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Shared Ownership Mortgages

Get on the property ladder with a smaller deposit. Buy a share of a property and pay rent on the rest, with the option to increase your share over time.

Find Your Shared Ownership Options

Find Your Shared Ownership Options

Find Your Shared Ownership Options

Find Your Shared Ownership Options

Find Your Shared Ownership Options

Find Your Shared Ownership Options

Find Your Shared Ownership Options

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The Shared Ownership Process

Buying a Shared Ownership property involves several key steps. Here's what you can expect during the process:

  • Check Your Eligibility

    Confirm you meet the criteria for Shared Ownership, including income limits, first-time buyer status (in most cases), and inability to afford a suitable home on the open market.

  • Determine Your Budget

    Work out how much you can afford for the initial share purchase, considering deposit, mortgage payments, rent on the remaining share, and service charges.

  • Find a Property

    Search for Shared Ownership properties through local housing associations, Help to Buy agents, or property portals. Attend viewings and choose a home that meets your needs.

  • Apply and Reserve

    Apply for the property through the housing association, undergo affordability assessments, and pay a reservation fee once approved.

  • Arrange Mortgage and Legal Work

    Secure a mortgage for your share, appoint a solicitor experienced in Shared Ownership, and complete the necessary legal paperwork.

  • Exchange and Complete

    Exchange contracts, pay your deposit and completion costs, and receive the keys to your new home. You're now a homeowner!

The Shared Ownership Process

Buying a Shared Ownership property involves several key steps. Here's what you can expect during the process:

Check Your Eligibility

Confirm you meet the criteria for Shared Ownership, including income limits, first-time buyer status (in most cases), and inability to afford a suitable home on the open market.

Save for a Deposit

Most lenders require at least 5-10% of the property value as a deposit. Government schemes like Help to Buy and Lifetime ISAs can help boost your savings.

Determine Your Budget

Work out how much you can afford for the initial share purchase, considering deposit, mortgage payments, rent on the remaining share, and service charges.

Get Mortgage Ready

Check your credit score, gather necessary documents, and understand your budget. We'll help you prepare for the mortgage application process.

Find a Property

Search for Shared Ownership properties through local housing associations, Help to Buy agents, or property portals. Attend viewings and choose a home that meets your needs.

Find Your Dream Home

With a mortgage in principle, you can start viewing properties within your budget and make offers with confidence.

Apply and Reserve

Apply for the property through the housing association, undergo affordability assessments, and pay a reservation fee once approved.

Complete the Purchase

Once your offer is accepted, we'll guide you through the legal process, surveys, and final mortgage application to completion.

Arrange Mortgage and Legal Work

We'll submit your application to the chosen lender and liaise with them throughout the process, addressing any questions or concerns that arise.

Move In

Congratulations! You've completed your purchase and can now move into your first home. We'll still be here for any future mortgage needs.

Exchange and Complete

Exchange contracts, pay your deposit and completion costs, and receive the keys to your new home. You're now a homeowner!

Complete the Purchase

Once your offer is accepted, we'll guide you through the legal process, surveys, and final mortgage application to completion.

What is Shared Ownership?

Shared Ownership is a government-backed scheme designed to help people who can't afford to buy a home outright. It allows you to purchase a share of a property (between 25% and 75%) and pay rent on the remaining share, which is owned by a housing association.

Key Features

  • • Buy a share of a property (typically 25-75%)
  • • Pay rent on the remaining share
  • • Lower deposit requirements than buying outright
  • • Debt Management Plans
  • • Option to buy more shares over time (staircasing)
  • • Available on new-build and resale properties
  • • Eligibility criteria apply (income caps, first-time buyers, etc.)

Who is it for?

  • • First-time buyers struggling to save a large deposit
  • • People who can afford mortgage payments but not a full purchase
  • • Households with an income typically below £80,000 (£90,000 in London)
  • • Those who want to get on the property ladder sooner
  • • People who want to live in areas they couldn't otherwise afford
  • • Former homeowners who can no longer afford to buy outright

How Shared Ownership Differs from Traditional Mortgages

With a traditional mortgage, you borrow money to purchase 100% of a property. With Shared Ownership, you only need a mortgage for the share you're buying (e.g., 50%), making it more affordable in terms of deposit and monthly payments.

However, in addition to your mortgage payments, you'll also pay rent on the share you don't own, plus a service charge for maintenance of communal areas. Despite these additional costs, the combined monthly outgoings are often lower than renting privately or taking on a full mortgage.

How Shared Ownership Works

Shared Ownership offers a stepping stone to full home ownership. Here's how the process works:

Buy a Share

Purchase a share of a property (between 25% and 75%) through a housing association. You'll need a mortgage for this portion.

Pay Rent on the Rest

Pay a subsidised rent to the housing association on the share you don't own. This is typically lower than market rates.

