CASE STUDY Overview Purchasing a first home is always a milestone, but for these clients, the journey was anything but straightforward. With income routed through a newly formed offshore partnership and no prior mortgage experience, their situation required specialist navigation. Referred to Henry Dannell...
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CASE STUDY Overview Referred to Henry Dannell by a trusted private client adviser in Switzerland, the client needed swift action, delivered with absolute discretion. The self-employed composer faced a hard three-week deadline to complete on a £1.5 million property in South London, but their mortgage application...
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CASE STUDY Overview Referred by a long-standing Wealth Manager, this case required calm, strategic execution at a time of personal upheaval. Following her husband’s unexpected move into full-time care, our client faced the imminent expiry of their interest-only mortgage, with repayment funds now redirected...
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Explore how Lombard lending can help you move with confidence and control. Access liquidity swiftly without selling investments or pledging property, and act decisively when opportunities arise. Whether you are acquiring property, funding new ventures, or managing short-term cashflow, Lombard lending provides discreet, flexible financing aligned with your long-term wealth...
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In this article, we explore how borrowing for the Ultra High Net Worth individual has evolved far beyond necessity. It is now a strategic exercise in control, timing, and liquidity orchestration, where credit functions as an instrument of opportunity. The traditional lines separating lender and investment partner have blurred, giving...
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This article explores how complex income structures, global assets, and long-term wealth strategies shape lending solutions for affluent individuals. From portfolio-linked loans to trust-based borrowing, we outline how private banks and specialist lenders tailor facilities that integrate seamlessly with broader financial objectives.
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With property values continuing to rise and Inheritance Tax (IHT) thresholds frozen, more families are facing unexpected tax liabilities on their estates. This guide explores how later life mortgages, including lifetime and retirement interest-only options, can be used strategically to reduce IHT exposure while preserving wealth for future generations.
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Although less common than lifetime mortgages, home reversion is an option which can be explored within this article as we highlight its key benefits and considerations.
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This guide explores the benefits and challenges of downsizing, the timing of a move, and the options available if selling your home is not the right fit.
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This guide explains how lifetime mortgages work, the benefits and risks, who they suit, and where they fit alongside other options.
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