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Statistics/UK Personal Taxes
UK Personal Taxes · Published August 2026

UK Personal Taxes 2026/27

Income tax bands, the £100,000 taper trap, ISA subscriber data, and National Insurance thresholds. Sourced from HMRC, GOV.UK, the Scottish Government, or the FCA. Copy, cite, redistribute.

Last updated 01/08/20264 headline stats

Headline Numbers

60%

Effective marginal tax rate between £100,000 and £125,140

15m

UK adults subscribed to an ISA, but most hold the wrong kind

£3,000

Average ISA pot gap between men and women, £6.6bn nationwide

£12,570

Personal Allowance, frozen until 2031, pulling more earners into higher bands via fiscal drag

UK Income Tax Bands 2026/27

The income tax structure is unchanged from the previous year. The personal allowance remains frozen at £12,570 and the higher-rate threshold at £50,270 until April 2031, after the freeze was extended by three years at the Autumn Budget 2025. This is fiscal drag: as wages rise with inflation, more people get pulled into higher bands without any change to the bands themselves.

Income Tax Bands (England, Wales, Northern Ireland)

BandTaxable IncomeRateTax on Band
Personal Allowance£0 – £12,5700%£0
Basic Rate£12,571 – £50,27020%up to £7,540
Higher Rate£50,271 – £125,14040%up to £29,948
Additional RateOver £125,14045%marginal

Scottish Income Tax Bands 2026/27

BandTaxable IncomeRate
Starter£12,571 – £16,53719%
Basic£16,538 – £29,52620%
Intermediate£29,527 – £43,66221%
Higher£43,663 – £75,00042%
Advanced£75,001 – £125,14045%
TopOver £125,14048%

Source: Scottish Government, Income tax rates and bands 2026 to 2027, 2026/27

Bands assume the individual receives the standard UK Personal Allowance (£12,570).

Why the Freeze Matters

A salary that was basic-rate in 2021 may be higher-rate by 2027, even if real purchasing power has not changed. Someone promoted from £49,000 to £52,000in 2027 has had a real-terms pay rise of approximately 0% but a marginal tax rate jump from 20% to 40% on the £2,000 above the higher-rate threshold. This is the largest "hidden" tax increase of the decade.

The £100,000 Taper Trap

Around 1.8 million UK taxpayers earn above £100,000 (a fast-growing group thanks to frozen thresholds), but those who do face one of the most punishing "invisible" tax traps in the developed world. The personal allowance reduces by £1 for every £2 of additional income above £100,000, creating a 60% effective marginal tax rate on income between £100,000 and £125,140.

60%

Effective Marginal Rate

The highest combined marginal rate in the UK personal tax system. Applies to the £25,140 of income between £100,000 and £125,140.

Source: GOV.UK, Personal Allowances: adjusted net income, 2026/27

£25,140

Taper Range

The personal allowance tapers from full (£12,570) at £100,000 to zero at £125,140. Above £125,140, no personal allowance remains.

Source: GOV.UK, Income Tax rates and Personal Allowances, 2026/27

1.8m

UK Taxpayers Above £100k

HMRC estimates 1.8 million taxpayers earned above £100,000 in 2024/25, projected to reach 2.29 million by 2028/29 as frozen thresholds pull in more earners. Most do not realise the taper exists until their tax code is amended mid-year.

Source: HMRC data via Rathbones FOI request, Nov 2025, 2024/25

Worked Example: Earner on £120,000

Step 1: Calculate the taper

  • Income above £100,000: £20,000
  • Personal allowance reduction: £20,000 ÷ 2 = £10,000
  • Remaining personal allowance: £12,570 − £10,000 = £2,570

Step 2: Recalculate tax

  • Taxable income: £120,000 − £2,570 = £117,430
  • Tax on first £37,700 at 20%: £7,540
  • Tax on £37,701 to £117,430 at 40%: £31,892
  • Total income tax: £39,432

Without the taper, the same earner would pay £35,432 in income tax. The taper adds £4,000, an effective additional 20% on the £20,000 above £100,000, on top of the headline 40% higher rate. The marginal rate on income in the taper zone is 60%.

Why This Catches People Out

The taper triggers on adjusted net income, not salary alone. Rental income, investment gains, dividends, and pension income all count. Someone with a £95,000 salary and £15,000 of rental income is hit by the same taper as a £110,000 earner, often without realising until their tax code changes.

The Pension Workaround

A pension contribution that drops taxable income back below £100,000 restores the full personal allowance. For an earner at £120,000, a £20,000 gross pension contributionremoves them from the taper zone. The effective "return" on that contribution is the 60% marginal tax saved, the highest guaranteed return available to higher earners.

ISA Statistics: 15 Million Savers, a Widening Return Gap

Individual Savings Accounts remain the UK's most popular tax-efficient savings vehicle, but the headline subscriber count hides two problems: most ISA money is in cash, not investments, and women's pots lag men's by thousands of pounds.

