Key Advice Solutions Guide to Later Life Finance

This guide talks you through your later life finance options including how you release tax-free cash from your property using equity release.


Contents
2-3

Intro
2-3

What is equity release
4-5

Forms of equity release
4-5

What are the pros and cons
6-7

What other options are there
6-7

When is ER not right for me
10-11

How would you spend your tax-free cash
12-13

How much could I release
12-13

Lump sum vs drawdown
16-17

PTLM
18-19

How can I reduce the cost
20-21

Considering the impact of house prices
22-23

Is equity release safe
24-25

Flexible features for personalised plans
24-25

Can I tailor my lifetime mortgage
26-27

We'll support you
26-27

What are the most commonly asked questions
28-29

Wills & LPAs
28-29

Why choose Key
30-31

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