Leasehold

Lease Extension

Estimate the premium for a statutory lease extension.

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Introduction

Who this is for: Leaseholders considering a statutory extension under the Leasehold Reform, Housing and Urban Development Act 1993.

Why it matters: A statutory extension adds 90 years and reduces ground rent to a peppercorn. The premium combines the ground rent the freeholder loses, the deferred reversion, and — below 80 years — marriage value. Costs rise steeply as the lease shortens.

Typical scenario: A leaseholder with 74 years remaining and £250 ground rent estimating the premium before serving notice.

Common mistakes:
  • Waiting until the lease drops below 80 years, which adds marriage value to the premium.
  • Using the wrong deferment rate — the Sportelli case established 5% for flats, but it is argued in individual cases.
  • Forgetting the leaseholder pays the freeholder’s reasonable professional costs as well as their own.

Inputs

Lease

years

£
£
£

Valuation Rates

%
%

Costs

£
£

Analysis

With 74 years unexpired, the estimated premium is £28,595 — £4,111 for the ground rent, the reversion element, and £15,405 of marriage value. With fees, total cost is around £33,095 against a value uplift of £44,000 — a net benefit of £10,905. Treat this as a screening estimate only.

This analysis provides context, not financial advice. Consult a qualified adviser before making investment decisions.

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Sensitivity Analysis

Sensitivity

Adjust the variables below to stress-test this scenario. Results update instantly.

74
1999
£340,000
£0£680,000
£296,000
£0£592,000
5%
38

Export

Live Results

Estimated Premium

£28,595

Total Cost incl. Fees

£33,095

Marriage Value Element

£15,405

Value Uplift

£44,000

ESTIMATE ONLY — NOT A VALUATION. Statutory lease valuations depend on relativity and deferment rates that are genuinely contested between surveyors and have been litigated at Tribunal. Small changes in those inputs move premiums by tens of thousands. Use this for initial screening only, and instruct a specialist valuer before serving notice or agreeing any premium.
Marriage value of £15,405 is included because the lease is under 80 years.
Waiting five years would raise the premium to roughly £37,392 — about £8,797 more.
Leasehold reform legislation has been changing. Check the current statutory position with a solicitor before proceeding, as the basis of calculation may have altered.
Ground Rent Element£4,111
Reversion Element£9,193
Net Benefit£10,905
Estimated Cost if You Wait 5 Years£37,392