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Home Equity Release Loan FAQs

What is a Home Equity Release Loan?

If the balance on your current mortgage is less than the current value of your home, you may be able to release equity in your mortgage. This is also referred to as a top-up mortgage.

 

How much can I borrow?

The amount you can borrow is based on the equity or value in your home. The amount you can borrow starts from €25,000 up to 85% of the current market value of the property today, less the outstanding balance you owe on the property. For example:

  • The property today is worth €250,000.
  • 85% of the property's value is €212,500.
  • There is €100,000 left on the mortgage.
  • The maximum amount that could be borrowed (released as equity) is €112,500 (that's €212,500 - €100,000).

 



Top Up

Further Advance

Minimum Loan Amount

€25,000

€40,000

Maximum LTV

85%

85%

Maximum loan term

35 Years

35 Years

Minimum loan term

5 years

5 Years

 

 

How do I apply for an equity release mortgage?

Book an appointment at your local branch today to speak with one of our dedicated Mortgage Consultants, or give us a call on 0818 50 24 24 or +353 1 215 1344. Lines are open 9am to 5pm, Monday to Friday (excluding public holidays). 

 

What is the different between a Top Up and a Further Advance?

Top Up: Where significant structural works are not being carried out. Solicitor engagement for a Family Home declaration is required.

Further Advance: Where you are planning significant renovation works to your property e.g. structural works. A full legal pack is required.

 

What documents do I need?
  • Application form
  • Insurance documents such as home insurance and life insurance.
  • Payslips
  • Direct Debit Mandate
  • Legal pack if applicable
  • Family Home Declaration (signed by solicitor)
  • Relevant renovation documents where applicable (e.g. estimate of costs, certificate of completion).

Some documents are available to download.

 
Important information

Other documents may be required.

 
What can the funds be used for?

Many people use it to make home improvements or pay off existing debts. Contact us to discuss your situation.

  • Home Renovations
  • Refurbishments
  • Refinance

 

Am I eligible for 2% Cashback?

2% monthly cashback: All Home Equity Loans are eligible for 2% monthly cashback. The 2% Monthly Cashback will be applicable on total scheduled repayments made from the Explore Current Account.

2% cashback at drawdown: Only new funds through Equity Release, Top-ups and Further Advance loans that were approved in the qualifying period will qualify. Cashback is not available on the 4 Year New Business Fixed Rate.

 

What rates are available for Home Equity Loans?

We have a suite of Fixed and Variable rates available. See our mortgage interest rates.

 

If I'm not a PSTB customer, can I still apply for a Home Equity Loan with PTSB?

Equity release applications will be considered from non-PTSB customers who are looking to switch their existing mortgage to PTSB.

 

Are there fees involved?

Yes. Solicitor Fees, valuation fees and other fees may apply.

 

Will this affect my mortgage protection insurance?

Yes, you will need to update any insurance protection you currently hold before your new loan issues. Learn more about mortgage protection and home insurance.

 

Are there any government incentives available to home owners renovating their home?

The following schemes are available to eligible home owners:

Home Renovation Incentive (HRI): Home Owners can claim tax relief on repairs or renovations carried out by tax compliant contractors (13.5% VAT). HRI is paid in the form of tax credits at 13.5% set against income tax over 2 years. The work must cost at least €4,505 before tax (€5,000 after tax) and is capped at €30,000 before tax.

Better Energy Home Scheme: For improving energy efficiency within their home. Grants are available for various projects such as roof insulation, wall insulation, Solar Panels etc. To qualify you must get approval before you buy the materials. Maximum grant values dependant on the improvement and the style of housing (e.g. detached, terrace etc.).

Better Energy Warmer Homes Scheme: A scheme to improve the energy efficiency and warmth of homes owned by people on low incomes. No charge for work done under the Better Energy Warmer Homes Scheme.

 

Can I extend the term on a Home Equity Release Loan past the maturity of the home loan?

Home Equity Loans are bound to the remaining term of the existing mortgage.

 

Do I need a solicitor a Home Equity Release Loan?

Yes, both of our Home Equity products require solicitor involvement. Further Advance requires solicitor for full legal pack, while Top Up requires solicitor for Family Home Declaration.

 

Do I need to pay for a re-valuation of my home?

Yes, a valuation must be carried out by one of our qualified partners found on our valuer panel which will cost €150.00.

 

How long is my valuation valid for?

A valuation is valid for 4 months from the date of the valuation.

 

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