42: Equity Release: Smart Planning or Last Resort? episode artwork

EPISODE · Oct 21, 2025 · 29 MIN

42: Equity Release: Smart Planning or Last Resort?

from Retire Well with Wealth of Advice · host Wealth of Advice

In this episode of Retire Well, Matthew and Joe unpack the complexities of equity release — a financial tool that’s shedding its former stigma and gaining traction among retirees. They explore how equity release can support income needs, fund home improvements, or reduce inheritance tax liabilities, while also highlighting the psychological and practical considerations involved. From lifetime mortgages to home reversion plans, they break down the options, discuss the risks, and stress the importance of involving family and seeking regulated advice.Got a question or scenario you'd like us to cover? Email us at [email protected] or leave a comment below.--TALK TO USCall us: 0191 384 1008Email us: [email protected]: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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42: Equity Release: Smart Planning or Last Resort?

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