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What would you do with share of inherited house?

24 replies

felicitytricity · 20/03/2022 13:45

This is the scenario. Both parents die, leaving 2/3 share of a house in a very popular seaside town. (Salcombe). House currently worth about £1.2 mil , sea views etc

We don't own any property. We rent in London. We both have high paying professional jobs, earning very good money.

Should we
A) Buy out my step sister's share of the house. Then either keep the house as a holiday home for ourselves, or let it out using a local agent.
B) Sell the house and use it to buy a flat/deposit on a house.

We would be able to afford to buy a small flat in London for ourselves in a few years time, even if we took out a mortgage to buy out my step sister's share.

OP posts:
CollyFleur · 20/03/2022 13:51

What's the sentimental attraction to the Salcombe house?

Is Salcombe somewhere you'd want to spend a lot a time going forward? How would owning a home there fit in with your life / careers?

Would you be prepared to spend most of your holidays there? (Out of season, if you want to hire it out for the lucrative summer months).

Or do you see your life and career staying London based and would life in London be improved by owning your own place there?

Only you can answer these questions!

DisplayPurposesOnly · 20/03/2022 13:52

A Buy out sister and move to Salcombe. (Possibly with M-T rental in London for work.)

B Rent house to local person at affordable rent and decent tenancy length. It's so hard for local people to afford homes in these locations. Buy out sister.

CheltenhamLady · 20/03/2022 14:03

Questions to ask/answer for yourselves:

Does your sister want to sell?
Would you/could you live in Salcombe and either commute weekly or change jobs?
Do you want to be a landlord?
Do you have an attachment to the home?
If you intend to have a family (or not) would living in Salcombe improve your quality of life long term?
Has either of you lived there/grown up there?
Do you have a friendship circle there?

Personally, I would consider your options very carefully as this could be a life-changing decision.

OnceUponAThread · 20/03/2022 14:13

One thing to be really careful of:

If you own the house in Salcombe then when you buy your home in London next year then it will be subject to second home stamp duty which is a massive increase in costs.

I'd be inclined to sell and put towards your deposit in London on that basis alone (since your OP implies that you definitely want / need a house in London).

If you already owned your London place it would be fine, as there's no stamp duty on inheritance. But unfortunately, this way around it's a pain.

Have you factored inheritance tax in?

fogglez · 20/03/2022 14:14

sell it, if you sell it after you buy in london you will also be liable for capital gains I think.

Charley50 · 20/03/2022 14:15

I would sell it and use your half as a deposit in London.

HollowTalk · 20/03/2022 14:19

I would sell the house and use the money to buy somewhere in London. Where you live every day matters so much more than having a holiday let, with all the inconvenience that brings. If it's being let week after week, it wouldn't feel like your own place when you went to stay.

What does your sibling want to do?

rookiemere · 20/03/2022 14:27

Seems to make more sense to sell it and use the money as a large deposit for a London property than burden yourselves with renting out a holiday home when you don't own your main residence.

CavernousScream · 20/03/2022 14:33

Sell it and use the money to buy somewhere in London. Anything else is just added hassle and tax complications

ukborn · 20/03/2022 14:41

B. Remember there might be inheritance tax.

TheBareTree · 20/03/2022 14:44

How old are you OP?

WallaceinAnderland · 20/03/2022 14:46

If you and step sister have 2/3 who has the other third?

HelloDulling · 20/03/2022 14:49

Sell, and buy in London. You can have holidays in Devon without the hassle of a second home.

Parsley1234 · 20/03/2022 15:01

Don’t sell Salcome it is a gold mine it could definitely fund your London home

Michellexxx · 20/03/2022 15:05

Does your sister want to sell?
I would actually rent it out for a while, use the money for investments/towards London home, then sell.
You will have to consider inheritance and capital gains tax. But, you could use this to maximise savings etc for a while with no huge outgoings initially. I have a family member who inherited a property (they already owned) and they collect 2k a month, after paying letting management, so it’s a decent earner.

MrsMoastyToasty · 20/03/2022 15:10

Or...give it to me! I've been going on holidays to Salcombe for over 40 years.

Seriously, what does your sister want to do?

