Considering lifetime mortgages in estate and retirement planning

Presented by

Host: Dave Stratton – LGHF Panel: Tony Wickenden, John Housden – Technical Connection, Phillip Wickenden – Ad-Lucem

About this talk

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.

Related topics:

About this channel

Legal & General Retirement
Upcoming talks (0)
On-demand talks (16)
Subscribers (4396)
Our content provides in-depth, up to date insights for financial advisers interested in this market. Our mission is to help as many people as possible achieve financial security in later life and enjoy the colourful retirement they want and deserve. There are nearly 12 million people in the UK aged 65 or over and this segment is growing. We believe that working together with advisers, there is an opportunity to transform and improve the retirement and lending marketplace. This channel supports financial advisers and wealth managers in the UK’s retirement sector. This is not a consumer advertisement and should not be relied upon by private customers or any other persons.