Learning aim
Students can compare renting, shared ownership, and full home ownership for a 21-year-old; explain how a Lifetime ISA accelerates a first home deposit; and apply basic mortgage affordability calculations.
National Curriculum links
- PSHE Association KS5 H30: housing decisions, mortgages, the rent-vs-buy framework
- Citizenship KS5: the housing market and government schemes (LISA, Shared Ownership)
- Maths A-Level: percentage of income, ratios, compound calculation
What you'll need
- Sample regional house prices (London £450k, Manchester £225k, Nottingham £180k)
- Mortgage affordability rule of thumb (4.5× salary)
- LISA bonus calculator (25% on contributions up to £4,000/year)
- Stamp Duty Land Tax bands for first-time buyers (0% to £300k, 5% £300k-£500k)
- UK Tax Drag's LISA vs ISA for first home for teacher prep
Lesson structure (50 minutes)
HOOK
TEACH
GUIDED
CHALLENGE
PLENARY
Adapting for all learners
Support (working below ARE)
Focus only on the LISA bonus calculation. Skip mortgage affordability. Use simple "save £X for Y years = £Z deposit" without bonus complexity.
Stretch (working above ARE)
Pupils research Shared Ownership scheme rules in their region. Calculate the total monthly cost (rent + mortgage) for a 25% shared-ownership purchase of a £200,000 property and compare to renting equivalently.
SEND adaptations
For pupils with autism: provide a visual decision tree "do you want to live somewhere fixed for 5+ years? Yes → buy. No → rent." For dyscalculia: focus on the qualitative comparison rather than detailed mortgage arithmetic.
EAL support
Vocabulary: "deposit", "mortgage", "Shared Ownership", "Lifetime ISA", "stamp duty", "first-time buyer". Sentence frames: "I could afford a £___ property because my deposit is ___ and my salary is ___."
Assessment criteria
Pupils can: (1) compare renting, shared ownership, and buying; (2) calculate a LISA deposit pot over a stated period; (3) apply the 4.5× salary mortgage rule; (4) articulate the trade-off between London earnings and London prices.
Homework pack
Three activities applying housing-decision math. ~40 minutes.
Regional comparison
What pupils do: Research average first-time-buyer property prices in three UK cities (your choice). Calculate the deposit needed (10%) and the mortgage required for each. Use £30,000 salary as the affordability anchor.
Expected output: Table with 3 rows and 4 columns (price, deposit, mortgage, affordability gap).
Marking guidance: 8 marks — 2.5 per city + 0.5 conclusion.
5-year LISA plan
What pupils do: Build a 5-year deposit plan using a LISA starting at age 18. Maximum contribution. Show monthly accumulation, bonus accrual, and total deposit pot at age 23.
Expected output: Monthly breakdown with annual subtotals.
Marking guidance: 6 marks — 3 for contribution accuracy, 3 for bonus accuracy.
Shared vs full ownership
What pupils do: In 250 words, compare Shared Ownership with full purchase for a 22-year-old earning £25,000. Cover: monthly cost, equity build-up, exit flexibility.
Expected output: 250-word comparison.
Marking guidance: 6 marks — 2 per dimension.
Homework pack
Four activities to consolidate UK income tax mechanics. ~30 minutes.
Band calculation
What pupils do: For each gross salary, calculate the UK income tax (England/Wales/NI 2026/27 rates): (a) £15,000, (b) £30,000, (c) £55,000, (d) £85,000. Show the band split for each.
Expected output: 4 calculations with band-by-band working.
Marking guidance: 2 marks per accurate total (8 marks). Bonus 4 marks for correct band splits.
Personal Allowance research
What pupils do: What is the Personal Allowance? Why does it exist? Who loses it (the taper rule)?
Expected output: A 3-question short-answer response.
Marking guidance: 2 marks per accurate answer. 6 marks total.
Public spending
What pupils do: Find 5 different things UK income tax pays for. Order them by approximate share of government spending (biggest first).
Expected output: A ranked list of 5 spending categories.
Marking guidance: 1 mark per category, 1 mark per correct relative ranking. 8 marks total (e.g. NHS, pensions, education, defence, welfare).
Extension (optional)
What pupils do: Compare England, Scotland, and Wales income tax for someone earning £50,000. Which nation pays the most? Why?
Expected output: A 3-nation comparison table plus 2-sentence explanation.
Marking guidance: Up to 6 marks for accurate research and conclusion (Scotland pays more above ~£28k).
Family discussion prompt (safeguarding-aware)
Ask a working adult: "Name three things you think our tax money pays for." Compare their answers to what you learned in class.
Classroom safeguarding
Related lesson plans
- Understanding your first payslip (KS3 · Year 7 / Year 8)
- National Insurance — what it is, who pays it (KS3 · Year 8)
- Tax codes and emergency tax — decoding the letters and numbers (KS3 · Year 8 / Year 9)
- All lesson plans (KS1 · KS2 · KS3 · KS4) →