Host: Dave Stratton – LGHF Panel: Tony Wickenden, John Housden – Technical Connection, Phillip Wickenden – Ad-Lucem
Take a closer look at the role lifetime mortgages could play in your client’s retirement and estate planning. Supported by independent analysis from Technical Connection, this session features their Managing Director, Tony Wickenden, who will be presenting his thoughts and leading a live Q&A to discuss:
-- How lifetime mortgages could play a part in your client’s estate planning
-- Options for tax effective drawdown using a lifetime mortgage
-- The tax implications and potential advantages of taking a lifetime mortgage
Register now to secure your free place.
For advisers only.