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MORTGAGE COSTS & FEES

Mortgage costs and fees explained

Mortgage costs and fees explained

Taking out a mortgage can involve more than the mortgage repayments themselves. Depending on the mortgage and the property transaction, there may be fees charged by the lender, adviser, solicitor or conveyancer, surveyor and other organisations.

Understanding which costs may arise — and when — can help you plan for the wider cost of arranging a mortgage or buying a property.

MortgageAdvice.co.uk provides straightforward information and, where appropriate, can introduce you to a selected adviser who can provide regulated mortgage advice.

No obligation to proceed.

Your home may be repossessed if you do not keep up repayments on your mortgage.

THE BIG PICTURE

What kinds of mortgage costs might you encounter?

What kinds of mortgage costs might you encounter?

Mortgage and property costs can come from several different parts of the process. It can help to separate the cost of arranging the mortgage from the costs associated with the property transaction itself.

THE WIDER COST OF ARRANGING A MORTGAGE OR BUYING A PROPERTY

THE WIDER COST OF ARRANGING A MORTGAGE OR BUYING A PROPERTY

01

MORTGAGE

Arranging the mortgage

Costs connected directly with arranging or changing the mortgage.

LENDER FEES

MORTGAGE ADVICE FEES

VALUATION-RELATED CHARGES

01

MORTGAGE

Arranging the mortgage

Costs connected directly with arranging or changing the mortgage.

LENDER FEES

MORTGAGE ADVICE FEES

VALUATION-RELATED CHARGES

02

PROPERTY TRANSACTION

Buying or transferring the property

Costs associated with the legal and practical process of buying or transferring a property.

LEGAL / CONVEYANCING COSTS

PROPERTY TAXES

SEARCHES & TRANSACTION COSTS

03

WIDER COSTS

Other costs around the transaction

Other costs that may arise around the purchase, move or ownership of the property.

SURVEYS / INSPECTIONS

REMOVALS

INSURANCE / OTHER PROPERTY COSTS

Not every cost applies to every mortgage

The costs involved can depend on whether you are buying, remortgaging or making another change to your mortgage, as well as the lender, property and circumstances.

MORTGAGE FEES

What fees might be connected with the mortgage itself?

What fees might be connected with the mortgage itself?

Different mortgages can have different fee structures. The names used for individual charges can also vary.

01 PRODUCT OR ARRANGEMENT FEES
Some mortgage products may include a fee for arranging or providing the mortgage. The terminology and way the fee is charged can vary.

01 PRODUCT OR ARRANGEMENT FEES
Some mortgage products may include a fee for arranging or providing the mortgage. The terminology and way the fee is charged can vary.

02 VALUATION-RELATED COSTS
A lender may arrange a valuation of the property as part of its mortgage assessment. Whether a charge applies can depend on the mortgage and lender.

02 VALUATION-RELATED COSTS
A lender may arrange a valuation of the property as part of its mortgage assessment. Whether a charge applies can depend on the mortgage and lender.

03 MORTGAGE ADVICE FEES
A mortgage adviser may charge a fee for providing advice or arranging a mortgage. The adviser should explain any fee and when it becomes payable.

03 MORTGAGE ADVICE FEES
A mortgage adviser may charge a fee for providing advice or arranging a mortgage. The adviser should explain any fee and when it becomes payable.

04 OTHER LENDER CHARGES
Other charges may apply depending on the mortgage, the lender and what happens during the life of the mortgage.

04 OTHER LENDER CHARGES
Other charges may apply depending on the mortgage, the lender and what happens during the life of the mortgage.

Check what a fee is for — not just what it is called

Different lenders and firms may use different terminology. The important questions are what the charge relates to, when it becomes payable and whether it is refundable.

TIMING

When might a mortgage fee be paid?

When might a mortgage fee be paid?

Mortgage-related fees are not necessarily all paid at the same point in the process.

01

APPLICATION

Application

Some costs may arise when the mortgage application or related work begins.

01

APPLICATION

Application

Some costs may arise when the mortgage application or related work begins.

