After completing the online application, one of our team will contact you promptly to confirm the information provided, and to ensure that you fully understand the product, terminology and costs.

Legacy Release works with the borrower and their professional advisor to collate the required documentation and asset list, before our underwriting team determines the value of the inheritance.

Legacy Release will aim to issue a quotation with the maximum loan amount as soon as possible and often within 72hrs. As all documentation is executed digitally delays such as waiting for post are removed.

Following final approval and countersignature by Legacy Release, funds will be disbursed in line with Borrower need. Funds to cover inheritance tax, and Professional Advisor fees are paid directly to the respective accounts.