A financial advisers' guide to equity release referrals
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*Key Partnerships does not provide advice on tax planning and our equity release advisers do not give tax advice.
Equity release is not the right solution for everybody. If your client is using equity release as part of a wider estate planning strategy, an individual should always refer to a qualified tax specialist prior to considering equity release to ensure it is tailored to their individual circumstances. Tax treatment depends on individual circumstances and could vary on location within the United Kingdom.
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