HNW

Secured £4.9 Million High-Value Mortgage Using Complex Income and Business Sale Proceeds

Overview Securing a high-value mortgage using complex income is rarely straightforward, especially for clients with complex and unconventional income streams. In this case, we successfully arranged a £4.9 million high-value mortgage for a UK-based surveyor purchasing a £9.1 million estate. The client’s income structure included proceeds from a...

A grand English country estate surrounded by mature trees and manicured gardens, viewed from a distance under a clear sky. The historic architecture and expansive grounds reflect the scale and character of a high-value rural property.

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A traditional Grade II-listed stone cottage in the Cotswolds, with a watermill and chimney visible beside a tranquil stream. The scene evokes rural charm and architectural heritage in a highly sought-after countryside setting.

Dual-Asset Financing Strategy Secures Off-Market £3.7 Million Cotswolds Estate

Overview Opportunities to acquire landmark properties rarely come without competition, particularly in the sought-after Cotswolds market. When an exceptional Grade II-listed estate became available off-market, securing it required swift action, strategic financing, and absolute discretion. Through a carefully structured dual-asset financing solution, we enabled our client...

High-Value Mortgage Secured for Commodity Trader with Complex Income Structure

CASE STUDY By delivering a fully structured, lender-ready case, we enabled the clients to access liquidity on competitive terms, validated the introducer’s trust in our specialist approach, and saved the lender time by presenting a ready-to-execute opportunity. Case Overview This case...

Specialist 90% LTV Interest-Only Mortgage Structured for High-Value Property Acquisition

CASE STUDY Overview Placing high loan-to-value mortgages on an interest-only basis is notoriously difficult, particularly at 90% LTV. But for clients with clear repayment strategies and strong financial profiles, it can be the most suitable option. In this case, we structured a 90% LTV...

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...

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 2024 UK Budget tax reforms, 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.

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...

Smart Financial Solutions for HNWs Supporting Their Families

Tips for how to unlock wealth to help cover family expenses. Are you a high-net-worth (HNW) individual looking to provide financial support to your family? Many HNWs find themselves in this position, eager to help their loved ones achieve their goals. However, navigating...