Equity Release & Retirement Property

Understanding equity release. Expert legal support for later life property decisions.

Making decisions about your property in later life requires careful consideration and expert guidance.

Whether you’re exploring equity release options or considering retirement properties, we provide clear, practical advice to help you make informed choices about your future.

Our legal expertise covers:

  • Equity release schemes and agreements
  • Home reversion arrangements
  • Retirement property purchases and schemes
  • Age-restricted property considerations
  • Estate planning implications
  • Financial commitment reviews
  • Property title transfers
  • Future sale considerations
  • Deputyship transactions
  • Transactions involving Powers of Attorney

Understanding equity release

Equity release and home reversion schemes can offer valuable financial flexibility, providing either a lump sum or regular income while you continue living in your home.

However, these decisions impact both your immediate financial situation and your long-term estate planning.

Our experienced team helps you understand the full implications, ensuring you and your family can make confident decisions about your property’s future.

Supporting your retirement property journey

Retirement properties and schemes often present attractive lifestyle options, but they come with specific considerations that need careful attention.

We guide you through important aspects such as sale penalties, age restrictions, and occupancy requirements, ensuring you fully understand your commitments before proceeding.

Taking time to understand your personal circumstances allows us to provide tailored guidance that protects your interests. We explain complex legal terms in clear language, helping you evaluate options and make decisions that support your long-term wellbeing.

We collaborate closely with financial advisers and other professionals when needed, providing comprehensive support throughout your decision-making process.

This coordinated approach helps ensure all aspects of your property decisions align with your broader financial and lifestyle goals.

Drawing on extensive experience in later life property matters, we ensure you understand both the benefits and responsibilities of different arrangements.

What our clients say:

Filled starFilled starFilled starFilled starFilled star

“Tulia was outstanding! She kept me informed with regular emails and answered my many queries in a clear, concise way. Thank you so much! Acting for property owners within prestigious private estates including Burwood Park and Ashley Park in Surrey.”

Recent Residential Property Client

Filled starFilled starFilled starFilled starFilled star

“Laura Robson was my brilliant solicitor helping me move, keeping across the many moving parts involved in buying a new property and selling an existing one. She was absolutely terrific: extremely clear, calm, incredibly organised - thank you so much.”

Recent Residential Property Client

Filled starFilled starFilled starFilled starFilled star

“I think the quality I appreciated the most was the patience to explain things to me. Nicole was available and friendly going over things I didn’t understand by email and by phone until I understood the whole picture.”

Recent Residential Property Client

Perspectives

Stay up to date on the latest issues affecting you and your family

Contact our Residential Property team

Please fill out the form below, and one of our team will get back to you as soon as we can.

Please choose from the below options so that we can direct your enquiry to the right team member

Sorry, we do not provide criminal law advice.

You may wish to contact your local Citizens Advice Bureau or your local Law Centre, who will be able to help you find support.

Sorry, we do not provide advice on consumer disputes.

You may wish to contact your local Citizens Advice Bureau or your local Law Centre, who will be able to help you find support.

Sorry, we do not provide advice on benefits related disputes.

You may wish to contact your local Citizens Advice Bureau or your local Law Centre, who will be able to help you find support.


Please note that we are currently only providing this service to our existing clients.

You should bear in mind that if your dispute is valued at less than £10,000 you will not be able to recover your legal fees from your opponent.

You may wish to consider consulting the Citizens Advice Bureau or your local Law Centre as an alternative.

In order to enable us to give you an accurate estimate of our likely costs to advise you, we will need to review the key documents. As a guide, our costs for reviewing the key documents and giving you initial advice are likely to be in the region of £1,750+VAT.

Before we can confirm whether we are able to act for you, we need to carry out a conflict check to make sure that we have not previously acted for your opponent.

Assuming our conflict check is clear, we will contact you to arrange a time for you to speak to one of our solicitors. Please can you confirm that you still wish to proceed with this enquiry. *

Our fees for debt recovery work typically start at £1,750 + VAT, so it is unlikely that we would be able to help you on this occasion. You may wish to contact the Citizens Advice Bureau or your local law centre, who may be able to help resolve your issue.

We are sorry that we are not able to help you on this occasion.

You may wish to contact the Citizens Advice Bureau or your local law centre, who may be able to help resolve your issue.

If your claim relates to an incident that took place more than 4 years ago, you may not be able to bring a claim unless you were under 18 years old at the time.

We are sorry, but it is unlikely that we are able to help you with your claim on this occasion.

You may wish to contact the Citizens Advice Bureau or your local law centre, who will be able to help you find support.