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The calculator

What our calculator assumes, and what it cannot know

Our calculator does one calculation: your age, looked up in a dated schedule, multiplied by the property value you enter. This sets out where that schedule came from, what it ignores, and why no lender publishes an equivalent.

One schedule, one date, one source we cannot link to, and the arithmetic in between. All of it set out so you can judge the figure for yourself.

Equity release may involve a lifetime mortgage, secured against your property, or a home reversion plan. It will reduce the value of your estate and impact funding long-term care.

How this page is kept
Written by
Equity Release Facts editorial
Last checked
6 September 2026
Next review
6 March 2027

The whole method, in three lines

We take the age of the younger applicant, look it up in a loan-to-value schedule, and multiply that percentage by the property value you enter. There is nothing else in it: no assumptions about your health, your income or your circumstances, because none of those are inputs.

The schedule runs from 55 to 80 in single years. Eighty is the top of it and means eighty or over.

The source, and its limitation

A schedule supplied to us by the adviser and dated July 2026. No lender publishes maximum loan to value by age on a public page, which we checked, so this is not a figure you can go and verify.

The calculator itself →
It is a maximum

The most a lender would consider before applying any criteria. The maximum is rarely the right amount to take, and the schedule we were given says so about itself.

Why the figure can change →
It ignores your mortgage

Anything outstanding is repaid first out of the amount released. The calculator shows the gross figure, not what would reach you.

It ignores your property

Construction, tenure, land and location are not inputs. They are assessed by a valuer and a lender afterwards.

What gets assessed →
It does not store anything

No details are collected, nothing is sent anywhere, and the figure is worked out in your own browser. There is no form in front of it and there never will be.

What we do and do not store →

Why there are no other estimates on this site

There used to be two sets of loan-to-value figures here: one on the home page and a different one on the calculator, disagreeing by two to three and a half percentage points. That was inherited from the original design and it meant the site answered the same question two ways.

It was resolved on 6 September 2026 by deleting the unsourced set. Everything on the site now derives from the one dated schedule, and a test fails the build if a second set ever appears.

What we are not telling you

What you would be offered. We can tell you exactly how our figure is produced and exactly where it comes from; we cannot tell you what a lender would do with your property, and no calculator anywhere can.

Worth knowing

Equity release may involve a lifetime mortgage, secured against your property, or a home reversion plan. It will reduce the value of your estate and impact funding long-term care.

Where this comes from
  1. 01 LTV by age schedule, July 2026 · opened 5 September 2026 Supplied to us by the adviser on 4 September 2026 No lender publishes maximum loan to value by age on a public page. We checked Legal & General's and Pure Retirement's published criteria on 6 September 2026 and neither carries one, so this is not a figure a reader can independently verify and the calculator page says so.

Questions worth asking

  1. 01

    How does this compare with what an adviser sources for me?

    They have live criteria from the whole market. Our figure is a dated schedule and it is honest about that.

  2. 02

    What would I actually receive after my mortgage is repaid?

    The number that matters, and the one a calculator cannot produce.

  3. 03

    Is the maximum sensible in my case?

    Usually not. Taking less costs a great deal less over twenty years.

Read next

What has changed on this page
  1. First publication. It was blocked while the site carried two conflicting loan-to-value sets; that was resolved the same day by deleting the unsourced one.
How this page is kept
Written by
Equity Release Facts editorial
Last checked
6 September 2026
Next review
6 March 2027
Checked 10 September 2026
[6.20%]lowest lump sum rate, fixed for life[lender rate sheets] [6.44%]lowest drawdown rate[lender rate sheets] 43.5%most you could release at 70LTV schedule, July 2026 54%most you could release at 80 or overLTV schedule, July 2026 55Legal & General's youngest applicantL&G lending criteria, 6 September 2026 £0to pay each month unless you choose tosubject to lender terms [6 to 8 weeks]typical time from application to money £70,000Legal & General's minimum for a houseL&G lending criteria, 6 September 2026

Questions people ask about this

Short answers to the things that come up most. None of it is advice, and every figure on this page carries its source.

What is the calculation, exactly?

We take the age of the younger applicant, look it up in a loan-to-value schedule, and multiply that percentage by the property value you enter. There is nothing else in it.

What ages does the schedule cover?

It runs from 55 to 80 in single years. Eighty is the top of it and means eighty or over.

Why is there only one set of figures on the site?

There used to be two, disagreeing by two to three and a half percentage points, one on the home page and one on the calculator. The unsourced set was deleted on 6 September 2026, everything now derives from the one dated schedule, and a test fails the build if a second set ever appears.

Does the calculator assume anything about my health or circumstances?

No. There are no assumptions about your health, your income or your plans in it. Enhanced plans for health and lifestyle exist and can produce a higher figure, but they are not in this arithmetic.

Worth knowing

Equity release may involve a lifetime mortgage, secured against your property, or a home reversion plan. It will reduce the value of your estate and impact funding long-term care.

Talk it through with an adviser

Takes about two minutesFree, no obligation, and nothing committed

One qualified equity release adviser. They will go through your figures and tell you if there is a better answer. It costs nothing and commits you to nothing.

Advice is required to proceed with equity release and there may be other options which better suit your circumstances. Only if your case completes would an advice fee be payable, and the adviser will tell you what theirs is before you commit to anything. Other lender and solicitor fees may apply.

We pass your details to one adviser and nobody else.