How We Can Help?

✓ Release funds to settle liabilities (including Inheritance Tax), pay other estate debts or finance the refurbishment/repair of property.

✓ Loans available from £25K

✓ Simple application process

✓ Transparent fees with no upfront cost or ongoing interest payments

✓ The loan is normally only repayable once the Estate proceeds are realised

✓ If circumstances change and your final inheritance does not cover the balance payable on the Loan, then the lender takes the risk - we will not require you to pay the shortfall, provided there has been no Default Event under the Loan terms and conditions

How it works


Make an application

Ask your Professional Firm for a referral or contact us directly and we’ll send you an application form. You’ll need a certified copy of the Will and Grant of Probate (if applicable, together with details of the assets and liabilities in the Estate and the Professional Firm(s) appointed to settle the Estate.


Application review

We'll review your application and conduct a credit check as part of our commitment to responsible lending.


Receive your funds

Once approved, we’ll ask you to review and electronically sign the loan agreement. The Professional Firm administering the Estate will be required to confirm some core details about the Estate and the Beneficiaries will be asked to give their consent. Then we'll transfer the funds to your Professional Firm's account.


Repaying the loan

Normally, there will be nothing to pay until the Estate has been settled. Your Professional Firm will notify us as soon as the proceeds are received and repay the balance directly to us.

Submit your enquiry


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