02

MORTGAGE OFFER / ARRANGEMENT

Mortgage offer / arrangement

Some fees may be connected with arranging the chosen mortgage product.

02

MORTGAGE OFFER / ARRANGEMENT

Mortgage offer / arrangement

Some fees may be connected with arranging the chosen mortgage product.

03

COMPLETION

Completion

Some costs may become payable when the mortgage or property transaction completes.

03

COMPLETION

Completion

Some costs may become payable when the mortgage or property transaction completes.

04

DURING OR WHEN CHANGING THE MORTGAGE

During or when changing the mortgage

Other charges may arise later, depending on the mortgage and what you do with it.

The timing and treatment of a particular fee should be checked for the mortgage or service concerned.

PAYING FEES

Can a mortgage fee be added to the loan?

Can a mortgage fee be added to the loan?

Some mortgage-related fees may be capable of being added to the mortgage rather than paid separately, depending on the mortgage and lender.

PAYING A FEE SEPARATELY

The fee is paid from money available outside the mortgage.

ADDING A FEE TO THE MORTGAGE

The fee becomes part of the mortgage borrowing where the lender and mortgage allow this.

Adding a fee to the mortgage can increase the amount borrowed

If a fee is added to the mortgage, it forms part of the borrowing and interest may be charged on that amount while it remains outstanding.

VALUATIONS & SURVEYS

Is a mortgage valuation the same as a property survey?

Is a mortgage valuation the same as a property survey?

No. A lender’s mortgage valuation and a survey commissioned for the buyer serve different purposes.

LENDER’S MORTGAGE VALUATION

Part of the lender’s mortgage assessment. The lender may arrange a valuation to help it assess the property for mortgage purposes.

It is primarily for the lender’s purposes.

BUYER’S PROPERTY SURVEY

Information about the property’s condition. A buyer may separately choose to obtain an appropriate survey or inspection of the property.

This is separate from the lender’s mortgage valuation.

Do not assume the lender’s valuation is a survey for you

If you want information about the condition of a property, consider what type of survey or inspection is appropriate for the property and your circumstances.

LEGAL PROCESS

What legal and conveyancing costs might arise?

What legal and conveyancing costs might arise?

A solicitor or conveyancer usually carries out legal work connected with the property transaction and the mortgage.

LEGAL WORK
Fees for the solicitor or conveyancer carrying out the legal work.

LEGAL WORK
Fees for the solicitor or conveyancer carrying out the legal work.

PROPERTY SEARCHES
Searches and enquiries may be required as part of the property transaction.

PROPERTY SEARCHES
Searches and enquiries may be required as part of the property transaction.

REGISTRATION / TRANSACTION WORK
Costs may arise in completing and registering the property transaction and mortgage.

REGISTRATION / TRANSACTION WORK
Costs may arise in completing and registering the property transaction and mortgage.

OTHER DISBURSEMENTS
Your solicitor or conveyancer may pay certain third-party costs on your behalf as part of the transaction.

OTHER DISBURSEMENTS
Your solicitor or conveyancer may pay certain third-party costs on your behalf as part of the transaction.

Ask for the total expected legal cost

When comparing legal quotations, check which costs are included and which third-party charges or disbursements are shown separately.

PROPERTY TAX

Could tax be payable when you buy a property?

Could tax be payable when you buy a property?

Property transactions can involve tax depending on where the property is located and the circumstances of the purchase.

ENGLAND & NORTHERN IRELAND
Stamp Duty Land Tax
Different property transaction taxes apply. The amount and rules depend on the circumstances; current official rules should be checked.

ENGLAND & NORTHERN IRELAND
Stamp Duty Land Tax
Different property transaction taxes apply. The amount and rules depend on the circumstances; current official rules should be checked.

SCOTLAND
Land and Buildings Transaction Tax
Different property transaction taxes apply. The amount and rules depend on the circumstances; current official rules should be checked.

