Mortgage Overpayment Calculator 2026/27

See how much interest you save and how many years you cut by overpaying your mortgage

Calculate Your Overpayment Savings

£
How much you still owe on the mortgage
%
Your current lender rate
yrs

£
On top of your normal payment
£
e.g. from a bonus or savings
Interest saved
Time saved
Pay off by
Without overpaying
per month
Total interest:
Paid off:
With overpayment
per month (incl. overpayment)
Total interest:
Paid off:
Standard monthly payment
Monthly overpayment
Lump sum overpayment
Standard total interest
Overpayment total interest
Interest saved
Time saved
YearStd balanceStd interestOverpay balanceOverpay interest

How mortgage overpayments work

Every pound you overpay reduces your outstanding mortgage balance. Because mortgage interest is calculated on the remaining balance, a lower balance means less interest accrues each month — and that saving compounds over the entire remaining term of the mortgage.

This is why even modest regular overpayments can save thousands. The earlier in the mortgage term you overpay, the greater the benefit — because you reduce the base on which all future interest is charged.

Regular overpayments vs lump sums

Both approaches work. A regular monthly overpayment reduces the balance steadily and is sustainable on most budgets — even £50/month makes a measurable difference over a 20-year term. A lump sum (from a bonus, inheritance or savings) immediately reduces your balance, cutting all future interest on that amount. You can combine both in the calculator above.

The 10% annual limit

Most UK lenders on fixed-rate deals allow overpayments of up to 10% of the outstanding balance per year without an Early Repayment Charge (ERC). On a £200,000 mortgage, that is £20,000 per year — far more than most people need. Tracker and standard variable rate (SVR) mortgages typically have no overpayment limit. Always check your mortgage offer before overpaying.

Example: £200,000 mortgage at 4.5%, 25 years remaining Standard monthly payment: £1,111. Total interest: £133,300.
Overpaying £200/month: Interest saved £23,400. Term cut by 3 years 8 months.
Overpaying £500/month: Interest saved £47,200. Term cut by 7 years 5 months.

Does overpaying reduce monthly payments or the term?

Different lenders handle this differently. Some automatically recalculate your monthly payment downward (keeping the same term), which reduces your ongoing commitments. Others keep the monthly payment the same and instead shorten the term. To maximise interest savings, you want the latter — ask your lender to confirm.

Overpayment vs savings: which is better?

If your mortgage rate is higher than the after-tax return on savings, overpaying saves more. With mortgage rates at 4–5% and easy-access savings at similar levels, the comparison is close. The key difference: mortgage interest savings are risk-free and guaranteed, whereas savings rates can fall. Higher-rate taxpayers also pay tax on savings interest, reducing the net return. Read our guide: Should you overpay debt or save?

Most UK lenders allow overpayments of up to 10% of the outstanding mortgage balance per year without an Early Repayment Charge (ERC). Some lenders allow more, and tracker and variable rate mortgages often have no overpayment limit at all. Always check your specific mortgage terms before overpaying.
The saving depends on your balance, rate and overpayment amount. Overpaying £200/month on a £200,000 mortgage at 4.5% over 25 years typically saves around £23,000 in interest and cuts the term by 3–4 years. The calculator above gives exact figures for your mortgage.
If your mortgage rate exceeds the after-tax return on savings, overpaying is mathematically better. With rates close, the risk-free guarantee of mortgage interest savings often tips the balance — particularly for higher-rate taxpayers who pay 40% tax on savings interest.
That depends on your lender. Some reduce your monthly payment; others keep it the same and shorten the term. To maximise interest savings, ask your lender to apply overpayments to reduce the term rather than the payment.
Yes, but most fixed-rate mortgages cap penalty-free overpayments at 10% of the outstanding balance per year. Exceeding this during the fixed period can trigger an Early Repayment Charge (ERC). When your fixed deal ends, overpayment limits typically change.

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