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Shared Ownership Staircasing Remortgage: Lenders & Guide (2026)

Which UK lenders remortgage a shared ownership home when you staircase? See the lender panel, deposit rules and step-by-step process for 2026.

8 min read
MS

Matty Stevens

Protection & Mortgage Specialist

Staircasing is the process of buying additional shares in a shared ownership property from your housing association. When you staircase (whether 5%, 25% or up to 100%), you usually need to remortgage. A specialist lender panel handles this — most high-street lenders won't remortgage a partial staircase.

How Staircasing Works (2026 Rules)

Under the 2021+ shared-ownership model, you can staircase in 1% instalments for the first 15 years without a fresh valuation on newer leases. For older leases (pre-2021) the minimum staircase is usually 10% and each step requires a RICS valuation.

Every staircase changes your legal share — so the mortgage must be re-executed. That's why a remortgage (rather than a further advance) is the normal route.

Full 2026 Staircasing Remortgage Lender Panel

LenderMax LTVPartial staircase?
Nationwide95%Yes
Halifax95%Yes
Leeds Building Society95%Yes (min 10%)
Barclays90%Yes
Newbury BS95%Yes (1% steps)
Kent Reliance90%Yes
Skipton95%Final only
Coventry BS90%Yes

The Staircasing Remortgage Process — Step by Step

  1. Contact your housing association for a Memorandum of Staircasing pack
  2. Instruct a RICS surveyor to value the property (association usually provides a shortlist)
  3. Get an Agreement in Principle with a staircasing-friendly lender
  4. Apply — lender assesses affordability on the new post-staircase share
  5. Solicitor handles simultaneous transfer of shares and remortgage completion

Speak to a Mortgage Adviser

Get expert, advice across a comprehensive panel of 90+ lenders tailored to your situation. We'll find the right deal — and any costs are always agreed upfront.

Talk to a Broker Who Knows Staircasing

Get free initial advice — we'll match you to a lender that accepts your association, your share % and your income before you pay any valuation fee.

Frequently Asked Questions

Which lenders remortgage for staircasing in 2026?
Nationwide, Halifax, Leeds Building Society, Newbury Building Society, Barclays, Kent Reliance, Precise, Skipton, Coventry, Chorley BS and several regional building societies. Not all offer partial staircasing.
How much deposit do I need to staircase?
Usually 5–10% of the additional share — some lenders will lend to 95% LTV on the full property value once staircased.
Can I staircase to 100% and remove the rent?
Yes — this is called 'final staircasing'. Once you own 100%, the rent stops and the property becomes fully owned. Some leases restrict resale though — check first.
How long does a staircasing remortgage take?
8–12 weeks typically: RICS valuation (2–3 weeks), housing association memorandum of staircasing (2–4 weeks), then a standard remortgage completion (4–6 weeks).

Sources & References

  1. Homes England — Shared Ownership Staircasing GuidanceGOV.UK
  2. MoneyHelper — Staircasing in shared ownershipMoneyHelper

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