For advisers and introducers
A clear conversation
with the right client.
Life tenancy investing can create a valuable conversation with clients seeking long-term UK residential exposure without the responsibilities of conventional letting.
Client fit
Is the structure worth exploring?
The starting point is whether the client’s objectives, available capital and time horizon are compatible with the investment.
A conversation worth having when the client…
- Has capital available for long-term investment and no requirement for regular income from it.
- Has a long-term investment horizon and does not require capital to be realised by a fixed date.
- Wants tangible UK property exposure without conventional tenancy management.
- Is considering family wealth, succession or long-duration portfolio planning.
Your role. Our responsibility.
01
Identify whether the structure is worth exploring.
02
Explain the concept clearly, including income, timing and liquidity.
03
Request the introducer guide Introduce the client. Life Tenancy Investments provides the opportunity information, illustration and due-diligence materials.