Product Transfer v’s Re Mortgages For Higher Rate Tax Payer

Product Transfer v’s Re Mortgage For Higher Rate Tax Payer? By Chris Morgan

I’ve been advising Mortgage Clients for 30 years and these are the highest Mortgage Interest Rates the UK have seen for decade. Add to this the highest Fixed Rates and Highest Rental Income Reversion Rates – suddenly Higher Rate Tax Payers are having to make some really tough decisions when their fixed rates come to an end.

With Interest rates forecast by most leading commentators and economists to remain “moderately high” for some time, many Buy To Let Mortgage lenders are very much taking this opportunity to rebuild their balance sheets following last Octobers economic correction. In my opinion they will continue to do so. The problem for fixed rate mortgage holders is that their deals will come to an end and they will have to make a decision or face extremely high variable rates.

Buy To Let lenders will continue to charge inflated rates and product fees on their products for a while yet – so many Buy To Let borrowers are turning to mortgage brokers for advice. What was very much a business as “usual” mortgage situation in the past, has very much become an “Unusual Mortgage” situation.

So, what options do you have when your fixed rate comes to an end?

Stay on Standard Variable Rate

I’ve never seen Buy To Let Standard Variable Rates so high and it’s become so concerning that I’m returning to all of my Buy To Let clients to absolutely make sure they are aware of the situation and have diarised the exact moment they should be taking action, ahead of their products ending.

If you need advice from a Mortgage Adviser, do so early rather than late because in the next year there are especially high numbers of lower fixed rates coming to an end. The higher interest rates are going to make a huge difference to Buy To Let landlords throughout this next period of time.

Re Mortgage To Another Lender

There will be lots of re mortgage packages being offered by lenders with incentives such as free valuations and legal fees – the ones offering the best Fixed Rate products, are likely to charge a particularly large arrangement fee. One client we advised recently would have been charged £15,600 for moving her £560,000 loan, which of course we advised her against proceeding with.

We are currently running market comparisons for all of our existing Buy To Let clients, diarising their fixed rate products and creating strategies for managing their portfolios going forward. Simply the games has changed and we are protecting our clients interest’s, in what we believe will be a high to moderately high interest rate environment for several years to come.

Utilise Product Transfer

Within our research for clients we are also assessing the fairness and suitability of any products that their existing lenders are offering their mortgage holders. One of the big changes we have noticed recently is that some lenders are offering “bespoke” products to individual clients and have stopped publishing their existing customer rates on a more generalised basis.

We are providing advice for our clients in this situation and comparing what they have been offered with the general market. If you are concerned about any products you have been offered, or would like our help assessing if the deals you are being offered by your lender fair, then give us a call. We always have access to the latest research. data, commentary and relevant dates on this subject matter.

15 Minute Mortgage Assessment

Unusual Mortgages offer a free “Interest Rate” assessment over the phone for anyone that needs advice on their Fixed or Discounted Mortgage products that are ending. We will be able to assess your options and assist in developing a strategy for what is likely to be the new world for interest rates in the foreseeable future- especially for our Buy To Let clients.

If you require more information on Buy To Let Mortgages, Complex Mortgages, Commercial Mortgages, Expatriate Mortgages, Foreign Currency Mortgages, Large Value Mortgages. Marquee Property Mortgages, Multiple Mortgages, Product Transfers, Re Mortgages, Split Use Mortgages, Split Title Mortgages, Portfolio Landlords  you can contact Unusual Mortgages on UK 0845 474 3075 or International +44 1404 45397, email at enquiries@unusualmortgages.co.uk

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  • COMPLEX MORTGAGE SERVICE

    Unusual Mortgages are specialist Independent Mortgage Advisers who are highly experienced in advising clients in Expatriate Mortgages, Foreign Currency Mortgages, Large Value Mortgages, Split Properties / Title Deeds, Flats Above Commercial Premises, Commercial Mortgages.

    Our lead financial adviser Chris Morgan has 30 years of experience in Banking, Finance and Mortgage Advice.

