Equity Release — What Is It and Is It Right for You?

Equity release allows homeowners aged 55 or over to access some of the value (equity) tied up in their property without having to sell or move.

Types of equity release

  • Lifetime mortgage: you borrow against your home. Interest rolls up unless you choose to make repayments. The loan is repaid when you die or move into long-term care.
  • Home reversion: you sell part or all of your home to a provider in exchange for a lump sum or regular payments, while retaining the right to live there.

Key risks

  • Compound interest can significantly reduce the inheritance you leave
  • It may affect eligibility for means-tested benefits
  • It reduces the value of your estate

Equity release is a complex, long-term financial decision. Always take advice from a qualified, regulated financial adviser before proceeding. Look for advisers registered with the Equity Release Council.

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