Mortgages/Contractors

    Assessed on your day rate, not your accounts

    A number of lenders will annualise your contract rate and lend against that — often far more than your drawn income would support.

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    Contracting sits awkwardly between employment and self-employment, and the lenders who understand it treat it as its own category. Rather than picking through company accounts, they take your day rate, multiply it out across a working year, and lend against the result. For a contractor drawing a modest salary from a limited company, this is usually far more generous than any accounts-based assessment — and it can apply even in your first year of contracting.

    How day-rate assessment works

    The usual calculation takes your daily rate, multiplies by the days you work in a typical week, then by around 46 to 48 weeks to allow for gaps and holiday. That annualised figure is then treated much like a salary. For most professional day rates it produces a notional income well above the modest salary an accounts-based assessment would use, against which normal income multiples then apply.

    What lenders want to see

    • A current signed contract showing the rate and term
    • Usually twelve months' contracting history, though some accept six
    • A record of renewals or back-to-back contracts
    • Evidence you were in the same line of work beforehand, if you're newly contracting
    • Your limited company or umbrella arrangement details

    Inside or outside IR35

    IR35 status affects how you're paid rather than whether you can borrow. Contractors inside IR35 paid through an umbrella company are often assessed on payslips, more like an employee. Those outside IR35 through their own limited company are the classic day-rate case. Both are workable; they simply route to different lenders.

    Gaps between contracts

    Short gaps are normal and lenders expect them. What they look for is a pattern of continuous work rather than an unbroken record. A gap of a few weeks between engagements rarely causes a problem; several months without work in the last year will narrow the options.

    Frequently asked questions

    I've only been contracting six months. Is it too soon?

    Not necessarily. Some lenders accept six months' contracting where you were previously employed doing similar work, treating the move as a continuation rather than a fresh start.

    Will they use my day rate or my company accounts?

    With a day-rate lender, the rate — the accounts are largely set aside. That is usually the more generous route for contractors who draw a small salary, which is why identifying those lenders matters.

    Does an umbrella company make it harder?

    No, just different. Umbrella contractors are often assessed on payslips like an employee, which suits some cases better than day-rate assessment.

    Worked example

    Day rate versus accounts, for the same contractor

    A contractor on a signed day-rate contract who draws a small salary from their own limited company.

    Day rate
    £450
    Days worked per week
    5
    Weeks used by a day-rate lender
    46
    Annualised income
    £103,500
    Salary actually drawn
    £12,570
    Assessed income, accounts-based lender
    £12,570 plus dividends

    The same contractor is a six-figure earner to one lender and a modest one to another. Nothing about the person changes — only which lender reads the case.

    Illustrative, using researched local price data. Not a quotation, an offer, or a statement of what any lender would agree — your own figures decide that.

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