    We have strong relationships with many off high street lenders, such as private banks, specialist banks, niche lenders and complex mortgage providers. Many offer exclusive products, that are tailored bespoke for clients and are only offered through financial advisers like ourselves.

    These are many of the areas in which we are able to offer advice. If you have a Mortgage Issue we can assist you with and it’s not on our A-Z of Mortgage Issues then please give us a call for us to for advice.

    A-Z of Mortgage Issues 

    • Adviser (Buy To Let Mortgages, Expatriate Mortgages, Foreign Currency Mortgages,  Fixed Rates Ending, Large Value Mortgages, Split Properties / Title Deeds, Marquee properties (Title Deed Issues, Two Kitchens – See sections below) Flats Above Commercial Properties, Commercial Mortgages. 
    • Braford & Bingley (End of Mortgage Term)
    • British Expat Mortgages
    • Buy to Let (Above Commercial Premises)
    • Buy To Let (Capital Raise)
    • Buy To Let (Declined High Street)
    • Buy To Let (End of Mortgage Term, also see End of Mortgage Term, Bradford & Bingley, Mortgage Express, Rosalite Mortgages, Rosinca Mortgages, Siberite Mortgages)
    • Buy To Let (Expat Products)
    • Buy To Let (Fixed Rate Ending)
    • Buy To Let (Incomplete Proof of Income)
    • Buy To Let (Interest Only)
    • Buy to Let Mortgage (Impact of Tax Status)
    • Buy to Let (Minimum Proof of Income)
    • Buy To Let (Multiple Mortgages)
    • Buy To Let (No Minimum Income)
    • Buy To Let (Portfolio Landlords)
    • Buy To Let (Product Transfers)
    • Buy To Let (Re Mortgages)
    • Buy  To Let (Rental Stress Test)
    • Cerburus Mortgages (End of Mortgage Term)
    • Citi Mortgages (End of Mortgage Term)
    • Commercial Mortgages
    • Complex Income Situations
    • Complex Mortgages
    • Country Properties (Marquee Properties)
    • Debt Consolidation
    • Declined High Street Lender (End of Mortgage Term)
    • Discounted Rate Ending
    • End of Mortgage Term (Bradford & Bingley, Cerburus Mortgages, Citi Mortgage, GMAC Residential Funding, Halifax Mortgages, Heliodor Mortgages, Intelligent Finance, Jasper Mortgages, Landmark Mortgages, Mortgage Express, Northern Rock, Roselite Mortgages, Rosinca Mortgages, Seberite Mortgages, Topaz Mortgages, UCB Home Loans, UK Asset Resolution. Whilstree, TSB)
    • Equity Based Lending (End of Mortgage Term)
    • Exit Route – (End of Mortgage Term)
    • Expat Mortgages (First Time Buyers, Buy To Let)
    • Fixed Rate Ending
    • Flats Above Commercial Premises
    • Foreign Currency Mortgages
    • GMAC Residential Funding (End of Mortgage Term)
    • Halifax Mortgages – (End of Mortgage Term – Interest Only)
    • Heliodor Mortgages – (End of Mortgage Term)
    • High Income Mortgages (Marquee Properties)
    • Higher Rate Tax Payer Rental Calculation (Buy To Let)
    • High Street Lender (End of Mortgage Term – Interest Only Exit Route)
    • High Value Mortgages (Marquee Properties)
    • Incomplete Proof of Income (SA302 & Self Employed)
    • Interest Only Mortgage (Buy To Let)
    • Interest Only Mortgage (Down Sizing Strategy)
    • Interest Only Mortgage (Exit Strategy)
    • Interest Only Mortgage (Later Life Lending)
    • Interest Only Mortgage (Term Ending, See End of Mortgage Term)
    • Impact of Tax Status (Buy To  Let Calculations)
    • Jasper Mortgages (Buy To Let End of Mortgage Term)
    • Kitchens (Multiple In One Property)
    • Landlord Mortgages
    • Landmark Mortgages (End of Mortgage Term)
    • Large Value Mortgages 
    • Late Payments On Credit Record
    • Let to Buy Mortgages
    • Listed Properties
    • Marquee Properties (Two Properties, with One Title Deed, Two Kitchens) 
    • Million Pound Mortgages
    • Minimum Proof of Income
    • Missing Proof of Income
    • Mixed Use Property
    • Mortgage Deeds (Two Properties, One Title)
    • Mortgage Term Ending (See End of Mortgage Term above)
    • Multiple Income Sources
    • Multiple Kitchens (One Property)
    • Multiple Mortgages
    • Multi Unit Properties (Multi Properties, One Title Deed)
    • Mortgage Express (Buy To Let End of Mortgage Term)
    • Mortgage Rejected (By High Street Lender)
    • No Minimum Income (Buy To Let)
    • Northern Rock (End of Mortgage Term)
    • Nurses Income (Agency and Bank Hours – Only where declined by High Street Lender)
    • Product Transfers
    • Portfolio Landlords
    • Professional Mortgages
    • Proof of Income (Problems meeting lender criteria)
    • Property Income (Problem meeting lender criteria)
    • Re Mortgages (Capital Raising)
    • Rosalite Mortgages (End of Mortgage Term)
    • Rosinca Mortgages (End of Mortgage Term)
    • Rural Properties (Mixed Use Properties)
    • SA302 Income Proof (Problems Producing Proof of Income)
    • Self Employed Income
    • Self Employed Mortgages.
    • Siberite Mortgages (Buy To Let End of Mortgage Term)
    • Stress Testing Portfolio’s
    • Split Title Deeds (Annex and House)
    • Thatched Roof Properties
    • Title Deed Issues (Multi Units One Title Deed, Marquee Properties, Rural Properties With Acreage, Two Kitchens)
    • Topaz Mortgages (Buy To Let End of Mortgage Term)
    • Two Kitchens (One Property)
    • UCB Mortgages (End of Mortgage Term)
    • UK Asset Resolution (End of Mortgage Term)
    • Utilising Other Income
    • Utilising Property Income
    • Willstree Mortgages (End of Mortgage Term)

