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MORTGAGECONNECTOR

Workbook

Self-employed preparation pack

Accounts, tax calculations and the questions that differ for sole traders and directors. Not a borrowing figure.

The lists below are free. Paying emails you one compiled copy once Stripe confirms the card payment. Coming back to this page does not confirm payment. The pack is research, not mortgage advice.

Identity of the income

  • Sole trader, partnership, or limited company
  • Years of filed figures you actually have
  • Anything unfiled, labelled as unfiled

Papers

  • SA302 or company accounts
  • Tax year overview
  • Business bank statements
  • Dividend vouchers if you are a director

Questions for the broker

  • Which years they want
  • Whether retained profit is in scope for any lender they use
  • How a large one-off expense should be explained

MortgageConnector provides free mortgage research and calculators. If you want personalised advice, we can introduce you to an FCA-authorised mortgage broker. We do not provide regulated mortgage advice ourselves.

The matching service is free for you. Partner brokers pay MortgageConnector for introductions. If you ask for an introduction, the details you submit are shared with the selected partner. The broker is responsible for regulated advice. Check the firm on the FCA Register.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Want a broker to look at your own numbers?

An FCA-authorised broker can look at your income, credit and the property. MortgageConnector will introduce you. We do not recommend a mortgage.

Speak to a mortgage broker