The growth of Equity Release for Inheritance Tax Planning purposes

Presented by

Matthew Arena at Brilliant Solutions, Stuart Powell at Ocean Mortgages and Billy Burrows

About this talk

Equity Release has seen a growth of the amount used for gifting to family over recent years, however the total amount gifted is still less than £440 million per year. Is this because clients do not understand the benefits of using property wealth as part of their Tax Planning, or because Financial Advisers do not? Learning Objectives: - Understand the current size of the Equity Release Market - Learn how Equity Release products have changed to become more flexible in recent years - Analysis of interest rate changes in the Equity Release market over the last five years - An understanding of how property wealth could be considered alongside other forms of wealth - Gain an appreciation of what Equity Release can be used for - Understanding case studies and how these potentially reduce clients Inheritance Tax liability - How working with an Equity Release Council Equity Release Advisor can benefit your firm

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