SwedishEdith · 20/03/2022 15:32

Who has the house been left to and under what terms? Because if you and the step sister (and someone else?) have all just inherited it, you don't need to agree to buy anyone out, I don't think. You can just sell it.

extractorfactor · 20/03/2022 16:39

Firstly sorry for your loss. Thanks
1.2 mil means death duties will almost certainly be due on the estate. Factor that in before making any decisions. If it's 2/3 does that mean you own 66% of the house ?
What are the wishes of your step-sister? If you buy the house how are the contents split?
Would your stepsister be in a position to buy you out?

If your stepsister is happy to sell the house to you, next questions are:
Are your jobs doable from salcombe?
Would you want the hassle of being landlords if you rented it?
Have you looked into the massive amount of legislation being a landlord now requires?
If you kept it as a holiday home, how would you keep up with maintaining the property. At 1.2 mill, I'm assuming it has a garden or water frontage? Again how you maintain this?
We were in a similar position (house not worth 1.2 mil) so no tax for us, but in the end decided to sell, as we could see keeping the house would cause huge issues between siblings, and the hassle of renting when we both work full time was too much to take on.
We now have an amazing office in our garden which can double up as guest accommodation so for us it was the right decision.

parietal · 20/03/2022 21:21

unless you want to spend a lot of time in Salcombe looking after it / sorting tenants etc, you should sell it & use the money to buy a house / flat in the location you actually want to live in.

Twiglets1 · 21/03/2022 05:54

I would sell it and put the money towards buying a property in a location of your choice. More straightforward and likely to lead to fewer issues with your sister.

DaphneduM · 21/03/2022 09:21

Honestly, try to come to an arrangement with your stepsister and sell it. I had exactly this issue with our parents house - left equal shares with my two step-brothers and me. One insisted he didn't want to sell and it was rented out for years, but it never seemed as though I got much in rent, after expenses, repairs, etc. More hassle than it was worth. Thankfully myself and the other step-brother eventually forced the issue and it was sold. Thank goodness - as my step-brother has now died and left a very complicated estate which has still not gained full probate. So we definitely dodged a lot of hassle here.

Also as you don't own a property yet, it will be an ideal way to purchase a London house.

Hellorhighwater · 21/03/2022 10:23

I’m sorry to hear about your parents, it’s not an easy time.

This may not be a universal experience of inheriting property, but it is mine.

Getting a mortgage on an inherited property that you are not going to live in (I don’t know if its easier for your main residence) is a nightmare. Mine are 5% and that was the ONLY offer I could get two years ago, when rates were super-low, my credit rating was perfect, and I already had to buy-to-let in my name. It’s because the process of transferring the property into your name is ‘special’ - it’s not the same as a purchase or remortgage. Holiday lets are their own special kind of problem to get mortgages on, too.

If it is in Salcombe and you are in London, you will need an agent to let and manage it. Mine charges 14%, and it can be higher for holiday lets. It will not be let year round, and it probably won’t be let all ‘season’ either. There will be void periods. Also, there will be manically busy periods, people will break stuff, complain that stuff is broken and you didn't fix it fast enough (it may genuinely be un-lettable) and generally be a pain in the arse. Of course, not MOST people, but enough.

Rules and regulations for landlords are getting more and more onerous and tighter. Rightly so, in some cases, but if you don’t keep up with them you are breaking the law. It’s a minefield, and it’s often not the ‘passive income’ people usually imagine.

I think the tax implications are different for holiday lets, but recent changes mean you can’t claim your buy to let interest as a cost, and pay tax on your profits. You only get 20 percent tax relief. If you are not a higher rate tax payer, this makes no difference to your bottom line. If you are, it will. Especially if interest rates rise.

Interest rates will rise. I suspect property prices and the market generally are in a for a long slow down. Probably not a bubble burst crash (I sincerely hope) but this is definitely as good as its going to be for the next five years or so, possibly ten. That’s not a point against it, but you need to be in it for the long haul, or you’ll make a loss. If you envision selling in the next five years, now as it as good as its going to get.

Having said all that, I would keep it, if you can possibly get a half decent mortgage (sub 4% for five years). Holiday lets have tax advantages over regular rentals, you don’t have property, and the transfer into your name won’t attract stamp duty. (You will have to pay CGT if you gain and sell, but you always will).

