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reportER: Lender Insights & Inheritance Tax Changes

01 April 2025

Hello everyone,
Welcome to issue 21 of reportER - our monthly newsletter.

In this edition we have a guest article from Royal London Equity Release who cover the upcoming Stamp Duty and Inheritance Tax changes, as well as insight from industry expert - Peter Sharkey.
 
Stay informed and enjoy the read below:
How to navigate Stamp Duty Land Tax and Inheritance Tax changes

Megan Williams - Marketing Specialist at Royal London Equity Release, highlights the potential impact the upcoming Stamp Duty and Inheritance Tax changes could have on property transactions, downsizing, equity release and estate planning.

Read more...
Interest only mortgages: the hidden risks and common financial pitfalls

In another of his articles, industry expert - Peter Sharkey, highlights risk in interest only mortgages, including potential shortfalls when they mature. He also explains how the different equity release options could help homeowners replace their loans and stay in their homes.

Read more...
How equity release could help you buy a dream home abroad 

In this article from industry expert - Peter Sharkey, he discusses how equity release could help UK homeowners access tax-free funds to purchase property abroad, offering an escape from the British weather and an opportunity for overseas living.

Read more...
Use our smartER equity release comparison tool for results tailored to you

smartER compares plans from the whole equity release market based on your specific needs. You can find out how much you could release and at which rate in just a few minutes. Don't forget to answer everything fully for an accurate result - find deals tailored to you!

Click to find your bespoke plan
If you have any questions about any of the topics mentioned please contact our expert advisers on 0800 088 5951, or find your local adviser here.

Thank you for reading.
Yours,

 
Mark Gregory
Founder and CEO
Equity Release Supermarket

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Our whole of market independent equity release advice relates to Lifetime Mortgages, Home Reversion Plans, & Retirement Mortgages. Our advice fee of £1,495 is payable on completion. Equity Release may affect entitlement to means tested benefits and will reduce, or leave no property equity.
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