Becoming a landlord can be a rewarding investment, but buy-to-let mortgages work differently from residential ones. The deposit requirements are higher, the affordability criteria are based on rental income rather than your salary, and the tax landscape has changed significantly in recent years. This guide covers everything you need to know before purchasing your first investment property.

How Buy-to-Let Mortgages Differ from Residential

FeatureResidential MortgageBuy-to-Let Mortgage
Minimum deposit5%25% (most lenders)
Interest ratesLowerTypically 0.5–1% higher
Affordability basisYour incomeExpected rental income
Repayment typeRepayment or interest-onlyUsually interest-only
Stamp DutyStandard ratesStandard rates + 3% surcharge
RegulationFCA regulatedMostly unregulated (unless you live in it)
Minimum incomeBased on affordabilityMany lenders require £25,000+ personal income

Deposit Requirements

Most buy-to-let lenders require a minimum deposit of 25% of the property value. Some specialist lenders offer 20% LTV products, but these come with higher interest rates and stricter criteria. A 25% deposit gives you access to the most competitive BTL rates.

For example, on a £200,000 investment property, you would need at least £50,000 as a deposit. Unlike residential mortgages, the government's 95% LTV schemes are not available for buy-to-let purchases.

Rental Coverage Requirements

Instead of assessing how much you earn, BTL lenders focus on whether the expected rent will cover the mortgage payments — and by a comfortable margin. This is called the Interest Cover Ratio (ICR).

Most lenders require the expected monthly rent to be at least 125% to 145% of the monthly mortgage payment at a stressed interest rate (typically 5.5%–6.5%, regardless of the actual rate you are paying). This stress test ensures you can still cover the mortgage even if rates rise significantly.

Example calculation: If the mortgage payment at the stressed rate would be £800/month, the lender requires expected rent of at least £1,000–£1,160/month (125%–145%). If the rental evidence does not support this, the lender may reduce the amount they are willing to lend.

Lenders typically require a rental valuation from a local letting agent to confirm the expected rent. Some accept RICS valuations or their own surveyor's assessment.

Tax Implications for Landlords

Section 24: Mortgage Interest Tax Relief

This is the single most important tax change for landlords in recent years. Previously, landlords could deduct their full mortgage interest payments from rental income before calculating tax. Since April 2020, this relief has been replaced with a basic rate (20%) tax credit.

In practice, this means higher-rate (40%) and additional-rate (45%) taxpayers pay significantly more tax on rental income. For example:

That is £1,200 more tax per year on a single property. This change has made buy-to-let less tax-efficient for higher-rate taxpayers and is one reason many landlords have moved their properties into limited companies.

Stamp Duty Surcharge

Buy-to-let properties (and second homes) attract a 3% stamp duty surcharge on top of standard rates. On a £200,000 property, this adds £6,000 to the purchase cost. This surcharge applies to the entire purchase price, not just the portion above a threshold.

Capital Gains Tax (CGT)

When you sell a buy-to-let property, you pay CGT on any profit. The rates are 18% for basic-rate taxpayers and 24% for higher/additional-rate taxpayers (as of 2026). You have an annual CGT allowance (£3,000 in 2025/26), but for property gains this is often a small fraction of the profit.

Tax is complex: The interaction between income tax, Section 24, capital gains, and mortgage interest can be difficult to navigate. We strongly recommend consulting a tax adviser or accountant who specialises in property before making your first BTL purchase.

Landlord Responsibilities

Owning a rental property comes with significant legal obligations. Failure to comply can result in fines, prosecution, or inability to evict tenants. Key responsibilities include:

Insurance for Buy-to-Let

Standard home insurance does not cover rental properties. You need specialist landlord insurance, which typically includes:

Personal Name vs Limited Company

One of the biggest decisions for new landlords is whether to buy in your personal name or through a limited company. The key differences:

FactorPersonal NameLimited Company
Mortgage interest20% tax credit only (Section 24)Fully deductible as business expense
Income tax rate20/40/45% on rental profitCorporation tax (25%) on profit
Extracting profitsImmediately availableDividends (additional tax) or salary
Mortgage ratesGenerally lowerTypically 0.5–1% higher
AccountingSelf-assessment tax returnAnnual accounts + confirmation statement
CGT on sale18% or 24%Corporation tax on gains, then tax on extraction
General guidance: A limited company structure tends to be more tax-efficient for higher-rate taxpayers, portfolio landlords (4+ properties), and those planning to reinvest profits rather than extract them. For basic-rate taxpayers with one or two properties, personal ownership is often simpler and cheaper. Always take professional tax advice before deciding.

Getting Started: Step by Step

  1. Decide on your investment strategy: location, property type, target tenant, yield expectations
  2. Get specialist tax advice on personal vs limited company ownership
  3. Speak to a mortgage broker who specialises in BTL
  4. Obtain an Agreement in Principle to confirm your borrowing capacity
  5. Research areas with strong rental demand and good yields
  6. Factor in ALL costs: deposit, stamp duty surcharge, mortgage fees, legal fees, furnishing, insurance, maintenance, letting agent fees, void periods
  7. Purchase the property and arrange landlord insurance
  8. Ensure all safety certificates are in place before letting
  9. Decide whether to self-manage or use a letting agent (typically 8–12% of rent)

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