It’s time to think differently about later life mortgages
We've launched our ‘Think Differently’ video series where we partnered with tax expert Tony Wickenden, founder of Technical Connection.
Throughout the series, Tony provides advisers with a wealth of content to support with planning conversations.
- Episode 1: Investigating an ‘All asset’ approach to financial planning
- Episode 2: Intergenerational planning with a lifetime mortgage
- Episode 3: A tax efficient approach to decumulation
- Episode 4: How clients can use a lifetime mortgage to facilitate lifetime giving