Free Sample Chapter — TaxClarity Guide 2026/27
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UK Tax Guide
TaxClarity
Chapter Two

Income Tax Bands
& Personal Allowances

Income tax affects every business owner personally — whether you pay yourself a salary, draw dividends, or both. Understanding the bands, allowances, and the interaction between income types is essential for tax-efficient remuneration planning. All figures below apply to England, Wales & Northern Ireland for the 2026/27 tax year.

Income Tax Bands 2026/27

Applies to England, Wales & Northern Ireland. Scotland operates a separate 5-band structure — see the Key Points section below.

20%
Basic Rate
Basic Rate Band
£12,571 – £50,270 of income
Applies to the next £37,700 of income above the Personal Allowance. Most sole traders and directors pay predominantly at this rate.
£37,700
Band width
40%
Higher Rate
Higher Rate Band
£50,271 – £125,140 of income
Threshold frozen since 2021. With average earnings rising, more business owners are entering this band each year through fiscal drag.
£74,870
Band width
45%
Additional Rate
Additional Rate Band
Above £125,140 of income
No personal allowance applies at this level. The threshold was permanently reduced from £150,000 to £125,140 in April 2023.
No upper
limit
Band width
Dividend Tax Rates — New Rates from April 2026

Dividends remain the most common way directors extract profit. The basic and higher rates increased by 2% from 6 April 2026.

Band 2025/26 2026/27 Per £1,000
Within allowance 0% 0% £0
Basic rate 8.75% 10.75% £107.50
Higher rate 33.75% 35.75% £357.50
Additional rate 39.35% 39.35% £393.50

The Dividend Allowance remains £500 for 2026/27. Dividends are always treated as the top slice of income, taxed after salary and other earnings. They do not attract National Insurance.

Worked Example — Director's Pay 2026/27

Director pays themselves a £12,570 salary and £30,000 in dividends. Total income: £42,570.

Salary (within Personal Allowance) £0 tax
First £500 dividends (allowance) £0 tax
Remaining £29,500 @ 10.75% basic rate £3,171.25
Total income tax payable £3,171.25

Effective rate on total income: 7.45%. Under the 2025/26 rate of 8.75%, tax would have been £2,581.25 — a difference of £590 more in 2026/27.

The £100,000 Tax Trap
An effective 60% marginal rate
on income between £100,000 – £125,140
For every £2 earned above £100,000, you lose £1 of your Personal Allowance. This means income in this band is taxed at 40% — plus you lose 20p of allowance worth of relief. The combined effect is a 60% effective marginal rate before National Insurance. Pension contributions are the most effective tool to manage this: paying into a pension reduces your adjusted net income, potentially restoring your full allowance.
60% Effective marginal
rate in trap zone
£1,000
Personal Savings Allowance
Basic rate taxpayers. Reduced to £500 for higher rate payers. Additional rate taxpayers receive no allowance. Note: savings rates rise 2% from April 2027.
£1,260
Marriage Allowance
Transfer unused Personal Allowance to a spouse or civil partner — but only if the recipient pays no more than basic rate tax. Worth up to £252 saving per year.
£60,000
Annual Pension Allowance
Maximum you can contribute to a pension and receive tax relief. Capped at 100% of earnings if lower. Carries forward unused allowance from the prior 3 years.
Fiscal Drag — The Hidden Tax Rise
All income tax bands and the Personal Allowance are frozen until April 2031. With wages rising at 4–5% annually, HMRC estimates that an additional 400,000–600,000 taxpayers are being pushed into the 40% higher rate band each year — without any change to the headline rates. Business owners giving pay rises, or drawing more from a growing company, should review their income structure annually to ensure they are not inadvertently crossing into a higher band.
Optimal director salary is £12,570 — aligns with the Personal Allowance and avoids employee NI (where there are no other employees triggering the Employment Allowance).
Scotland has different income tax rates for non-savings, non-dividend income — with a 5-band structure including a 19% starter rate and a 42% advanced rate above £43,662.
Dividends do not attract NI — making them more tax-efficient than salary above the Personal Allowance, even at the new higher dividend tax rates from April 2026.
Gift Aid donations extend the basic rate band pound-for-pound, meaning higher rate taxpayers can reclaim relief and potentially reduce their effective rate.
Salary sacrifice (e.g. for pension or EV car schemes) reduces gross salary, lowering both income tax and National Insurance for employer and employee alike.
ISA allowance remains £20,000 (Cash ISA sub-limit reduces to £12,000 from 2027/28) — sheltering investment income from dividend and savings tax entirely.
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The complete guide covers all 9 chapters.

This is one chapter of nine in The Business Owner's Tax Clarity Guide 2026/27 — the complete plain-English reference covering every rate, threshold, and deadline your business needs to know for this tax year.

01 Corporation Tax 03 National Insurance 04 VAT 05 Capital Gains Tax 06 Filing Deadlines 07 Payroll & PAYE 08 Allowable Expenses 09 Making Tax Digital
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