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How much more mortgage is too much?

16 replies

HelpMeHiveMind · 26/01/2022 12:28

How much additional did you "step up" when you moved from one property to the next?

We can afford the house we are looking at - in fact, the bank would technically lend us a lot more. BUT the mortgage would still be an extra 400 per month on what we currently pay (having spent a good 5 years getting our current one under 1k for the first time ever!).

This seems like a huge, probably stupid, stretch to me. Especially with interest rates and oil/gas about to rocket.

What do others think?

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lunar1 · 26/01/2022 12:31

Ours doubled, but we are still able to save every month. We also have enough equity that we can sell up and buy something big enough outright if our circumstances change.

HelpMeHiveMind · 26/01/2022 12:33

Great point re: equity. So would we...but only if we relocated to a far cheaper area

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Yellow85 · 26/01/2022 12:35

First house to second > 100k or 250 p/m more
Second to final house > 90k or 170 p/m more

PamelaDoov · 26/01/2022 13:19

Buying our second house now and our mortgage will be around £300 extra a month. But it doesn’t seem huge to us because our previous mortgage was pretty low. It’ll just be a bit of a shock while we get used to it.

ComtesseDeSpair · 26/01/2022 13:42

It’s not a good idea if it represents 50% or more of your total household income, or you aren’t especially confident of job security. If it represents a smaller proportion and you have secure employment then it’s really not particularly problematic. That it’s a huge increase is just a problem in your head.

Surely part of the motivation for earning decent money is to enjoy it, including through having as nice a home as you can afford, rather than being overly cautious and possibly never getting to reap the benefits if e.g. you die young.

HelpMeHiveMind · 26/01/2022 13:56

@ComtesseDeSpair that's precisely what my DH thinks- he's much less cautious with money than I am. No, it would be about 30% of our total monthly income going on mortgage whereas at the moment its not that high. Our jobs are pretty stable- as much as anybodys are at the moment.

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TheChemicalMother · 26/01/2022 14:05

It all depends on how badly you need / want a bigger bite and extra facilities (better area / off street parking or whatever), how much job / earning security you have and how much disposable and savings income the new mortgage leaves you with.

Also are you planning any future high expenditure? Another child? Private school, etc.

If you earn pots and pots, and are secure, % isn’t so important because if your mortgage leaves you 40% of £15k each month you probably have enough to live on. If it leaves you 40% of £3k, not so much!

What do you do at present with that £400? Save it towards the new house? Would you still be able to save for everything else?

MintJulia · 26/01/2022 14:11

If one of you loses your job or is unable to work through illness, could you survive and pay the mortgage for 12 months on one salary?

I use that as a rule of thumb because it has never taken me longer than 12 months to find the next job, or to sell a house.

hariborabbit · 26/01/2022 14:17

There are so many variables, so difficult to give a straightforward answer as to whether it is a good idea! In our relationship it's the other way round, I'm always happy to borrow the max but DH is more cautious. Our current mortgage is 20% of our net income but we overpay.

Ours went like this:

Flat --> house 1 = + 225k
House 1 --> house 2 = + 40k

No comparison available for monthly payments as we adjusted the term each time which obviously had a big impact.

Where's the extra 400 going currently? Do you need it or is it mostly disposable? How long until you retire?

mindutopia · 26/01/2022 14:25

From renting to buying, ours went up £400. I wouldn't want it to be much more than that, but the property has income potential (separate self-catering cottage) and we bought just at the time that youngest dc was starting school (so no more nursery bills).

Agadorsparticus · 26/01/2022 14:32

We were paying £432pm on a 3 bed semi and our new mortgage will be £490pm on a 4 bed detached. This is due to is extending the term back to 25yrs (but fixed for 5). Interest rates are half than our old mortgage.

We like to keep the payments low and repay off in lump sums either during the fixed period or after it ends. It offers more flexibility to save more or if one of us loses our job etc.

HelpMeHiveMind · 26/01/2022 14:36

@MintJulia I said this to DH, but he (rightly!) Pointed out that even in our current home, if one of us couldn't work we wouldn't afford the mortgage. So we'd need to find another job pronto and/or take a mortgage holiday. He and I are very equally paid.

@hariborabbit I have a very expensive hobby that it would be pretty life changing to give up, although obviously could if push came to shove. It is a luxury, but one that is a huge part of me and my happiness so my family have always accepted the cost. Other than that, our disposable income just goes on holiday saving, days out and meals - we usually manage to save quite a lot most months except Christmas/ birthday months even without living too frugally. But cost of living is certainly rising and interest rises etc do worry me!

We are maxed out on mortgage terms- already going to be paying it off until we retire! Although realistically we will sell and downsize in the future.

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MintJulia · 26/01/2022 15:36

Then perhaps building up some savings so you have a buffer, might be a better move than ramping up your mortgage this year.

Generally having 6 months living expenses stashed away is regarded as prudent. How long would it take you to put 6 months money into an ISA?

Fretfulmum · 26/01/2022 15:49

No one can answer this for you. Depends on you financial circumstances as a whole. Our mortgage is £3k/month but that’s 20% of our monthly income. And our other monthly expenses are low for various reasons, so we also save a lot of money monthly. You need to look at your finances as a whole as it’s not about the % of your monthly income which goes on a mortgage, it’s about what you have left over after all your expenses have been taken into account

WombatChocolate · 26/01/2022 17:04

I agree that the raw figures don’t tell you much.

What will you have in savings after moving? Most people run their savings right down in order to move, but if you’ve still got a buffer in the bank, you can weather a crisis if it occurs. So, if you can put aside/not spend on moving house a sum of 6 mo this living expenses, then S probably doable.

Also, what else do you spend on? After basic bills, how much do you still need per month? Will the higher mortgage allow that spending to happen …and that spending needs to include some pension payments and some saving, especially if your buffer is small. The basic figure increase if £400 is fine if it’s affordable. For some £100 more won’t be affordable and for others an extra £2k will be. It depends on your income and other expenditure.

Mortgages are there at least for the medium term so you need to consider prospects too. If there’s a good chance of big pay rises, it makes taking a big jump in mortgage payments more sensible than if you’re never likely to see another pay rise again.

Within all this, factor in an increase in mortgage rates at some point.

For those who have got decent savings and at least some prospects and have the ability to control their spending and cut down a bit for a couple of years if needed, pushing themselves on mortgage borrowing is often a good thing and something they’re glad they did, especially if it means getting the forever house and avoiding having to move again in a few years, which is very expensive.

It’s not good to leave yourself unable to pay bills or unable to deal with a small crisis like a new boiler being needed….but beyond that, most professional people who have some some cope if boosting their incomes (promotion or one person returning to full time work from part time etc) can cope with a couple of years of relative hardship and it’s worth it, for the longer term benefits. Many people look back and laugh at the mortgage payment they thought was so much and so stretching, and within a few years say it’s very manageable. But lots have a couple or few years of limited holidays and new cars etc, and for most people that’s fine and liveable with.

If you’re still able to put some money into your pension and save a bit and have some kind of buffer, plus ideas for boosting income if not now but in the next five years, there’s little point holding off pushing yourself…because what will you do with that money not spent on the mortgage? You’ll either just boost savings more (there’s time for that later as long as you’ve got some now) or spend it on cars and holidays (and putting it into property is better…for your lifestyle and for future value)….so only don’t do it if you can’t afford it.

pinksquash13 · 26/01/2022 21:00

If it's only 30% of income, I'd push it to 40% and reduce your term so you'll be debt free quicker and you'll save interest paid.

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