15m

Adult ISA subscribers (2023/24)

The Headline Number

15 million UK adults subscribe to an ISA. The annual allowance is £20,000 for 2026/27. ISAs shield savings from income tax, capital gains tax, and (for most wrappers) the savings-rate starter band.

Source: HMRC Annual Savings Statistics, 2025

£70bn

Cash ISA subscriptions in 2023/24

The Cash Rush

Cash ISA subscriptions hit £69.5 billion in 2023/24, up 67% year-on-year (a £27.9bn increase), the highest in over a decade. Risk aversion, not optimal allocation, drove the surge.

Source: AJ Bell, ISA use hits 13-year high as savers rush back to cash, 2025

UK ISA Landscape 2023/24

MetricValue
Adult ISA subscribers15 million
Cash ISA subscriptions~£70 billion
Cash ISA subscriptions (year-on-year)+67% (£27.9bn increase)
Lifetime ISA contributions£2.3 billion (+25.3% YoY)
Junior ISA contributions£1.8 billion
Unclaimed Child Trust Funds~£1.6 billion
Annual ISA allowance (2026/27)£20,000

The Return Gap: £10,000 Over 10 Years

Same contribution, same tax wrapper, very different outcomes. 10-year average returns: Cash ISA ~1.79%, Stocks & Shares ISA ~6.79%.

£10,000 in Cash ISA (1.79%)£11,940
£10,000 in Stocks & Shares ISA (6.79%)£19,289

Difference: £7,349 of foregone growth on a single £10,000 ISA held for 10 years. The Stocks & Shares ISA grows to nearly 1.6x the Cash ISA. The gap is real, and it compounds. (Source: Moneyfacts-compiled 10-year average ISA returns. Illustrative compounding calculation; past performance is not a guide to future returns.)

The ISA Gender Gap

Women hold the majority of ISA accounts, but average pot sizes trail men's by £3,000, and the gap is widest for savers in their 30s:

  • Overall average gap per ISA holder£3,000
  • Total UK gender ISA gap£6.6bn

Source: AJ Bell, Closing the 10% gender ISA gap, 2025, citing HMRC data.

Cash vs Investment: The FCA Warning

Despite the return gap, most UK savers with meaningful assets stay concentrated in cash (FCA Financial Lives 2024):

  • People with £10k+ investible assets holding 75%+ in cash61%
  • Cash ISA 10-year average return~1.79%
  • Stocks & Shares ISA 10-year average return~6.79%

Source: FCA Financial Lives 2024; Moneyfacts-compiled data.

National Insurance 2026/27

National Insurance is a separate tax on employment income, paid on top of income tax. The 2026/27 thresholds are slightly different from the income tax personal allowance, which is why the marginal rate on a £50,000 salary depends on which side of each threshold the earner sits.

NI Thresholds and Rates 2026/27

ThresholdWeeklyMonthlyAnnual
Lower Earnings Limit£129£559£6,708
Primary Threshold£242£1,048£12,570
Upper Earnings Limit£967£4,189£50,270
Employer rate (above secondary threshold)15% on earnings above £96/week

Employee NI Rates 2026/27

  • Below primary threshold (£12,570)0%
  • Primary threshold to UEL (£12,570 – £50,270)8%
  • Above UEL (£50,270+)2%

Class 1 employee (Category A) standard rates. The 2% rate above the UEL is the lowest in the developed world for high earners.

Self-Employed NI (Class 2 & Class 4)

  • Class 2 (voluntary, flat weekly)£3.65/week
  • Class 4 (profits £12,570 – £50,270)6%
  • Class 4 (profits above £50,270)2%

Class 2 is treated as paid automatically once profits exceed the Small Profits Threshold (£7,105 for 2026/27); below it, voluntary payments protect your NI record. Class 4 applies to self-employed profits, not employment income.

Source: GOV.UK, Self-employed National Insurance rates, 2026/27

Combined Tax + NI on a £45,000 Salary (rUK, 2026/27)

ComponentRateAmount
Gross salaryn/a£45,000
Less: Personal Allowancen/a−£12,570
Taxable incomen/a£32,430
Income tax (basic rate)20%£6,486
Employee NI (£12,570 – £45,000)8%£2,594
Total tax + NIn/a£9,080
Take-home payn/a£35,920

Source: Delphina worked example using HMRC 2026/27 rates. Excludes Scottish income tax, student loan repayments, pension auto-enrolment, and salary sacrifice arrangements.

Why These Numbers Matter

Fiscal Drag Is the Hidden Tax Rise

With the personal allowance frozen at £12,570 until April 2031, every pay rise above inflation pushes more earners into the 40% higher-rate band. A promotion from £49k to £52k in 2027 can mean a 0% real-terms pay rise but a 20% to 40% marginal rate jump on the £2,000 above the threshold.

