Personal Income Tax Rates and Bands 2026/27

 
Non-Savings and Non-Dividend Income in England, Wales and Northern Ireland:  2026/27
Personal Allowance: 0% £0 - £12,570
Basic rate: 20% £12,570 - £50,270
Higher rate: 40% £50,271 - £125,140
Additional rate: 45% Above £125,140

Dividend and Savings Income in UK 2026/27 2025/26
Dividends at basic rate 10.75% 8.75%
Dividends at higher rate  35.75% 33.75%
Dividends at additional rate 39.35% 39.35%
Savings at basic rate 20%* 20%*
Savings at higher rate 40% 40%
Savings at additional rate 45% 45%
*0% starting rate for savings applies to up to £5,000, reduced by £1 for every £1 that non-savings income exceeds the Personal Allowance.

Personal allowances 2026/27 2025/26
Personal allowance*  £12,570 £12,570
Dividend allowance  £500 £500
Maximum married couple’s allowance for those born before 6 April 1935* £11,700 £11,270
Minimum married couple's allowance £4,530 £4,360
Income limit for married couple's allowance: born before 1935 £37,700 £37,700
Marriage allowance** £1,260 £1,260
Micro entrepreneur’s allowance (property or trading income)  £1,000  £1,000
Income limit for personal allowance* £100,000 £100,000
Blind person’s allowance £3,250 £3,130
Rent-a-room relief £7,500 £7,500
Personal savings allowance for basic rate taxpayers £1,000 £1,000
Personal savings allowance for higher rate taxpayers  £500 £500
Personal savings allowance for additional rate taxpayers  £0 £0
*Reduces by £1 for every £2 adjusted net income over PA limit
**One spouse/civil partner can transfer up to £1,260 of their unused Personal Allowance and their spouse/partner is not a higher or additional rate tax payer

National insurance 2026/27 2025/26
Lower earnings limit, primary class 1 (per week)  £129 £125
Upper earnings limit, primary class 1 (per week) £967 £967
Apprentice Upper Secondary threshold (AUST) for under age 25 £967 £967
Primary threshold (per week) £242 £242
Secondary threshold (per week) £96 £96
Employment allowance (per year/employer) £10,500 £5,000
Employee’s primary class 1 rate between primary threshold and upper earnings limit* 8% 8%
Employee’s primary class 1 rate above upper earnings limit 2% 2%
Employer's secondary class 1 rate above secondary threshold*  15% 15%
Class 3 voluntary rate (per week) 
£18.40
£17.75
Class 4 lower profits limit
£12,570
£12,570
Class 4 upper profits limit
£50,270
£50,270
Class 4 rate between lower profits limit and upper profits limit 
6%
6%
Class 4 rate above upper profits limit
2%
2%
* Applies to earnings within the relevant thresholds

Class 2 NICs: Abolished from 6 April 2024. Self-employed individuals are no longer required to pay Class 2 contributions, but may choose to make voluntary contributions to protect entitlement to state benefits.

Pensions 2026/27 2025/2026
Annual allowance* £60,000 £60,000
Money purchase annual allowance £10,000 £10,000
Lump sum allowance £268,275 £268,275
Lump sum and death benefit allowance £1,073,100 £1,073,100
Overseas transfer allowance £1,073,100 £1,073,100
*Reduced by £1 for every £2 of adjusted income above £260,000 to a minimum of £10,000

EIS and VCTs 2026/27 2025/26
Enterprise Investment Scheme (EIS) * (maximum investment per year) £1,000,000 £1,000,000
Venture Capital Trust (VCT) (maximum investment per year) £200,000 £200,000
* £2m if knowledge intensive shares

Individual Savings Account (ISA) 2026/27 2025/26
ISA (annual allowance)  £20,000 £20,000
Junior ISA (annual allowance)  £9,000 £9,000
Lifetime ISA (annual allowance)  £4,000 £4,000

Capital Gains Tax 2026/27 2025/26
Basic Rate  18%  18%
Higher Rate  24%  24%
Annual exemption – individuals, personal representatives and trusts for disabled persons
£3,000
£3,000
Annual exemption – other trusts
£1,500
£1,500
Business Asset Disposal Relief (BADR) lifetime limit
£1,000,000
£1,000,000
Business Asset Disposal Relief (BADR) rate
18%
14%
Chattels exemption 
£6,000
£6,000
Carried interest
32% 32%

Inheritance tax 2026/27 2025/26
Nil-rate band £325,000 £325,000
Residence nil-rate band (RNRB)* £175,000 £175,000
Standard rate 40% 40%
Reduced rate** 36% 36%
Rate for chargeable lifetime transfers 20% 20%
Gifts to charities Unlimited Unlimited
Gifts to spouses Unlimited Unlimited
Small gifts to same person £250 £250
Annual gifting exemption £3,000 £3,000
Wedding gifts to children £5,000 £5,000
Wedding gifts to grandchildren  £2,500 £2,500
Wedding gifts to any other person £1,000 £1,000
*Tapered for estates with a net value above £2 million
**Applies where at least 10% of the net estate is left to charity

Child benefit 2026/27 per week 2025/26 per week
First child £27.05 £26.05
Other children £17.90 £17.25

Pension credit 2026/27 per week 2025/26 per week
Single Person £238.00 £227.10
Couple £363.25 £346.60

Key benefits 2026/27 per week 2025/26 per week
Jobseekers Allowance (25+) Up to £95.55 per single person
Up to £92.50 per single person
Old State Pension (reached SPA by 05.04.2016)    £184.90 £176.45
Addition for spouse / civil partner
£110.94 £105.70
New State Pension (post 05.04.2016)
£241.30 £230.25

Due Dates for Tax Payment
Income Tax
Tax
Due
  Income Tax - Interim Payments 31st January during the tax year and 31st July following the end of tax year
  Income Tax - Final Payment 31st January following end of tax year
  Capital Gains Tax 31st January following end of tax year / Within 60 days if UK residential property
  Inheritance Tax - Death Within six months after the end of the month of death
  Inheritance Tax - Lifetime Transfer Within six months after the end of the month of transfer
  Corporation Tax - Profits up to £1.5m 9 months & 1 day after end of accounting period
  Corporation Tax - Profits between £1.5m and £20m 14th day of months 7, 10, 13 & 16 after start of a 12-month accounting period
  Corporation Tax  - Profits over £20m 14th day of months 3, 6, 9 & 12 of a 12-month accounting period

Stamp Duty Land Tax, Land & Buildings Transaction Tax & Land Transaction Tax
For more information, including bands & rates, please visit the respective government webpage:
https://www.gov.uk/stamp-duty-land-tax 
https://revenue.scot/taxes/land-buildings-transaction-tax 
https://www.gov.wales/land-transaction-tax-introduction 

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