    We have only a few types of mortgages where we do not offer advice

    • Auction Property
    • Bridging Loans (Unless the borrower is looking for an Exit Route)
    • Contract Races
    • Guarantor Mortgages
    • Help To Buy
    • New Build Property (Unless the property is already built and ready to move into)
    • Shared Ownership

    Lead Financial Adviser Chris Morgan, FPC, CeMap, CeRER. 

    Chris Morgan is the Lead Financial Adviser at Unusual Mortgages with over 30 years experience in Banking, Financial, Insurance and Mortgage Industries. He has worked for three major banks in his career – Lloyds, HSBC and Barclays.

    He is the former resident financial adviser for Barclays Regent Street, Liberty’s and Mayfair group of branches and been an Independent Financial Adviser since March 1999, when he created his own advisory practice Compass in Soho London. He has also been the Lead Financial Adviser at Unusual Risks and Unusual Mortgages, since 2009.

    He is a former Financial Adviser of the Year, Barclays Young Business Person of the Year and finalist in the FT Adviser Mortgage Adviser of the Year contest.

    He has also won a host of other community and industry awards for his consumer facing work within the finance industry.

    Chris has recently been shortlisted at The European Diversity Awards for Barclays Campaigner of Year. This is for his work as a Diversity Leader within the UK Financial Services Industry.

    *PLEASE NOTE

    Authorised and regulated by The Financial Conduct Authority. Please note most Buy to Let mortgages are not regulated by The Financial Conduct Authority.

    Fees will apply for mortgage advice. We charge a set fee of between £495 and £1995 per mortgage application, dependent on the amount of work involved, the type of mortgage you are applying for and any commission we receive from the lender on completion of your mortgage. Please contact us for a specific quotation.

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