Meeting the costs of care

THE SCENARIO Mr and Mrs Smith had lived in their home for over 50 years and had no desire to move. However, following a recent heart attack, Mr Smith’s poor health meant additional care was required. With a property valued at £5 million and investments of £1.3...

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Passing on wealth efficiently

THE SCENARIO Mrs Jones was referred to John Lamb through one of our professional connections. Having lost her husband many years ago she was living alone in a central London property worth £4 million. Mrs Jones had an investment portfolio worth £1.9 million which was...

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Equity Release Frequently Asked Questions

Equity Release Frequently Asked Questions We’ve compiled a list of some of the questions we get asked most often and answered them here to help you better understand what’s involved. Can I release money if I am still paying a mortgage? In many cases the equity release...

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Equity Release Jargon Buster

Equity Release Jargon Buster Are you feeling a bit overwhelmed by all the words and phrases used in relation to equity release? Our jargon buster could help! Compound Interest – Also known as roll up, this is interest that is added and paid on interest that is accrued...

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