SCOTLAND
Land and Buildings Transaction Tax
Different property transaction taxes apply. The amount and rules depend on the circumstances; current official rules should be checked.

WALES
Land Transaction Tax
Different property transaction taxes apply. The amount and rules depend on the circumstances; current official rules should be checked.

WALES
Land Transaction Tax
Different property transaction taxes apply. The amount and rules depend on the circumstances; current official rules should be checked.

Property tax is separate from the mortgage

Any property transaction tax is part of the wider cost of buying the property rather than a charge for arranging the mortgage itself.

THE WIDER PURCHASE

What other costs might be worth planning for?

What other costs might be worth planning for?

Some costs of buying or moving home sit outside the mortgage and legal process.

SURVEYS OR INSPECTIONS
Costs of obtaining information about the condition of the property where you choose to do so.

SURVEYS OR INSPECTIONS
Costs of obtaining information about the condition of the property where you choose to do so.

REMOVALS
Moving belongings between properties may involve removal or storage costs.

REMOVALS
Moving belongings between properties may involve removal or storage costs.

INSURANCE
Insurance may need to be considered in connection with the property and your wider circumstances.

INSURANCE
Insurance may need to be considered in connection with the property and your wider circumstances.

PROPERTY OR MOVING COSTS
Other costs can arise from preparing for, completing or settling into the property.

PROPERTY OR MOVING COSTS
Other costs can arise from preparing for, completing or settling into the property.

REMORTGAGING

Can remortgaging involve costs too?

Can remortgaging involve costs too?

Yes. Changing your mortgage can involve costs as well as potentially changing the interest rate or mortgage terms.

LEAVING THE EXISTING MORTGAGE
Charges may apply when leaving or changing an existing mortgage, depending on its terms.

LEAVING THE EXISTING MORTGAGE
Charges may apply when leaving or changing an existing mortgage, depending on its terms.

ARRANGING THE NEW MORTGAGE
The replacement mortgage may have its own fees or charges.

ARRANGING THE NEW MORTGAGE
The replacement mortgage may have its own fees or charges.

LEGAL / PROPERTY WORK
Legal work, valuation-related work or other services may be needed depending on the remortgage.

LEGAL / PROPERTY WORK
Legal work, valuation-related work or other services may be needed depending on the remortgage.

Compare the wider cost, not one fee in isolation

When reviewing a mortgage, it can be useful to consider relevant fees and charges alongside the mortgage terms rather than looking at one cost on its own.

BEFORE YOU PROCEED

Questions worth asking about mortgage costs

Questions worth asking about mortgage costs

Understanding what a charge is for, when it is payable and what is included can make it easier to compare the wider costs involved.

Understanding what a charge is for, when it is payable and what is included can make it easier to compare the wider costs involved.

01

What fees apply to the mortgage?

Check which charges relate directly to the mortgage product or lender.

02

When does each fee become payable?

Different charges can arise at different stages of the process.

03

Is a fee refundable?

Check what happens if the mortgage or property transaction does not proceed.

04

Can any fee be added to the mortgage?

If so, consider that it becomes part of the mortgage borrowing.

05

What other property-purchase costs should I allow for?

Legal work, tax, surveys and moving costs can sit outside the mortgage itself.

06

What is included in each quotation?

Check whether third-party costs and disbursements are included or shown separately.

You do not need to know every cost before speaking to a mortgage adviser, solicitor or conveyancer, but understanding what to ask can help you make sense of the quotations and information you receive.

COMMON QUESTIONS

Mortgage costs and fees FAQs

Mortgage costs and fees FAQs

What is a mortgage arrangement fee?

Can mortgage fees be added to the mortgage?

Do I have to pay for a mortgage valuation?

Is a mortgage valuation the same as a survey?

What legal costs are involved with a mortgage?

Does remortgaging involve fees?

MORTGAGE ADVICE

Want to understand your mortgage options?

MortgageAdvice.co.uk can introduce you to a selected mortgage adviser who can provide regulated advice based on your circumstances.

Speak to a mortgage adviser

No obligation to proceed.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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