Staircase Over Time

Gradually buy more shares in your home when you can afford to, a process known as 'staircasing'. Many people aim to eventually own 100%.

Pay Service Charges

Like most leasehold properties, you'll pay a service charge for maintenance of communal areas and building insurance.

Sell Your Share

When you decide to move, you can sell your share of the property. The housing association usually has first refusal or will help find a buyer.

Full Ownership

If you staircase to 100% ownership, you'll no longer pay rent, though service charges may still apply. You'll own your home outright.

Benefits of Shared Ownership

Shared Ownership offers numerous advantages for those looking to get on the property ladder. Here's why it might be the right choice for you:

Lower Deposit Requirements

You only need a deposit for the share you're buying, not the full property value. For example, a 10% deposit on a 25% share means just 2.5% of the total property value.

Get on the Property Ladder Sooner

Shared Ownership can help you become a homeowner years earlier than if you were saving for a traditional mortgage deposit.

Potential for Capital Growth

As a homeowner, you'll benefit from any increase in property value on your share, helping you build equity over time.

Flexibility to Increase Ownership

Through staircasing, you can buy additional shares when your financial situation improves, eventually owning 100% if you wish.

Access to Better Locations

Shared Ownership can make it possible to live in areas that would otherwise be unaffordable, including desirable neighborhoods with good schools and amenities.

Security of Tenure

Unlike renting privately, Shared Ownership offers long-term security. Most leases are for 99 or 125 years, giving you stability and peace of mind.

How Friends Capital Can Help with Shared Ownership

Navigating the Shared Ownership process can be complex, with specific eligibility criteria, specialised mortgage products, and unique legal considerations. Our expert advisers have extensive experience in Shared Ownership and can:

  • Assess your eligibility for Shared Ownership and advise on the most suitable options
  • Calculate what share percentage you can afford based on your income and savings
  • Find lenders who specialise in Shared Ownership mortgages with competitive rates
  • Guide you through the application process with housing associations
  • Explain the financial implications, including rent, service charges, and staircasing
  • Support you throughout the entire journey, from application to completion

With our specialised knowledge of Shared Ownership and access to lenders who offer these mortgages, we can help you navigate this unique path to homeownership and secure the most competitive rates available for your circumstances.

Frequently asked questions

Get answers to common questions about Shared Ownership mortgages and how they work.
Who is eligible for Shared Ownership?
Eligibility criteria typically include: 1) Household income below £80,000 (£90,000 in London), 2) First-time buyers, previous homeowners who cannot afford to buy now, or current shared owners looking to move, 3) Good credit history, 4) Ability to afford the costs of buying a home, 5) Not in mortgage or rent arrears, and 6) Ability to demonstrate you cannot afford to purchase a suitable home on the open market.
How much deposit do I need for Shared Ownership?
You typically need a 5-10% deposit of the share you're purchasing, not the full property value. For example, if you're buying a 25% share of a £300,000 property (£75,000), you might need a deposit of £3,750-£7,500. This makes getting on the property ladder much more affordable compared to a traditional purchase.
What is staircasing and how does it work?
Staircasing is the process of buying additional shares in your Shared Ownership property over time. You can usually purchase additional shares in increments of 10% or more, depending on the housing association's rules. Each time you staircase, the property is valued, and you pay the current market value for the additional share. As you buy more shares, your mortgage payments will increase, but your rent will decrease proportionally. Many people aim to staircase to 100% ownership eventually, at which point you'll no longer pay rent.
Can I make improvements to a Shared Ownership property?
Yes, you can make improvements to your Shared Ownership home, but you'll typically need permission from the housing association for significant changes. The good news is that when you come to sell or staircase, you may benefit from any increase in value that results from your improvements, although this can vary between housing associations.
What happens when I want to sell my Shared Ownership property?
When selling, you'll need to inform your housing association first, as they typically have the right to find a buyer (known as 'first refusal') for a set period (usually 8 weeks). If they can't find a buyer, you can then market the property yourself or through an estate agent. You'll sell the share you own, not the entire property. Alternatively, you could staircase to 100% ownership before selling, which would allow you to sell on the open market without restrictions.
Are there any restrictions with Shared Ownership?
Yes, there are some restrictions: 1) You cannot sublet the entire property (though you may be able to take in a lodger), 2) There may be restrictions on pets, depending on the housing association and property type, 3) You'll need permission for significant home improvements, 4) When selling, the housing association usually has first refusal to find a buyer, 5) Service charges can increase over time, and 6) Some older Shared Ownership leases have less favorable terms for staircasing and selling.

Ready to Take Your First Step on the Property Ladder?

Our Shared Ownership specialists can help you navigate the process, find the right property, and secure a competitive mortgage for your share.

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