Mortgage Interest Relief (Tax Relief at Source - TRS)

What was a qualifying mortgage loan?

A qualifying mortgage loan was a loan secured by the mortgage of freehold or leasehold estate, or interest in a principal private residence.

A qualifying mortgage loan may have been:

  • a new mortgage
  • a top-up loan used to develop or improve the home
  • a separate home loan used to develop or improve the home
  • or
  • a re-mortgage or a consolidation of existing loans.

Examples of qualifying mortgage loans

Qualifying mortgage loans were loans used for the purpose of:

  • purchasing your home
  • extensions or purchasing or constructing a
    • garage
    • garden shed
    • greenhouse
    • swimming pool
    • tennis court
  • constructing a driveway or path
  • conversions
  • installing central heating
  • rewiring and plumbing (including bathroom suites)
  • replacing windows and double glazing
  • purchasing and installing bedroom and kitchen units which are affixed to and become part of the building
  • purchasing and installing burglar or fire alarms
  • the installation and treatment for damp, dry rot and woodworm
  • landscaping gardens (including garden walls)
  • payments to group water and sewerage schemes
  • purchasing another person's part interest in the home
  • legal fees and other fees related to purchasing or developing your home
  • Stamp Duty on the purchase of your home.

Next: How do you re-pay Tax Relief at Source (TRS) that was overpaid?