Importance of Advice

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This is a Home Reversion Plan. To understand the features and risks, ask for a personalised illustration

Helping you make the most of what really matters

Any property sale is a serious financial step and should not be taken lightly

A Home Reversion Plan is a long term and complex legal arrangement. Expert, independent legal and financial advice should always be obtained before entering into any agreement. We advise everyone considering one of our plans to seek advice from an Independent Financial Advisor (IFA) and solicitor. This is a Home Reversion Plan. To understand its features and risks, ask for a personalised illustration

In considering the suitability of this product, you will need to consider your personal circumstances. The benefits should outweigh any adverse effects on your means tested benefits or tax position and you should consider alternative sources of finance, such as any available grants or loans or trading down. Any type of Home Reversion plan can be relatively poor value should you die shortly after taking out a plan

We advise that you seek advice and information from appropriate, specialist sources, such as Her Majesty’s Revenue and Customs, Local Council, Citizens Advice Bureau or a Chartered Accountant

You should fully appreciate the financial implications and risks of releasing money to invest and/or place on deposit. An Independent Financial Advisor (IFA) will be able to advise you in this respect and to provide comparisons with any other products that may be suitable

We believe it is also important that you talk things through with your family. Letting family members know your intentions ensures that they will know what to expect when the Plan ends. Your decisions will have an impact on the amount you leave as a legacy. In our experience, we often find those considering Home Reversion plans are delighted – and sometimes surprised - to discover that their grown-up children are only too happy to hear that Mum and Dad are taking steps to make life easier for themselves or to live a dream

The final decision, of course, is your own

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