Mortgage Overpayment Calculator

Overpaying your mortgage comes straight off the balance, so you pay less interest and clear it sooner. Enter a regular monthly overpayment or a one-off lump sum to see how much interest you'd save and how many years you'd knock off the term.

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10.0% deposit · 90.0% LTV

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Monthly mortgage payment: £1,501. Loan amount £270,000.

A £270,000 mortgage at 4.5% over 25 years works out at about £1,501 a month. Over the full term you'd pay £180,224 in interest — £451,223 in total.

Total interest£180,224
Total repaid£450,224
LTV 90%

Overpayment impact

Interest saved£39,155
Paid off earlier4 yr 10 mo
Cleared in20 yr 2 mo
Minimum monthly payment£1,500.75
Monthly overpayment+£200.00
Total monthly outgoing£1,700.75

Overpaying £200/month clears your mortgage 4 yr 10 mo sooner and saves £39,155 in interest. Many lenders cap penalty-free overpayments at 10% of the balance a year — check your deal.

Principal vs interest

Loan amount (principal)£270,000
Total interest£180,224
Total cost of mortgageincl. £999 fee paid upfront£451,223

If your rate rises

Interest rateMonthly paymentvs now
4.5% (now)£1,501
5.5% (+1)£1,658+£157/mo
6.5% (+2)£1,823+£322/mo
7.5% (+3)£1,995+£495/mo

What your monthly payment would become if you remortgaged onto a higher rate — e.g. when a fixed deal ends.

Balance over time

£0£68k£135k£203k£270k04812162025
YearInterestPrincipalBalance
1£12,028£5,981£264,019
6£10,522£7,487£229,729
11£8,636£9,373£186,805
16£6,276£11,733£133,073
21£3,322£14,687£65,812
25£431£17,578£0

How much can I borrow?

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Estimated borrowing (4–4.5× income)£180,000£202,500
Max property price with your £30,000 deposit£232,500

A rough guide — most UK lenders cap borrowing at around 4.5× income. Your actual limit also depends on your outgoings, credit history and the lender's affordability stress test.

Upfront buying costs

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Deposit£30,000
SDLT (stamp duty)£5,000
Mortgage arrangement fee£999
Legal / conveyancing fees£1,500
Survey£500
Removal / moving costs£1,200
Total cash needed£39,199

Stamp duty is estimated from your property price for the buyer type above. Legal, survey and moving costs are editable estimates — your actual quotes will vary.

Frequently asked questions

Is it worth overpaying my mortgage?

Overpaying comes straight off the balance, so you pay interest on a smaller debt and clear the loan sooner. It usually makes sense when your mortgage rate is higher than what you could earn (after tax) in savings, and once you have an emergency fund. Even small regular overpayments can save thousands in interest over the term.

How much interest could I save by overpaying?

It depends on your balance, rate and how early you overpay — the earlier in the term, the bigger the saving, because more of your payment is interest at the start. Enter a monthly overpayment or a lump sum above to see the exact interest saved and the years knocked off your term.

Are there limits or penalties on overpayments?

Many fixed-rate deals let you overpay up to 10% of the outstanding balance each year without penalty; above that you may pay an Early Repayment Charge (ERC). Always check your mortgage terms before making large overpayments, and consider whether reducing the term or the monthly payment suits you better.

Should I overpay the mortgage or pay into a pension?

Both reduce future costs, but pensions get tax relief and possible employer contributions, while overpaying gives a guaranteed “return” equal to your mortgage rate. Many people do some of each: secure the employer pension match first, keep an emergency fund, then overpay the mortgage with what’s left.

Sources — official UK figures

This is an illustrative estimate assuming a constant interest rate over the full term. Real mortgages may have fixed and variable periods, arrangement fees, and rates that change. Your home may be repossessed if you do not keep up repayments. This is not financial advice — obtain a personalised mortgage illustration from a lender or broker.