Mortgages/One Year's Accounts

    One year's trading isn't a dead end

    Most lenders want two or three years. A smaller group will work with one — especially where you did the same job as an employee beforehand.

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    Your home may be repossessed if you do not keep up repayments on your mortgage.

    The conventional wisdom is that you need two or three years of accounts before any lender will look at you. It isn't true — it's just that the lenders who will consider a single year are fewer, and you have to know who they are. What matters most is the story behind the year: someone who left employment to do the same work self-employed presents a very different risk from someone who started a business in an unfamiliar sector.

    What makes a one-year case work

    • A full twelve months of trading, with accounts or an SA302 to evidence it
    • Continuity — the same trade or profession you were employed in
    • Relevant qualifications or a professional register entry
    • A healthy deposit; the choice widens considerably below 85% loan-to-value
    • Clean recent credit conduct

    Continuity is the whole argument

    A plumber who spent eight years employed by a firm and then went out on their own is, to a sensible underwriter, the same risk doing the same work. A lender that understands this will weigh the eight years as well as the one. Being able to evidence that history — old payslips, references, professional registration — often does more for the case than the accounts themselves.

    What it's likely to cost

    Expect a slightly narrower rate choice than a two- or three-year case would attract, and be prepared for more underwriting questions. Many borrowers in this position take a two-year product deliberately, then remortgage onto mainstream terms once a second and third year of accounts exist.

    If waiting is the better option

    Sometimes it is, and an honest adviser will say so. If you're three months from a second set of accounts and the numbers are improving, waiting may get you a materially better rate. That is a calculation worth doing rather than assuming either way.

    Frequently asked questions

    Do I really need a bigger deposit?

    Not always, but it helps a great deal. The number of lenders willing to consider one year's accounts increases noticeably once you're at 85% loan-to-value or below.

    What if I'm partway through my second year?

    Some lenders will take one full year's accounts plus evidence of ongoing trading, such as recent invoices and bank statements. It depends on the lender and how strong the interim figures look.

    Will I pay a much higher rate?

    Usually somewhat higher than a mainstream case, though not dramatically so with a decent deposit and clean credit. Many people treat it as a stepping stone and remortgage once more accounts exist.

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