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Overpayment Priority Calculator

Should you overpay your mortgage or student loan? Compare interest savings, write-off impact, and find your optimal debt repayment strategy.

Recommendation: Overpay Mortgage

Student loan will be written off - overpaying wastes money

You'll have £314,507 cancelled at write-off

Mortgage interest is real cost that must be paid

Mortgage overpayment saves £18,482 guaranteed

Key Insight

For most graduates, mortgage overpayments save real money while student loan overpayments often just pay off debt that would be cancelled anyway.

Mortgage Details

£
%

Student Loan Details

£
£

Current annual mandatory payments

£

Strategy Comparison

All to MortgageOPTIMAL

Overpay £10,000 towards mortgage

£18,482
saved

Mortgage Interest Saved:

£18,482

Mortgage Time Saved:

2.1 years

Optimal for most graduates

All to Student Loan

Overpay £10,000 towards student loan

£0
saved

Mortgage Interest Saved:

£0

Mortgage Time Saved:

0.0 years

SL Interest Saved:

£139,745 (wasted)

Write-off Status:

£164,763 cancelled

Wasteful - loan will be written off

Split 50/50

Overpay £5,000 to each debt

£9,616
saved

Mortgage Interest Saved:

£9,616

Mortgage Time Saved:

1.0 years

SL Interest Saved:

£69,872 (wasted)

Write-off Status:

£239,635 cancelled

Suboptimal - worse than mortgage-only

Why Mortgage Overpayment Usually Wins

1

Guaranteed, Tax-Free Return

Mortgage interest savings are guaranteed at your mortgage rate (5%). No tax implications and no risk.

2

Mortgage is Real Debt

You must repay every penny of your mortgage plus interest. Student loans write off after 40 years with any remaining balance cancelled.

3

Student Loan Interest Often Irrelevant

If your loan will be written off, you're not actually paying the interest—it just accumulates on a balance that gets cancelled.

4

Compound Benefits

Overpaying £10,000 now saves £18,482 over the life of your mortgage and pays it off 2.1 years earlier.

£10,000 Overpayment Impact

Mortgage Interest Saved£18,482
Guaranteed Savings
Student Loan Interest "Saved"£139,745 (wasted)
Wasted

⚠️ Student Loan Will Be Written Off

Your loan balance will be £164,763 at write-off. Overpaying reduces this but doesn't save you real money—the cancelled amount is free money you're throwing away.

Consider: Offset Mortgage Instead

Rather than permanently overpaying either debt, an offset mortgage gives you 90% of the benefit while maintaining full liquidity:

Offset Benefits

  • • Save ~£9,900
  • • Keep £10,000 accessible
  • • Use for emergencies anytime
  • • Protected from SL overpayment mistake

Traditional Overpayment

  • • Save ~£18,482
  • • Money locked in property
  • • Cannot access without remortgage
  • • Slight edge in total savings

Offset mortgages provide flexibility while delivering most of the financial benefit of overpayments.

Key Takeaways

For Most Graduates

  • • Prioritize mortgage over student loan overpayments
  • • Student loan likely to write off with large balance cancelled
  • • Mortgage interest is real cost that compounds
  • • Guaranteed returns vs uncertain student loan benefits

Exception: High Earners

  • • If definitely fully repaying (£60k+ salary consistently)
  • • After maxing pension contributions first
  • • Compare interest rates carefully
  • • Still likely better focusing on mortgage

Understanding the Mathematics

Why Mortgage Overpayment Works

  • • You pay interest on every pound until mortgage ends
  • • Overpaying reduces balance, saving compound interest
  • • Return equals your mortgage rate (4-6% typically)
  • • Completely tax-free and guaranteed
  • • Also pays mortgage off earlier, freeing up income

Why Student Loan Overpayment Fails

  • • Most graduates head toward write-off, not full repayment
  • • Interest accumulates but gets cancelled with balance
  • • Overpayments reduce what gets written off (free money)
  • • Only saves money if you'll definitely repay in full
  • • Even then, likely smaller benefit than mortgage

Real Example: £10,000 Overpayment Decision

Scenario: Graduate with £180k mortgage at 5% (20 years left) and £45k student loan

Option A: Overpay Mortgage

  • • Interest saved: ~£16,000 over remaining term
  • • Time saved: 1.5 years earlier payoff
  • • Student loan: Continues, writes off with £65k balance
  • Net gain: £16,000 saved + £65k cancelled = £81k benefit

Option B: Overpay Student Loan

  • • Interest "saved": ~£6,000 over 40 years
  • • But loan writes off anyway with £55k balance
  • • Mortgage: Pays full interest, costs £16k more
  • Net gain: £55k cancelled - £16k extra mortgage = £39k benefit

Overpaying mortgage is £42,000 better strategy than overpaying student loan.

Optimize Your Debt Strategy

Understanding the mathematics behind debt repayment helps you maximize your financial benefit and avoid costly mistakes like overpaying student loans heading for write-off.

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