Blogs

High-Net-Worth Entrepreneur Secures High-Value Mortgage for Dream £10.25m Home

CASE STUDY At Henry Dannell, we pride ourselves on turning challenging circumstances into success stories, and this case is a prime example. Our client, an entrepreneur with a thriving business, had finally found his dream home after a year of searching—a stunning £10.25m...

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High-Net-Worth Private Equity Partner Secures High-Value £2.2M Mortgage Despite Limited Drawn Income

CASE STUDY Securing a high-value mortgage can be particularly challenging for individuals with complex financial circumstances, as was the case for our client—a founding partner of a private equity firm domiciled in Belgium but residing in the UK. While...

Henry Dannell Arranges Life Insurance to Mitigate IHT Liability on £18.5m of PETs Ahead of the UK Budget

CASE STUDY With the UK Budget looming, high-net-worth individuals are understandably concerned about potential changes to the Inheritance Tax (IHT) system. These concerns are particularly heightened for those who have made significant potentially exempt transfers (PETs) to their children. Recently, Henry...

Secured 90% High-Value Mortgage for Director of Football

CASE STUDY In the world of high-value mortgage finance, there are often seemingly insurmountable hurdles. One such challenge is securing a high loan-to-value (LTV) mortgage, particularly for those with significant offshore assets and a limited track record in the...

Successful Remortgage of £4.2m Property for HNW Client Seeking to Redeem a Lombard Loan

CASE STUDY At Henry Dannell, we pride ourselves on offering bespoke, innovative financial solutions for our clients, especially when their needs fall outside conventional lending frameworks. This case is a perfect example of how we deliver value, even in the most intricate and...

Successfully Safeguarded Thriving Business with Key Person and Shareholder Protection for Co-Founders

CASE STUDY Key person and shareholder protection can be a lifesaver for safeguarding businesses from unexpected loss You’ve spent years building a successful, thriving business, but what happens when one of the key players is unexpectedly taken away? For the co-founders of a growing...

£3.5m Relevant Life Assurance Solution Delivers £41,000 Saving for Limited Company Director

CASE STUDY In a world where uncertainties abound, financial security is paramount. For a limited company director, having a robust life insurance plan in place can provide invaluable peace of mind. This case study highlights how Henry Dannell played a pivotal role...

Concessionary Purchases – A Strategic Approach to Inheritance Tax Planning

It is never too early to think about planning for the future of your wealth. If you own a property and are exploring options to pass it on to your children or grandchildren while minimising their inheritance tax (IHT) liability, a concessionary purchase might be...

Henry Dannell Saves Family Home from Repossession

CASE STUDY Imagine facing the loss of a parent and the potential loss of your childhood home all at once. That’s the difficult situation our clients, two siblings, found themselves in after their father’s passing. The inherited mortgage, which had fallen into significant arrears after his...

The Rise of Joint Borrower Sole Proprietor Mortgages for Supporting Children Get on the Property Ladder

An increasingly popular solution to supporting your children’s future As the cost of living continues to rise and the prospect of homeownership becomes increasingly elusive for many young people, parents are stepping up to provide a helping hand. One innovative...