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What would you do with 50k

44 replies

Safari234 · 22/09/2022 21:03

Would you overpay mortgage to bring down your monthly payments or invest money?

Thank you

OP posts:
Ladyof2022 · 23/09/2022 05:39

renant - TENANTS.

HollyBollyBooBoo · 23/09/2022 06:23

Overpay what you can on mortgage and you could lock the rest away in a one or two year fixed savings account.

If you can live without the money for say 5 years put it into STocks and shares ISA and a GIA, preferably through an IFA as they have better access to the market (but obviously they take their cut).

No to rental property, way too much hassle for short term payback, you can make more interest easier plus have access to money if circumstances change.

Twiglets1 · 23/09/2022 06:35

I would overpay the 10% you are allowed to on your mortgage and plan to overpay 10% in the next mortgage year too. Don’t reduce the amount you pay to your mortgage provider though. Use the overpayment to reduce the term of your mortgage.
With the rest of the money I would plan a great holiday and put the rest in the best high interest account I could find. None of them offer great rates at the moment but I have some savings with Chase Bank who offer a better rate than most.

red4321 · 23/09/2022 06:41

I get confused as some people say oh don't over pay mortgage as interest rates are so low anyway. But then so are the savings rates?

I have an interest only mortgage that I could have paid off several years ago. I choose not to because I'm paying 0.99% on my mortgage and (2022 aside) have typically made a 20-30% annual return on my equity investments. They're also in an ISA so free of CGT.

You'd still be making money in a fixed term savings account, although with the base rate forecast to rise to 2.5-3% next year, it's worth working out whether you'd be better putting the money in a market-leading instant access account.

It's also more flexible - once you've overpaid on your mortgage, you lose access to the money. I should add that I work in the financial services industry so I'm comfortable with some risk.

MN seems very averse to investing money rather than paying off your mortgage.

ladywithnomanors · 23/09/2022 06:48

I’m on this position at the moment OP. I have left an inheritance of £85,000. I spend £6000 paying off debt and the remainder has been sat in a savings account. My relative worked so hard for her money that I feel guilty spending it .

red4321 · 23/09/2022 06:48

Also I'd avoid buy to let at the moment. I listened to a seminar by two fund managers last night and it was very depressing.

Inflation forecasts by the Bank of England have underestimated it by some margin, meaning that interest rates will have to keep rising. Add in the spending by Liz Truss, the weakness of the pound and the pending recession (plus changes to no fault tenant evictions), and it's not a great time to buy a rental property.

We looked at buying a BTL flat in Marylebone (which has a strong market for international buyers) and I'm getting daily emails of price reductions on nearly all the properties for sale. Plus the profit after rising interest rates was minimal, if any.

The only positive is that the rental market has gone crazy as many of the BTL landlords have sold up, meaning there's lower supply which has pushed up prices (but still not into decent profit territory).

lannistunut · 23/09/2022 06:53

Given the likely trajectory of mortgage rates personally I would look to reduce that, you will have to remortgage at some point and rates are going to be higher for some time.

IbizaToTheNorfolkBroads · 23/09/2022 06:55

Pay off the mortgage (£9 K left)
Solar panels
Ground source heat pump
Holiday

RoachTheHorse · 23/09/2022 06:58

IbizaToTheNorfolkBroads · 23/09/2022 06:55

Pay off the mortgage (£9 K left)
Solar panels
Ground source heat pump
Holiday

Just a heads up. Our neighbour just decommissioned their ground source heat pump and went back to oil. The electricity to run the pump was costing an exorbitant amount.

With you on solar though.

We just remortgaged and borrowed money to do essential work on the back of the house. So after solar it would go into savings until we've got architect drawings. Suck and a tighter quote.

IbizaToTheNorfolkBroads · 23/09/2022 07:31

@RoachTheHorse, we're designing in sufficient solar batteries to run the ground source heat pump. We have a long term strategy.

Ricepops · 23/09/2022 07:37

We're in a similar situation at the moment OP. However, we're looking to move house so are currently keeping most of it in a notice savings account, and then paying around £10k a year off the mortgage. The mortgage overpayments are deliberate as we want to tie up a bit of money in the house rather than being tempted to spend it all elsewhere!

If we weren't looking to move I would put some aside for a new car and put the rest in S&S ISA.

Changedmynamefor · 23/09/2022 07:41

red4321 · 23/09/2022 06:41

I get confused as some people say oh don't over pay mortgage as interest rates are so low anyway. But then so are the savings rates?

