Financial Advice & Planning Insight

Category: Tax

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Every Step Financial Services is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421.

Head Office: 165 – 167 High Street, Rayleigh, Essex, SS6 7QA. Co registration Number 5520001.

Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.

Client Disclaimer – Equity release may involve a lifetime mortgage which is secured against your property or a home reversion plan which requires the sale of property for a discounted price. To understand the features and risks, ask for a personalised illustration. You only continue to own your own home with a lifetime mortgage.

Equity release may impact the size of your estate and it could affect your entitlement to current and future means-tested benefits.

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Financial Advice & Planning Insight

Category: Tax

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