Help to Buy Calculator

Calculate your mortgage payments under the Help to Buy Equity Loan scheme, including Year 6 management fees and equity loan repayment projections for England and London.

£
%
%
%
yrs
Monthly Mortgage Payment
£1,251
On £225,000 mortgage (75.0% LTV) · £333 less than buying without Help to Buy
Your Deposit (5%)
£15,000
Equity Loan (20%)
£60,000
Mortgage (75%)
£225,000
Mortgage LTV
75.0%
Equity Loan Costs & Repayment
Years 1–5 Fee
Free
Year 6 Monthly Fee (1.75%)
£88
Repay at Year 5 (est. +15%)
£69,000
Repay at Year 10 (est. +34%)
£80,400

The equity loan is repaid as a % of property value at time of repayment — so if property rises, you repay more. Repayment projections assume 3% annual growth. Year 6 fee rises with RPI + 1% each year.

How to Use This Help to Buy Calculator

Enter your Property Value (max £600,000), select England or London (which allows up to 40% equity loan), then set your Deposit (minimum 5%) and the Equity Loan % you want to take. The calculator shows your mortgage size, monthly payments, Year 6 fees, and estimated equity loan repayment amounts.

How Help to Buy Works

The Help to Buy Equity Loan scheme (England) was a government programme that allowed buyers to purchase a new-build home with just a 5% deposit. The government lent up to 20% of the property value (40% in London) interest-free for the first 5 years. The buyer provides a mortgage for the remaining balance.

Important: The Help to Buy Equity Loan scheme closed to new applications in March 2023. However, many buyers who took the scheme are still in it — this calculator helps them understand ongoing fees and repayment scenarios.

Equity Loan Fees from Year 6

From the start of year 6, you pay an annual management fee of 1.75% of the original equity loan value, rising each April by the Consumer Price Index (CPI) plus 2%. This fee is paid monthly on top of your mortgage. There is no interest — it is solely a management fee.

Repaying the Equity Loan

You must repay the equity loan when you sell the property, pay off your mortgage, or at the end of the mortgage term. Crucially, you repay the same percentage of the property's current market value — not the original loan amount. If your property rises in value, you repay more.

Help to Buy Structure

Property Value = Deposit (min 5%) + Equity Loan (max 20%/40%) + Mortgage

Example (England, £300,000 property):
Deposit: £15,000 (5%)
Equity Loan: £60,000 (20%)
Mortgage: £225,000 (75%)

Year 6 Fee = Equity Loan × 1.75% / 12 per month
(rises by CPI + 2% each April)

Repayment at Sale = Sale Price × Original Equity Loan %

Example: Help to Buy in London

Anna Buying a £450,000 New Build in East London

Anna uses the London Help to Buy scheme with a 5% deposit and a 35% equity loan, leaving just a 60% LTV mortgage.

Property Price£450,000
Anna's Deposit (5%)£22,500
Equity Loan (35%)£157,500
Mortgage (60%)£270,000
Monthly Mortgage (4.25%, 25yr)£1,466
Years 1–5 Monthly Cost£1,466 (no equity loan fee)
Year 6 Monthly Fee (1.75%)£230
Year 6 Total Monthly£1,696
Repay at Year 5 (est. £517K)£181,000 (35% of £517K)

Anna's mortgage LTV of 60% gives her access to competitive rates. However, the equity loan repayment rises with property values — if the flat appreciates to £600,000 before she sells, she repays £210,000 (35% × £600,000) on the original £157,500 loan — effectively paying £52,500 extra for rising property prices.

Frequently Asked Questions

The Help to Buy Equity Loan scheme in England closed to new applications on 31 October 2022, and closed to completions on 31 March 2023. It is no longer available for new purchases. However, many existing borrowers are still in the scheme and this calculator helps them understand their ongoing obligations, Year 6 fees, and repayment scenarios. Scotland and Wales ran separate schemes that have also closed.
You repay the equity loan as a percentage of your property's current market value (the same percentage as your original loan — e.g., 20%). You can repay through: selling your property; remortgaging to pay off the loan; or voluntary staircase payments (minimum 10% of property value at a time). You must get a Royal Institution of Chartered Surveyors (RICS) valuation to determine the repayment amount. Target Housing acts as the loan administrator.
From the start of year 6, you pay a monthly management fee of 1.75% per year of the original equity loan value (the amount you borrowed, not the current value). This fee increases each April by CPI + 2%. For example, if you borrowed £60,000 as an equity loan, your year 6 annual fee is £1,050 (£87.50/month). In year 7 and beyond, this rises with CPI + 2%. The fee is not interest — it's an administrative charge and is not tax-deductible for primary residences.
Repaying before year 6 avoids all management fees. If your property has risen significantly, repaying locks in the repayment amount at today's value before further increases. If your property has fallen in value, repaying at a lower value means you repay less than you borrowed. Consider: if you expect strong property growth, repaying sooner saves money; if growth is flat or negative, the zero-interest loan is effectively free until year 6. Consult a mortgage broker or financial adviser before deciding.
Yes, you can remortgage your first charge mortgage without repaying the equity loan. However, the equity loan administrator (Target Housing) must consent to the new mortgage. You cannot raise additional borrowing secured against the property without also repaying the equity loan. Some lenders restrict remortgages with Help to Buy equity loans — a mortgage broker experienced with Help to Buy can identify the most suitable lenders.

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