Legacy Release works with probate professionals to support clients where there is a need to unlock legacies

Executor loans

  • Unlock more difficult cases

    Executor loans allow probate professionals to meet inheritance tax obligations from the estate when there is no clear source of funds.

  • Improve cash flow

    Executor loans can assist with firms’ cash-flow commitments, and reduce reliance on deferred fee agreements with clients.

  • Support clients

    Executor loans allow professional advisers to fully support their clients in reaching their objectives.