Partner Guide

The administration of an estate can be a complex and time-consuming process.
Our products are designed to help alleviate these issues.

BENEFITS
TO PARTNERS

  • Enables you to add value to your clients

  • Relieves the pressure of executors and beneficiaries chasing you when delays are out of your control

  • Helps resolve complex estates that have limited liquid assets

  • We can offer an introductory commission to partners

Our Commitment to Partners

  • No pressure from us – if you think your client may benefit from our services you have the option to make them aware of what we do. We will happily discuss how we might be able to assist directly with them
  • The information we need for underwriting purposes is the information you would be collecting as part of normal administration process. Thus, no added work for you!
  • No risk to you or your clients. Provided there is no breach in the terms and conditions of the Advance if there is a shortfall in the value of the estate or the future inheritance, we take the risk
  • We will always work closely with you and provide complete transparency

Estate Advance

  • Aimed at Executors or Personal Representatives of Estates
  • Can be used to pay IHT or other estate liabilities
  • Available to testate and intestate estates
  • Enables access to up to 60% of the value of the estate within days
  • Applications assessed solely on the value of the estate, not personal circumstances or credit rating
  • No charges over property
  • Advance is repaid to us when the assets from the estate are realised. No monthly fees and no early repayment charges
  • No risk to the borrower. Provided there is no breach of the terms and conditions of the Advance, if it turns out the value of the estate is less than expected then the shortfall will not need to be repaid. We take the risk.
  • Simple, straightforward application process
  • Arrangement fee of 1.5% of loan amount plus 1.5% per month
  • Simple Interest not Compound Interest. On an advance of £50,000 repaid after 12 months this results in a saving of £708 compared to other providers with the same rates that do charge compound interest

Inheritance Advance

  • Aimed at Beneficiaries of Estates both pre and post grant of probate or letters of administration
  • Can be used for any purpose
  • Available to testate and intestate estates
  • Enables access to up to 60% of a future inheritance with days
  • Applications assessed solely on the value of the estate, not personal circumstances or credit rating
  • No charges over property
  • Advance is repaid to us when the inheritance is available to be distributed.
  • No risk to the borrower. Provided there is no breach of the terms and conditions of the Advance, if it turns out the value of the inheritance is less than expected then the shortfall will not need to be repaid. We take the risk.
  • Simple, straightforward application process
  • Arrangement fee of 1.5% of loan amount plus 1.5% per month
  • Simple Interest not Compound Interest. On an advance of £50,000 repaid after 12 months this results in a saving of £708 compared to other providers with the same rates that do charge compound interest

If you would like to discuss further or for more
information contact us on

[email protected] or call 0203 813 6400