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First-Time Buyer Cash-to-Complete Planner

Add your deposit, legal, survey, moving and other costs to see the cash you still need before property tax. A planning tool, not a mortgage decision.

Last reviewed 15 August 2026Source: Bank of England — Statistics

Your details

Calculator inputs

Continue your plan

Useful next calculations

Related to this calculation

Rates & sources

Standard amortisation formulas used across UK lenders. Interest rates move daily — confirm with your lender or broker.

Source: Bank of England — Statistics — check the linked guidance and any live quote before acting.

When to use this calculator

  • Before comparing mortgage products, brokers or repayment types.
  • When you want to test how a different deposit, rate or term changes the payment.
  • When you need a quick estimate before using a formal illustration or agreement in principle.
  • When you are stress-testing your budget against a higher rate.

A realistic UK planning example

Use these sample inputs as a quick scenario test, then change one variable at a time to compare outcomes.

A realistic UK planning example
InputValue
Property price (£)£250,000
Deposit you plan to pay (£)£50,000
Legal and conveyancing fees (£)2000
Survey and valuation costs (£)£500

After entering these figures, review cash needed before property tax, costs entered and savings gap together rather than in isolation. Then rerun the tool with one input adjusted.

How to read your results

Cash Needed Before Property Tax

Review this figure alongside your gross income so you can understand deductions before the tax year closes. It is a planning estimate, not a filed return.

Costs Entered

The figure produced by this output for the inputs you entered. Change one variable at a time if you want to see what drives it.

Savings Gap

The figure produced by this output for the inputs you entered. Change one variable at a time if you want to see what drives it.

Savings Left

The figure produced by this output for the inputs you entered. Change one variable at a time if you want to see what drives it.

Deposit

The figure produced by this output for the inputs you entered. Change one variable at a time if you want to see what drives it.

Method & assumptionsAuthoritative sources

This UK-only planning tool adds only the cash figures you enter: deposit, legal and conveyancing fees, survey or valuation costs, moving costs and other upfront costs. It deliberately excludes Stamp Duty Land Tax because the outcome depends on the property, location and buyer circumstances. Use the linked SDLT calculator for England and Northern Ireland, then verify the amount with your conveyancer.

It does not decide whether a lender will offer a mortgage, whether a deposit source is acceptable, or what a solicitor's final completion statement will contain. Keep a buffer for costs you have not yet quoted and ask your conveyancer and lender for their confirmed figures.

Common mistakes

  • !Mixing up loan amount and property value, which can distort affordability and LTV.
  • !Using a headline rate but forgetting fees, insurance, taxes or repayment type.
  • !Testing only one term length instead of comparing the payment and total cost together.
  • !Forgetting that a repayment mortgage and an interest-only mortgage produce very different monthly figures.

What to do next

  • Run a second scenario with a higher rate or shorter term so you can see the downside clearly.
  • Compare the result with an affordability or overpayment calculator before applying.
  • Note the monthly payment and total interest for your strongest scenarios before you speak to a broker.
  • Check whether a modest overpayment would reduce total interest — use the overpayment calculator next.

Frequently asked

No. Property tax is jurisdiction- and circumstance-specific, so it is deliberately excluded from this total. Use the linked SDLT calculator for England and Northern Ireland and confirm the result with your conveyancer.

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