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The 2026 Guide to Mortgages with One Year of Accounts

New business owner, sole trader or company director? You do not always need two or three years of accounts. The right lender may assess one filed year, current trading evidence and your wider income story.

One-year accounts explained New business owner focused

Can You Get a Mortgage with One Year of Accounts?

Yes, it can be possible. The challenge is that lender criteria split sharply. Some lenders want two full years and will average income. Others may consider one filed year if the deposit, credit profile, sector experience and current trading evidence are strong enough.

This guide explains how those decisions are made, what documents strengthen the case, and how new business owners can avoid applying to a lender that was never likely to accept the income in the first place.

Who This Guide Is For

One-year accounts cases are not all the same. Your structure determines which evidence matters most.

Sole traders

Applicants with one filed self-assessment year, SA302 and tax year overview. Lenders will usually focus on net profit, trading history and bank statement evidence.

Limited company directors

Directors with one set of company accounts, salary, dividends and retained profit. The right lender can matter more than the headline profit figure.

Contractors

Day-rate or fixed-term contractors who have recently moved from PAYE or umbrella work into a limited company or self-employed structure.

Freelancers and consultants

Professionals with project-based income, repeat clients or rising revenue who need the underwriter to understand more than one tax return.

CIS workers

Construction workers who may be treated differently by specialist lenders, especially where gross CIS income can be evidenced consistently.

New business owners

People who have left employment, bought into a business, started a practice or launched a company and only have one completed trading year.

Underwriting Lens

How Lenders Assess One-Year Accounts

The account figure matters, but it is rarely the whole decision. Underwriters look for evidence that year-one income is real, repeatable and affordable after commitments.

Latest year assessment

Some lenders can use the latest filed year rather than demanding a two-year average. This is useful when income is new, growing or newly structured.

Manual underwriting

A human underwriter can look at the full story: previous employment, sector experience, contracts, bank statements and the reason the business is new.

Accountant support

Accountant certificates, projections and management accounts may support the application when they explain sustainable income beyond the first filed accounts.

Industry history

If you have years of experience in the same field, lenders may view a new business more favourably than a complete career change.

Deposit and LTV

The higher the loan-to-value, the more cautious a lender may be. A larger deposit can open more routes for one-year accounts cases.

Credit profile

Clean credit can help offset limited trading history. If credit is imperfect, the case may need a specialist lender and stronger supporting evidence.

Documents That Strengthen the Case

One-year accounts applications live or die on evidence. The more complete the pack, the easier it is for an adviser to match the lender.

SA302 tax calculation and tax year overview
First full year company accounts or sole trader accounts
Business bank statements, usually 3-6 months
Personal bank statements, usually 3 months
Accountant certificate or accountant reference
Current-year management accounts where available
Contracts, invoices or client agreements for project-based work
Previous PAYE payslips or P60s if industry continuity matters
Company bank statements showing revenue consistency
Explanation of any large one-off costs, retained profits or income changes
Common Blockers

Why One-Year Accounts Cases Get Declined

Most declines happen before the underwriter understands the case. These are the issues that need handling before submission.

Low salary, high company profit

A director taking a low salary may look weak to a basic high street calculation. Lenders that assess profit share or retained profit may produce a different outcome.

Rising income not yet filed

If year two is stronger but not yet filed, current-year management accounts and an accountant letter can help evidence the trend.

Recent move from PAYE

Previous employment in the same sector can support the case, especially where income is similar or higher after becoming self-employed.

High loan-to-value

A small deposit can narrow the lender pool. The case needs precise matching before an application is submitted.

Adverse credit

Missed payments, defaults or CCJs do not automatically rule out a case, but they reduce lender choice and increase the importance of specialist underwriting.

Previous bank decline

A decline often means the wrong lender saw the case first. It does not always mean the income is unusable.

Typical One-Year Accounts Scenarios

The same one-year history can be interpreted very differently depending on the borrower type and lender appetite.

New sole trader

One filed SA302, strong bank statements and rising monthly turnover.

Match to lenders that accept one-year self-employed history and can evidence sustainability through bank statements.

New company director

Low salary, modest dividends and profit retained in the company after year one.

Assess whether a lender can consider salary plus dividends plus net profit share, not just drawings.

Contractor after PAYE

Twelve months contracting after several years in the same profession as an employee.

Use sector continuity, contracts and day-rate evidence to support the move into self-employment.

CIS worker

One year of CIS deductions, steady site work and consistent gross pay.

Look for lenders that understand CIS income and may use gross receipts rather than a narrow net-profit view.

Bank declined case

Application failed because the bank wanted two full years of accounts.

Rebuild the case around lenders that consider one-year trading history before another credit search is made.

Growing business

First year was profitable, current year is stronger, but year two is not filed yet.

Use management accounts, accountant projection and trading evidence to show the latest income position.

Frequently Asked Questions

Yes, it can be possible. Some lenders will consider one year of accounts, especially where the case is supported by strong bank statements, industry experience, a clean credit profile, a sensible deposit and clear income sustainability. The right lender matters because many banks still prefer two years.

Find Out Which Lenders Fit Your First Year

One-year accounts cases need careful lender matching before submission. Share the structure and we will help route it to the right advice team.

Mortgage advice is provided by Hayden Richards, CeMAP-qualified, as an authorised adviser of Echo Finance Limited, which is authorised and regulated by the Financial Conduct Authority (FRN 570073). Richards & Logic is a trading style of MarketMedia Ltd. Criteria can change and mortgage availability depends on individual circumstances.