I have an interest only mortgage that I could have paid off several years ago. I choose not to because I'm paying 0.99% on my mortgage and (2022 aside) have typically made a 20-30% annual return on my equity investments. They're also in an ISA so free of CGT.

You'd still be making money in a fixed term savings account, although with the base rate forecast to rise to 2.5-3% next year, it's worth working out whether you'd be better putting the money in a market-leading instant access account.

It's also more flexible - once you've overpaid on your mortgage, you lose access to the money. I should add that I work in the financial services industry so I'm comfortable with some risk.

MN seems very averse to investing money rather than paying off your mortgage.

I agree with this. As you’re on a good fix for now , I’d stick it all in the best rate savings til that expires - ideally 20k in a cash isa, the rest in the best regular savings account rate you can find. Once your fix runs out, you can access it to use when you renegotiate your mortgage.

loveislouderthanwar · 23/09/2022 07:51

That amount would clear my mortgage completely and I'd have 3k left to do a few little jobs in the house.

JammyDodgersandPeas · 23/09/2022 07:55

In a similar situation but not quite as much - I've paid a chunk off the mortgage, got braces and I'm getting the house redecorated. I've also upgraded a few bits of my wardrobe and bought a big stack of books that I've wanted for ages. I've got a small nest egg left that I'm trying to decide what to do with, but I want to keep it safe somewhere in cause of emergencies.

RoachTheHorse · 23/09/2022 08:12

IbizaToTheNorfolkBroads · 23/09/2022 07:31

@RoachTheHorse, we're designing in sufficient solar batteries to run the ground source heat pump. We have a long term strategy.

Awesome. Sounds great!

Safari234 · 23/09/2022 08:13

Thank you everyone for your input. I will be looking for a 2 year rate isa I think as we can afford our mortgage payments and still save (at the moment) each month but obviously bills going up etc.

We've kept a years worth of cushion separate to cover mat pay/unforseen circumstances.

Pensions we both work for nhs/local government and pay 12% and 8% so feel that's okay for now.

Cars are all okay, no major work for the house except maybe solar panels for energy saving. However we are not sure if this is our forever home and been advised that unless we plan to stay for at least 8 to 15 years it may not be worth us doing it. I need to keep looking into those quotes and research.

Weve been doing the little extra nice bits to treat ourselves e.g new bed, special holiday. It's more now what do we do with the lump sum left as currently getting pennies interest. Most of our money is in premium bonds and doing okay with wins. Maybe just add the rest to that.

Can you just add more cash when you remortgage to make your LTV better? I.e put it onto savings then in 2 years time say oh we have 50k extra for our equity?

Thank you

OP posts:
YankeeDad · 25/09/2022 10:43

if you find out that you can pay down however much of your mortgage you wish when the fixed term expires, then it’s better to invest for 2 years rather than pay down early, provided the after tax interest and after-fees interest rate you can earn on the money exceeds the interest rate you are paying.

that probably works within an ISA but is more difficult outside, due to taxes. The ISA investment in a given year is limited to £20k, or if you are married and if you consider this as ‘family money’ then you could put an additional £20k in your husband’s name to be able to invest £40k tax free in total. However, if you have even the slightest wish to keep the inheritance money separate and in your sole name, then don’t do that, and instead put £20k this year and then another £20k after the new tax year starts.

An alternative to the fixed ISA might be to buy gilts within an ISA. That would have more fees attached so you might earn a bit less, but one benefit of the gilt is that if you change your mind during the 2 years and wish to invest the money in something else, you could sell the gilt. There could be a small loss in case of sale if interest rates have gone up, but with a fixed ISA you might not have the option at all to access the money early.

That still leaves either £10k or £30k. you’d have to deduct taxes at your marginal rate as well as possibly fees to work out whether it’s still better than overpayment on the mortgage, or at least equivalent. If you’re a basic or even a higher rate taxpayer then my guess you probably still come out ahead with the gilt or savings, but if you’re in the 60pct band then the mortgage overpayment might be slightly better. That’s with current interest rates which are just over 3pct. Premium bonds are another option: lower interest rate than the gilt, but winnings are not taxable.

The one thing that is clear is that leaving it in a low interest bank account is the worst option. You should be earning at least 1.8-2.0pct net of fees and taxes in the current environment.

ConsuelaHammock · 25/09/2022 13:32

In your situation I would pay it off my mortgage.
Personally I would buy a second hand electric car and invest the rest.

LBFseBrom · 13/04/2023 12:13

'Give a little, save a little, spend a little' is my motto.

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