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August 2025 | Phonebox Magazine 37%u2022 Company Accounts%u2022 Corporati on Tax Returns%u2022 Sole Trader and Partnership AccountsEmail: andrew@aj-accountancy.co.ukTel: 07799 398555 or 01234 71315117 High Street, Olney House, Olney, Bucks, MK46 4EB%u2022 Self-Assessment%u2022 Payroll%u2022 VAT & Book-Keeping%u2022 Tax Advice and Business Start Upwww.aj-accountancy.co.ukDominic Mills & CoSolicitorsSpecialists in:WillsPowers of AttorneyDeputyship applicationsProbate and administration of estatesInheritance tax planningCare fees advicePlease contact Steven HighamBrewery House, 84 High StreetNewport Pagnell, BuckinghamshireMK16 8AQTel: 01908 618708email: sh@dmillsandco.comWebsite: www.dmillsandco.comSue and Harry %u2022 Aged: 77 & 81 %u2022 Property Value: %u00a3625,000%u2022 Require: %u00a3131,250 %u2022 Initial Lump Sum %u00a370,000 %u2022 Drawdown facility %u00a361,250Sue and Harry%u2019s storySue's health is starting to decline, and Harry is also worried abouthis future health. Sue and Harry do not wish to move to carehomes, so they%u2019ve been exploring other options, like at-home carers.They%u2019ve calculated that they need %u00a3131,250 to fund domiciliarycare for a minimum of 5 years, which allows for extra funds forany future homecare equipment they may need.Sue and Harry wish to release 3 years%u2019 worth of funds for peaceof mind and require an initial tax-free sum of %u00a370,000. Theremaining monies will be held in reserve with the lender for themto access when they need it.How a Lifetime Mortgage Can Fund Your CareThis is a fictional scenario based on a real customer experience, created for illustrative purposes onlySue and Harry chose to release equityafter discussing with a qualified financialadviser and understanding how it wouldaffect their situation. It%u2019s essential toconsider all available options and howdifferent equity release products willaffect you.We are here to help navigate options, to support domiciliary care,helping keep loved ones in the home they love.If you would like to know moreCall: 01908 382 406Email: info@bricksandmortgages.co.ukAsk us to send our FREE PDF with all the detailsThis is a lifetime mortgage. To understand the features and risks, please ask for a personalised illustration. Check that this mortgage will meet your needsif you want to move or sell your home or you want your family to inherit it. If you are in any doubt, seek independent advice. Bricks and Mortgages Ltd is anAppointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales no.11726935. Registered address : 3 Warren Yard, Warren Park, Stratford Road, Wolverton Mill, Milton Keynes, MK12 5NW. A fee may be charged for equity release advice.The exact amount will depend on your circumstances, our typical advice fee would be up to %u00a3495 on completion..