EFEquity Fountain

Inheritance Protection

Reserving a share of value for the family

Using inheritance protection to guarantee a percentage of eventual sale proceeds for beneficiaries.

Illustrative photograph for the scenario: Reserving a share of value for the family
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Client profile

Joint applicants, 74 and 71, two adult children, strong desire to leave a defined legacy.

  • · Release £70,000
  • · Guarantee a share of the property's value for the children

The full scenario is available to members

Members see property information, the amount required, alternatives considered, advantages, disadvantages, adviser questions, vulnerability considerations, a calculation example and a client-friendly explanation.

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Last reviewed 2026-09-13 · editorial

Information and software, not advice. Equity Fountain is not authorised or regulated by the Financial Conduct Authority and does not provide regulated financial, mortgage, equity-release, tax, legal or probate advice. It provides research tools, factual market information, modelling and educational resources for professional users. The subscribing adviser remains responsible for verification, suitability and client advice. Provider documentation takes precedence over anything shown here.