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Later Life Lending

  Recently we helped a 62-year-old client nearing the end of their mortgage term. Facing intense pressure to pay off the loan, the client feared they would be forced to sell their family home.   > Key obstacles included: Age: He required a mortgage term extending to retirement at age 80. Income: Reliant on self-employed earnings from the most recent year’s accounts. Credit history: Past blips meant limited access to many other lenders. End-of-Term pressure: Risked losing home due to lender’s demand for full repayment. Interest-Only preference: Needed to keep monthly payments manageable. > Our Specialist Lending Solution Extended term: Approved a 17-year mortgage aligned with retirement plans. Interest-Only structure: Offered a £300,000 loan with affordable monthly payments. Can-do underwriting: Accepted the latest accounts, viewing minor credit issues as immaterial. Our client told us that our service ...
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Self Employed

        Did you know one of our bespoke lender can assist with clients who are self employed with the following scenarios….   ✓   One full year’s SA302s and TYOs considered – on these cases; Maximum LTV of 90% Ideally clients with employed history in the industry prior to going self employed ( if not, will consider if they have guaranteed income in the current financial year) We may request 3 months personal and business bank statements for these clients For Limited Company Directors and 1 years accounts, use salary and dividends   ✓   Using Latest years figures Maximum 95% LTV on Level 1, 90% Level 2, and 80 % for Level 3 Wherever possible we will use latest years figures (if there has been significant increases, we will likely need additional supporting info such as Accountants reference to confirm sustainability) If the previous year was lower, tell us. If the figure 2 years ago was the start-up year for example, add details in the notes sectio...

Mortgage Rates Ending Soon

Talking about Mortgage Rates Ending Soon… THIS is how we do it!! Dear Example Customers Many thanks for your email below.   Summary   Valuation £459,150. Loan amount £280,343. Remaining Term 28 Years.   I’ve done the research looking at 2,3 and 5 year fixed across the market together with Halifax product transfers and here are my findings sourcing the cheapest deal over the fixed rate term below:   Open Market   Coventry BS 2 Year Fixed 4.46%. Monthly Payment £1,467. Lender Fee £1,007 (added)   Coventry BS 3  Year Fixed 4.41%. Monthly Payment £1,459. Lender Fee £1,007 (added)   Barclays 5 Year Fixed 4.20%. Monthly Payment £1,425. Lender Fee £1,034 (added)   Halifax Product Transfer   4.88%  2 Years Fixed   Monthly Payment £1,532 Fee £0 4.53%  2 Years Fixed   Monthly Payment £1,480 Fee £999 (added) 4.50%  5 Years Fixed   Monthly Payment £1,468 Fee £0 4.36%  5 Years Fixed   Monthly Payment £1,452 Fee...

Retirement Interest Only Mortgages

Border Mortgage and Insurance Services Retirement Interest Only Mortgage for the Over 50’s FYI example below. I ran some figures for clients for a Retirement Lifetime Interest Ony Mortgage.   I looked at them borrowing £100,000. The term has no end date.   The details are as follows:-   Amount and currency of the loan to be granted: £100,000.00 The mortgage loan will be repayable in full upon a sale of the Property and the mortgage will only be released if all sums due to us are repaid in full. The mortgage loan will also be repayable upon the first of the following events to occur (i) you have left the Property to live elsewhere, with no reasonable prospect of returning to the Property as your main residence (for example, by moving into a residential care home) or (ii) you die. If you have left the Property to move into a residential care home and have not returned within 365 days you will be presumed to have no reasonable prospect of returning (unless medical evidence i...

Later Life Mortgages

  We now have four Lifetime Mortgage products we can offer to our clients! Standard ● includes some property previously on LiveMore's ER Property + (e.g. above, below, near commercial premises, running a home business, Grade 2 listed, ex-local authority, non-commercial annexes, or near pylons and solar panels). Six-month offer (on new purchases)  ● six-month offer window for customers who want to purchase their next home. Five-year ERC (early repayment charge)  ● includes the option to partially repay up to 15% annually. Property +  ● includes wider range than Lifetime Standard, such as homes near contaminated land, flood zones, steel frame or timber buildings.

Stamp Duty Tax Changes

Residential property rates You usually pay Stamp Duty Land Tax ( SDLT ) on increasing portions of the property price when you buy residential property, for example a house or flat.  The amount you pay depends on:  when you bought the property how much you paid for it whether you’re eligible for  relief or an exemption Use the  SDLT  calculator  to work out how much tax you’ll pay.  Find out more about previous SDLT  thresholds and rates for residential properties . Rates for a single property You pay  SDLT  at these rates if, after buying the property, it is the only residential property you own. You usually pay 5% on top of these rates if you own another residential property. Rates up to 31 March 2025 Property or lease premium or transfer value SDLT rate Up to £250,000 Zero The next £675,000 (the portion from £250,001 to £925,000) 5% The next £575,000 (the portion from £925,001 to £1.5 million) 10% The remaining amount (the portion abov...
  Ste Jervis 2528  points   a week ago Julie provides a fantastic service and went above and beyond for me. Cheers Julie! Response from the owner   a week ago Thanks very much Ste enjoy your fabulous new home!