The Taper Trap Hits £100k Earners

Earning more can leave you with less. A £5,000 bonus for someone earning £118,000 can cost over £3,000 in additional tax and lost personal allowance, a 60% marginal rate on the bonus itself. The taper is invisible until your tax code arrives.

15m ISAs, Still Mostly Cash

The £69.5bn rush into Cash ISAs in 2023/24 was a 67% year-on-year jump, the highest in over a decade. The trade-off: over 10 years, cash ISAs have averaged ~1.79% while stocks & shares ISAs have averaged ~6.79%. £7,349 of foregone growth on a single £10,000 ISA held for 10 years.

The Gender Gap Compounds

A £3,000 average ISA gap adds up to £6.6bn nationally, and separate research on pensions suggests the wealth gap widens further with age: women aged 55-64 hold around £89,000 less in pension wealth than men on average, a 46% gap. The ISA gender gap is a leading indicator, not the final figure. Without deliberate catch-up contributions, gaps in savings tend to propagate into retirement income.

“Between £100,000 and £125,140, every extra pound you earn is taxed at an effective 60% rate, the highest in the UK system. The taper is invisible until your tax code arrives.”

Delphina, UK Personal Taxes 2026/27 Statistics

Methodology and Sources

Compilation Period

July 2026 to August 2026. Tax year covered: 2026/27 (6 April 2026 to 5 April 2027).

Data Sources

All figures are drawn from authoritative UK public sources, listed by claim:

  • Income tax bands, personal allowance and the freeze to 2031: GOV.UK, "Income Tax rates and Personal Allowances"; Autumn Budget 2025 threshold-freeze extension.
  • Scottish income tax bands: Scottish Government, "Scottish Income Tax: rates and bands, 2026 to 2027".
  • National Insurance thresholds and rates: GOV.UK, "Rates and thresholds for employers 2026 to 2027".
  • Self-employed Class 2 & Class 4 NI: GOV.UK, "Self-employed National Insurance rates".
  • Personal allowance taper (£100,000 limit): GOV.UK, "Personal Allowances: adjusted net income".
  • UK taxpayers above £100k (1.8m, rising to 2.29m by 2028/29): HMRC data obtained by Rathbones via Freedom of Information request, November 2025.
  • ISA subscriber, Cash ISA, Lifetime ISA and Junior ISA data: HMRC Annual Savings Statistics 2025 (covering 2023/24 tax year).
  • Cash ISA surge (+67%): AJ Bell, "ISA use hits 13-year high as savers rush back to cash", 2025, citing HMRC data.
  • Unclaimed Child Trust Funds (~£1.6bn): HM Treasury press release, June 2026.
  • ISA gender gap (£3,000 average; £6.6bn total): AJ Bell, "Closing the 10% gender ISA gap", 2025, citing HMRC data.
  • Gender pension gap at ages 55-64 (~£89,000): interactive investor / AJ Bell analysis, reported by Trustnet.
  • Cash vs investment concentration (61% holding 75%+ in cash): FCA Financial Lives 2024, Consumer investments findings.
  • Cash ISA and Stocks & Shares ISA 10-year average returns (1.79% vs 6.79%): Moneyfacts-compiled data.

Scope and Limitations

  • Income tax and NI figures apply to the 2026/27 tax year (6 April 2026 to 5 April 2027).
  • Scottish tax figures apply to Scottish taxpayer residents only, defined by the HMRC "S" tax code.
  • NI figures shown are for Class 1 employees (Category A). Class 2 and Class 4 self-employed rates are summarised but not exhaustive.
  • ISA subscriber count is the number of unique adult subscribers, not accounts (an individual may hold multiple ISAs).
  • Cash ISA and Stocks & Shares ISA returns are average figures, not guaranteed. Past performance is not a guide to future returns.
  • The personal allowance taper applies to "adjusted net income", which includes salary, rental income, investment gains, and pension income, less certain reliefs and Gift Aid donations.

Editorial Independence

Delphina does not sell financial products and does not receive commission for ISA, pension, or investment recommendations. The figures on this page are presented for educational and journalistic use. Worked examples illustrate the 2026/27 tax mechanics; they are not personal financial advice.

How to Cite This Page

UK Personal Taxes 2026/27. Delphina. www.delphina.money/stats/uk-personal-taxes

Cite This Page

UK Personal Taxes 2026/27. Delphina. www.delphina.money/stats/uk-personal-taxes

Sources: GOV.UK Income Tax rates and Personal Allowances; GOV.UK Rates and thresholds for employers 2026 to 2027; Scottish Government Income Tax rates and bands 2026 to 2027; HMRC Annual Savings Statistics 2025; HM Treasury (unclaimed Child Trust Funds); FCA Financial Lives 2024; AJ Bell; Moneyfacts-compiled ISA return data; HMRC data via Rathbones FOI request.