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customer stories
Release of cash

Mr B was single with no dependents and owned his property outright, he wished to remain in the property but wanted to release the maximum cash available to make life more comfortable and allow him to take regular holidays.

 

An initial loan with a drawdown plan was recommended so that funds could be accessed as and when he needed them to support his lifestyle.  

 

He opted to let the interest roll up as he had no family or dependents to leave any inheritance to his entire estate was being left to charity.

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