Partner Guide

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

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

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

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

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