Strength Through Experience
We offer several bespoke services to help retired clients, usually High Net Worth individuals, and corporations to determine and achieve their financial and fund-raising goals through a comprehensive financial structuring process. Our role is that of an independent and trusted financial counsellor, providing a personalised service with uncompromising integrity.
This is a bespoke service for HNW clients with properties valued at up to £20M. We have a large portfolio of regulated lenders to help meet your requirements. Our regulated member of the Equity Release Council will work closely with clients on a one to one basis to ensure that a perfect match is customized to your needs. You will be speaking to a person not a robot.
Let us Relieve Your Financial Worries
Every client is unique. That’s why we customize every one of our solutions to fit your needs exactly. Whether it’s a small liquidity strategy or a comprehensive IHT restructuring, we’ll sit down with you, listen to your situation, and prepare a tailored solution. This is why we have formed an Advisory Council to help utilize the strong network of proven and trusted professionals we have established over the years.
Inheritance Tax Planning
Insurance policies can be provided to help mitigate the devistation of IHT. This can be offered to suit individual needs. There are also investment opportunities that can provide IHT relief for cash rich HNW clients. Telegraph Estate Ltd has one of the leading tax advisors in the UK on the Board of Advisory Council.
Investment Opportunities
Over the years we have built long term relationships with serious Investment Platforms for sophisticated investors and family offices. These are by invitation only and perform different functions dependenton needs, ie IHT mitigation, or maximise income while a G7 Sovereign Guarantee protects the capital.
Reasons to Apply
Equity Release Criteria
- Ages from 55 – 85
- No income requirements
- Interest rate fixed for life
- No requirement to make monthly payments
- Option to pay interest if required
If you opt to borrow via a lender that is a member of the Equity Release Council then a number of controls are in place. All products from Equity Release Members have a quarantee security of tenure. There is a no negative equity quarantee. Customers have the right to move as long as certain criteria are met