If you have good jobs, you should be able to raise a reasonable mortgage. The process of selling property is expensive in itself, and really affects the return on the investment. If you can keep a property and it’s profitable it’s generally better in purely financial terms. Property is a good long term investment, if you have the ability to sidestep some of the process costs (SDLT, CGT, solicitors fees etc) it really boosts it.

In your situation, assuming you are happy with where you are renting, I would cost out the following:

Move to Salcombe and try commuting. You can get a residential mortgage (much cheaper). No CGT if you can stick it out for a year (even if you have M-T let in London, make it your main residence for a year and a day, and you don’t have to pay CGT when you sell). Depending on how much wfh you can both do, and costs of commuting/rent in London, you may be able to save for a deposit too, if you don’t like it. In theory, if didn’t continue to use it as your main residence, you would have to move it onto a different mortgage after one year. In practice, unless you apply for another mortgage, I suspect its very common not to move it. Not exactly above board, but not exactly a heinous crime, either. (All of my buy to lets ARE on the proper mortgages). This one depends a lot on whether you like Salcombe and the mortgage rates you can get.

Or (my preferred option). Get a mortgage for say 50% of the property. Buy out your SS, engage an agent and let it, Holiday lets are very in demand just now. Invest the extra 15% in something steady and use the income and any spare cash you have now to add to it and save like mad for a deposit for a flat in London. I would prioritise this over any other savings and pensions for a couple of years, and seriously think about lifestyle spending too. It’s a seller’s market now, but in 2 - 3 years, I think it will be a buyers market, If you can catch it, you’ll be in a great position to buy. Generally, you’ll be pretty well set up for life.

Especially in London, where everything is very expensive, and especially if you are planning a family, which will eat into earning potential, an additional income stream is invaluable. The costs of selling (or rather, what you save on inheriting and not buying) make it almost a no-brainier, and the slow down in the housing market means you will be in a great position to buy medium-term, and a really great financial position long term. I don’t think you will have to pay second home SDLT if you buy in London and Salcombe is a let. You are allowed one shot at first home SDLT on your main residence. So even if you have second homes, you can still sell and then buy another first home with the benefit of residential SDLT, even if there is a gap, or an overlap. The second home doesn’t automatically shunt up to become your first home, you have to make it your main residence to do that. I’m not one hundred percent sure if this will apply to you, as you don’t own a first home at present, but I think it should. One to double check (don’t expect your regular solicitor to know. I had to print out the relevant pages from HMRC and show mine. I did sell a first home, waited a year or so, then bought another main residence, while keeping my buy to lets. I didn’t pay second home SDLT on it, as it was a replacement first home, not another second one iyswim)

It doesn't really matter if you like Salcombe or not. The point is do other people. If you want to holiday somewhere different, you can afford to do that if this is a popular holiday let. Selling and buying somewhere you did like would be very tax-inefficient (although thats a very objective view).

TatianaBis · 21/03/2022 10:38

If you already owned in London, keeping it would be a no-brainer.

But I would prioritise getting onto the property in London over it as the sooner you buy the better. Price rises even in the last 2 years have been crazy. The longer you leave it the less you will get for your money, the more you have to earn to get what you want.

If you want to find a way to let - agents are usually 20-24% (14% quoted above is very low). Obviously a house in Salcombe is an excellent income stream and has surprisingly good all year round bookings - not just the high season. You can combine holiday home + letting no problem. Agents will ask x number of weeks available, and may offer commission prices depending how many weeks you take for yourself.

BeanStew22 · 23/03/2022 20:09

@OnceUponAThread

One thing to be really careful of:

If you own the house in Salcombe then when you buy your home in London next year then it will be subject to second home stamp duty which is a massive increase in costs.

I'd be inclined to sell and put towards your deposit in London on that basis alone (since your OP implies that you definitely want / need a house in London).

If you already owned your London place it would be fine, as there's no stamp duty on inheritance. But unfortunately, this way around it's a pain.

Have you factored inheritance tax in?

^ this is an important consideration

Is actually sell the Salcombe house (asap) & see if you can stretch to a small house on London - ie jump one rung of the property ladder

Even if you use it for deposit on a flat in London, that’s likely to appreciate more than other locations- Salcombe might be a close run though

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