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Welcome to Simply Later Life Planning

We are experts in helping the over 55's live comfortably in their retirement.

Releasing equity from your home is not for everyone, so take this quick quiz to learn if this could be the right approach for you.  Click the button to get started...

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Answer simple Yes / No questions about your knowledge of later life lending and get your free personalised report.

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Whatever financial freedom means to you in later life –taking flying lessons, helping your children, or simply supplementing your income – equity release is designed to help.

​Here at Simply Later Life Planning, we only offer these products. We're experts in what we do and if we don't feel it's right for you we'll be honest.

 

​Equity release or Lifetime mortgages refers to any product that allows you to unlock money from the value of your home.​

 

Entering into a lifetime mortgage (or any form of equity release) will reduce the amount of inheritance you can leave behind. It may also affect your tax position and eligibility for benefits.

Find out if an equity release mortgage is the right way to help finance your retirement.

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Equity Release/Lifetime Mortgages: This is a lifetime mortgage. To understand the features and risks, please ask for a personalised illustration. Check that this mortgage will meet your needs if you want to move or sell your home, or you want your family to inherit it.

If you are in any doubt, seek independent advice.

A fee may be charged for mortgage advice. The exact amount will depend on your circumstances.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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