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Understanding mortgage repayments

A plain-English guide to how mortgage repayments work, what affects them, and how to read your results.

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How mortgage repayments are calculated Capital & interest vs interest-only What affects your interest rate Frequently asked questions Glossary

How mortgage repayments are calculated

Your monthly repayment depends on three things: how much you borrow, the interest rate, and how long you take to repay it. Lenders spread the interest across the term so that you pay a consistent amount each month, even though the balance you owe keeps falling.

Capital & interest vs interest-only

With capital and interest, each payment reduces what you owe, so the loan is fully repaid by the end of the term. With interest-only, you only pay the interest each month and the original loan amount is still owed at the end — common for buy-to-let mortgages where landlords plan to repay the capital by selling or remortgaging.

What affects your interest rate

Loan-to-value (LTV)
A smaller deposit means a higher LTV and usually a higher rate.
Fixed vs variable
Fixed rates stay the same for a set period. Variable rates can move.
Bank of England base rate
Influences variable and tracker mortgage rates directly.
Credit history and income
Lenders price risk individually based on your circumstances.

Frequently asked questions

Why does my balance fall slowly at first?
In the early years of a capital and interest mortgage, most of your payment goes toward interest because the outstanding balance is at its highest. As the balance reduces, a bigger share of each payment goes toward capital — so the balance falls faster in later years.
What happens when my fixed deal ends?
Unless you remortgage onto a new deal, you'll move onto your lender's standard variable rate (SVR), which is usually significantly higher. Most people switch to a new fixed or tracker deal before this happens.
Can I pay my mortgage off early?
Most lenders allow some overpayment each year without penalty, often up to 10% of the balance. Paying more than this, or repaying the full balance early, may trigger an early repayment charge during a fixed-rate period — check your mortgage offer for the specific terms.

Glossary

LTV
Loan-to-value, the % you're borrowing
SVR
Standard variable rate
Base rate
Bank of England's lending rate
Term
Years over which you repay
This guide is for general information only and does not constitute financial advice. Always speak to a qualified mortgage adviser before proceeding.

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