Case Study – How we helped a first-time landlord purchase his first buy to let

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It’s never too early to consider your family’s financial future, especially if you’re self-employed or own a business. We just assisted a customer in making his first buy to let investment despite the fact that he was a self-employed contractor working through his small company.

 

The Background –

Over five years ago, we first secured our client his residential mortgage. Mr. M was a self-employed contractor who ran his own small business. He informed us that he was thinking about his family’s future and wanted to explore options for investing to assist them when they grew up.

He wanted to learn more about buying an investment property, but he was unsure where to begin. We assisted him in purchasing his first buy-to-let property by releasing equity from his house. We then went on to locate a buy-to-let lender that could give our customer the greatest possible financing for his new acquisition including buying the property as a limited company.

The Problem

Mr M wasn’t sure where to start, the different criteria he saw with lenders was confusing especially for someone in his position working for himself through the pandemic.

He wanted to take advantage of the equity in his house to raise his deposit. He was also curious as to whether he should acquire property in his own name or in a limited company.

To complicate matters, to keep up with the newest rules on IR35 Mr M had to alter the way he was paid, which disrupted his accounting and made it difficult for him to understand how best to proceed.

How we helped

After an initial meeting, we broke down the process into three stages:

We started by making sure Mr M’s figures were correct, then we worked out how much equity he might potentially free up from his house, allowing our client to set a maximum buy-to-let purchase price.

We discussed the advantages and disadvantages of buying to let property ownership, as well as purchasing as a limited business. This was something he wanted to dig further into, particularly how it would impact his tax obligations, so we advised him to contact his tax advisor for a better understanding of the specifics of his situation. He opted for a limited company after doing this.

With our access to the whole market and having all of the information and alternatives at our fingertips, we were able to get options from a variety of specialist buy-to-let lenders that met our client’s criteria.

The Outcome

  • After just ten days, we had a deal for our client for the total amount he wanted for this remortgage.
  • It took him around two weeks to find his buy-to-let property, and as we had secured the mortgage, our client was able to make an offer he knew he could afford.
  • 48 hours later the offer had been accepted and we began work to secure his buy to let mortgage.
  • Just 14 days later we had secured the buy to let offer for our client and he is due to complete mid-October 2021.

We can help

If your considering investing in a buy to let, let us know. Our team can offer expert advice that will suit any circumstances like Mr M wanting to invest for his family!

It makes sense to talk to a qualified mortgage broker. Call us at The Mortgage Stop today, tel: 01794 379379 or you can email us on: hello@themortgagestop.co.uk.

Your property may be repossessed if you do not keep up repayments on your mortgage.  Not all Buy to Let Mortgages are regulated by The Financial Conduct Authority

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You are now leaving the website of The Mortgage Stop Ltd and we cannot be held responsible for the content of this external website.