Page 25 - Oundle Life July 2024

4. Supporting Loved Ones
There’s a profound joy in being able to help family members financially, whether it’s contributing to a grandchild’s education or helping your children onto the property ladder. A lifetime mortgage can provide the means
to offer this support when it’s most needed, allowing you to share your wealth during your lifetime.
5. Smart Estate Planning
Effective estate planning is about more than just writing a will; it’s about making the most of your assets while you’re still here. A lifetime mortgage can be a tool for tax planning or for giving your loved ones their inheritance early, potentially reducing the amount of inheritance tax that may be due on your estate.
At Positive Advisers, our ethos is rooted in providing independent, tailored advice.
Unlike firms tied to specific lenders, we
have the flexibility to scour the market for a lifetime mortgage that aligns perfectly with
your individual requirements. We’ll help you understand the nuances of each deal, ensuring you make a decision that fits your unique situation.
I invite you to reach out to us directly via phone for a personal conversation about
your financial aspirations and
concerns. Or if you prefer,
you can book a meeting with me by scanning the QR code.
This will allow us to sit down together, either virtually or in person, to discuss how a lifetime mortgage might
benefit you.
Benefit from a confidential free initial meeting guiding you through the impact on savings, investments, and pensions
Our Positive Advisers team is committed to providing advice that aligns with your long-term financial goals.
Phone: 03003 034674
Email: Mark@positiveadvisers.co.uk Visit: www.positiveadvisers.co.uk
Disclaimers
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance is not a guide to future performance. Taking an equity release loan could impact benefits you may be entitled to, have an impact on your personal taxation and erode the value of your estate.
Positive Advisers Ltd is an Appointed Representative of New Leaf Distribution Ltd which is authorised and
regulated by the Financial Conduct Authority: FCA Number 460421