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  2. Grantor retained annuity trust - Wikipedia

    en.wikipedia.org/wiki/Grantor_retained_annuity_trust

    The theoretical rate of interest is determined by IRS regulations. [3] The rate is set equal to 120% of the federal mid-term rate during the month that the GRAT is established. To realize a tax benefit, the sum of the scheduled annuity payments of a GRAT is set to be about equal to the principal plus theoretical interest.

  3. Equitable interest - Wikipedia

    en.wikipedia.org/wiki/Equitable_interest

    In law, an equitable interest is an "interest held by virtue of an equitable title (a title that indicates a beneficial interest in property and that gives the holder the right to acquire formal legal title) or claimed on equitable grounds, such as the interest held by a trust beneficiary". [1]

  4. Equity release - Wikipedia

    en.wikipedia.org/wiki/Equity_release

    The Equity Release Council is the UK's equity release industry body that sets standards to protect consumers. Its members commit to following a set of five product standards: fixed or capped interest rates (for lifetime mortgages), the right to remain in the property, the right to move to another property, the ‘no negative equity guarantee ...

  5. Shared appreciation mortgage - Wikipedia

    en.wikipedia.org/wiki/Shared_appreciation_mortgage

    To calculate the equivalent compound interest rate of a "zero-interest" shared-appreciation mortgage, i.e. the rate of the interest that would have been charged once a month on the amount owing, and added to the amount owing, so that at the end of the term of the loan, the amount owing would be the same as the repayment owing on a shared ...

  6. Net capital rule - Wikipedia

    en.wikipedia.org/wiki/Net_capital_rule

    Lehman Brothers reported a debt to equity ratio of 54.2 to 1 in its first Form 10-Q Report on the SEC's website (for the first fiscal quarter of 1994). All nine of Lehman's 10-Qs filed in 1997 through 1999 show higher debt to equity ratios than any of its 10-Qs filed after 2004. [98]

  7. Constructive trusts in English law - Wikipedia

    en.wikipedia.org/wiki/Constructive_trusts_in...

    Secondly, where the parties contribute to the purchase price or mortgage payments and therefore practically demonstrate a common intention to claim an equitable interest; this second form is similar to one form of resulting trust Common intention trusts grant a claimant an equitable right to the home, calculated as a proportion of the total ...

  8. Beneficiary (trust) - Wikipedia

    en.wikipedia.org/wiki/Beneficiary_(trust)

    Because an interest under a trust is a species of property, adult beneficiaries of sound mind are able to deal with their rights under the trust fund as they could with any other species of property. They can sell it, assign it, exchange it, release it, [4] mortgage it, and do most other things that they could do with a chose in action.

  9. Second mortgage - Wikipedia

    en.wikipedia.org/wiki/Second_mortgage

    Lower interest rates increase the capacity to sustain a given level of debt, encouraging homeowners to withdrawal housing equity in the form of second mortgages. [43] Specifically, lower interest rates reduce the interest charged on loans and decrease the total cost of borrowing. [ 25 ]