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Buying a Property > Mortgages

Mortgages

Help & Advice

Should you require the help or advice of a Financial adviser or Mortgage Broker we would be more than happy to assist with this.

We are also able to provide contact details for many other property related services. Whether you require the help of a surveyor, structural engineer, builder or any other professional service. Please see our other services section for more information

Choosing a Mortgage



What they are and how to choose one to suit you……

A mortgage, sometimes known as a Legal Charge, is simply a loan secured on the deeds of a property. Because the lender has security against it, the property can’t be sold, given away of leased without their involvement. The mortgage lender also has Power of Sale, which allows them to repossess and sell the property if the payments are missed.

Most mortgages are repaid monthly with interest over a period of up to 25 years.

Interest rates may be:

Variable – The interest rate rises and falls according to changes in commercial lending rates (Usually the Bank of England Base Rate)
Discounted - A interest rate lower than the lenders standard Variable rate by a set percentage. This discount is usually for a set period after which the rate will return to the lenders standard variable rate.
Fixed – The interest rate is fixed for a predefined period. During this period your monthly payments will remain fixed allowing you to budget accordingly.
Tracker – A tracker is a set margin above or below a variable rate but one that is not controlled by the bank of England base rate.
Capped – The maximum rate of interest you pay is fixed for a certain length of time, below that it moves in line with a variable rate. Collard, above a minimum rate

The most common mortgage lenders are:

Building societies and banks, based here or overseas Some insurance companies; Private individuals and ‘family loans’

There are no “standard” mortgage agreements, and the conditions upon which money is loaned, and the rights and remedies of the borrower and lender, can vary tremendously.

How to Choose

If in doubt, find a good independent Financial Adviser and or Mortgage Broker, who has the necessary qualifications, training and experience.

Decide whether you want a repayment, endowment, pension or ISA loan.

Don’t choose solely on the basis of the lowest monthly payment. Take a long-term view. Make up your own mind, just because your friends have ISA mortgages doesn’t means its right for you. Stick with mainstream lenders: it’s often better to deal with a friendly, sympathetic local building society or bank manager might be preferable in times of difficulty. Compare interest rates and terms. There’s plenty of information on the internet, and in most broadsheet newspapers. Beware of incentives. Discounts and other schemes often have hidden costs, such as early repayment charges. Monitor your investments. If your endowment plan, pension fund or ISA plan isn’t performing well, take action

The role of your Solicitor…

We’ll highlight the main features of your mortgage offer, then co-ordinate the financial arrangements side by side with the purchase of your chosen home. At the same time, we’ll usually be acting for your mortgage lender, too, by securing their loan to you against the deeds of your new home. Although it’s a cheap, speedy system, it sometimes puts us in a difficult position, especially if there are title defects acceptable to you but not your lender. Unfortunately, in such cases the CML Handbook standards put the lender’s interests before yours – sorry!

Please note we’re not qualified to advise on life policies, investments plans or other related products.

Types of mortgage:

TypeDescriptionProsCons
RepaymentThis debt is paid back by instalments, with interest
  • Straightforward and cheap
  • Flexibility if you run into problems
  • Certainty: the debt is paid off by the end of the loan period.
  • Still has to be repaid if you die. Separate life cover to protect your family adds o the monthly cost
  • No potential for “windfalls”
EndowmentThe debt never reduces: instead, you take out an Endowment Policy. The insurance company uses your premiums to built up a fund that should pay off the mortgage debt at the end of the loan period
  • Built-in life cover pays off the whole debt if you die.
  • Cheap when interest rates are low
  • Any surplus is your, tax-free.
  • A convenient way to build capital from small savings
  • Less flexible if you get into difficulties
  • Can be more expensive
  • No guarantee that the policy will be enough to pay off the loan, so requires monitoring and possible topping up
  • No tax relief on premiums
    PensionSimilar to an endowment mortgage, except premiums built up within a pension fund.
    • Funds build up tax-free
    • May reduce tax relief on premiums, reducing cost
    • Cheaper life assurance due to tax relief on premiums
    • Any surplus is yours, tax-free
      • Can be very expensive. Most of the money must go to buy an annuity (annual pension) at retirement, leaving only about a quarter of the overall total to pay off the mortgage, so you’ll have to save heavily each month
      • Few people save enough in their pension anyway: using it to pay off a mortgage only makes matters worse
      • Inflexible, It cant be cashed in before retirement, so the mortgage can’t be paid off until then either.
      Individual Savings Account (ISA) Mortgage Similar to endowment, but using tax fee investment in government-approved products and schemes to built up a fund. As well as the mortgage interest, you pay money into your own ISA, invested by fund managers on your behalf.
      • Possible tax-free lump sum after paying off the mortgage
      • Tax-free if you stay below annual investment limits
      • Long-term performance may be better than endowment or pension fund investments
      • Highly flexible. You can usually cash it in at any time without.
      • No guarantee that you ISA will produce enough money to pay off the loan ISA’s value is liable to Stock Exchange ups and downs: a crash at the wrong time could ruin your mortgage repayment plans
      • No built-in life assurance, so you’ll have to pay extra
      Interest OnlyYou only pay back interest, not capital, so the mortgage isn’t paid off until you sell the property. Fairly rare these days.
      • Cheap
      • Life cover may be required
      • No fringe benefits


      ABOVE: Five of the popular kinds of mortgage available – it’s your choice……

      Life Assurance

      There are three basic types, with costs varying according to the amount of cover, your age, sex and health.

      Term Assurance

      Life cover or an agreed period of your choice. You may be offered:

      • Level Term – the same cover right through
      • Increasing Term – goes up by a fixed percentage
      • Decreasing Term – usually linked to mortgages, reduces in line with overall debt
      • Family Income Benefit –also mortgage-linked, pays annual benefit rather than the whole debt at once
      • Renewable Term – can be extended (usually by five years) without medicals
      • Convertible Term – can covert to a Whole of Life or Endowment type policy


      Whole of Life

      Insurance for the whole of your life, not just an agreed period

      Endowment Policy

      If you survive the agreed term, you get the basic sum assured to pay off the debt plus bonuses. These policies can be:

      “With Profits” – share in the insurance company’s profits Unit linked – geared to the Stock Exchange value of units trusts

      Trust policies

      Although you pay the premiums on a trust policy, any proceeds belong to your trustees, not you. This makes it difficult to cash them in or use them as collateral. However, they can be very useful, as:

      They’re very tax efficient. You can earmark them for paying Inheritance Tax on death, and they’re no included in your taxable estate, which means more money for your family No claim procedures means no extra stress and worry for your family at an already difficult time

      So What’s right for you?

      Our advice is to consult a qualified, experienced and well respected independent financial advisor. If you’re confident, do your own research then get a note from a non-commission paying insurance company.

      This information has been supplied courtesy of Rix and Kay Solicitors, 84 High Street, Heathfield, East Sussex, TN21 8J. Telephone 01435 865211