Skip to content
JL JobLabs

UK Personal Allowance 2026/27 — £12,570 Frozen, Taper, Fiscal Drag

Reviewed by Alex Morgan · Updated April 2026 · Frozen since April 2021, frozen until April 2028

Personal Allowance vs other allowances

Allowance 2026/27 amount Frozen until What it covers
Personal Allowance£12,570April 2028All taxable income
Marriage Allowance (transfer)£1,260April 202810% of PA transferable to spouse/CP
Blind Person's Allowance£3,070Indexed annuallyAdded to PA for registered blind individuals
Personal Savings Allowance — basic£1,000No expiry dateSavings interest tax-free for BR
Personal Savings Allowance — higher£500No expirySavings interest tax-free for HR
Personal Savings Allowance — additional£0N/ANo PSA for additional-rate taxpayers
Dividend Allowance£500No expiryFirst £500 of dividend income tax-free
Trading Allowance£1,000No expiryCasual self-employment income tax-free
Property Allowance£1,000No expiryCasual rental income tax-free

The £100k taper — and the 60% tax trap

For each £2 of income above £100,000, the Personal Allowance reduces by £1. The allowance reaches zero at £125,140. The interaction creates the most punitive marginal rate in the UK system:

Worked example — earning £110,000

  • Income above £100k: £10,000
  • PA reduction: £10,000 ÷ 2 = £5,000 lost from your PA
  • Adjusted PA: £12,570 − £5,000 = £7,570
  • Effect: £5,000 of income that was previously tax-free is now taxed at 40%
  • Extra tax from PA loss: £5,000 × 40% = £2,000
  • Standard 40% on the £10k of marginal income: £4,000
  • Total tax on the £10k earned in this band: £6,000
  • Effective marginal rate: 60%

The 60% trap runs the full £100k–£125,140 band — over £15,000 of income taxed at this brutal rate. Pension contributions and Gift Aid donations reduce adjusted net income for the purposes of the taper test, so a £25,000 pension contribution restores the full £12,570 PA and effectively gives 60% tax relief on contributions in this band. See our 60% tax trap explainer for the full strategy.

Fiscal drag — what the freeze actually costs you

The PA was raised steadily from £6,475 in 2010/11 to £12,500 by 2020/21. Since April 2021 it's been static at £12,570. Cumulative real-terms erosion versus inflation:

Tax year PA cash Real-terms (April 2026 prices) Erosion
2020/21£12,500~£15,800
2022/23£12,570~£14,500~10%
2024/25£12,570~£13,200~17%
2026/27£12,570£12,570 (base)~21% vs 2020 baseline
2027/28 (frozen final yr)£12,570~£12,200~23% projected

OBR estimates the freeze pulls roughly 1.4 million additional taxpayers into income tax per year and pulls another 600,000 into the 40% higher rate band annually. Cumulative revenue impact by 2027/28: ~£40 billion/year — making the freeze the largest stealth tax measure in UK history. The freeze affects every working-age adult earning above the PA — whether or not they realise it.

Marriage Allowance — claim £252 if eligible

A non-taxpaying spouse or civil partner can transfer up to 10% of their PA — £1,260 — to a basic-rate-paying partner. The receiving partner saves up to £252 in income tax. Eligibility:

Apply via gov.uk → "Marriage Allowance." The receiving partner's tax code typically changes to "1383M" reflecting the additional £1,260 allowance. Many couples are eligible but never claim — a quiet government underspend of around £600 million per year.

Scotland — same PA, different bands

Scotland uses the UK Personal Allowance (£12,570) but applies its own progressive income tax bands above it (set by the Scottish Parliament). Scottish bands for 2026/27: Starter 19% (£12,571 – £15,397), Basic 20% (£15,398 – £27,491), Intermediate 21% (£27,492 – £43,662), Higher 42% (£43,663 – £75,000), Advanced 45% (£75,001 – £125,140), Top 48% (above £125,140). The Scottish 60% trap from £100k–£125,140 is more like a 67.5% effective rate (45% Advanced + PA loss). National Insurance, Capital Gains Tax, Dividend Tax remain set by Westminster — only earned-income bands are devolved.

How Personal Allowance interacts with other allowances

The order of allowances matters when you have varied income. HMRC's allocation rule:

  1. Personal Allowance applied first to non-savings, non-dividend income — salary, pension, rental, self-employment.
  2. Then to savings interest — if any PA remains.
  3. Then to dividends — if any PA still remains.
  4. Personal Savings Allowance applied next to savings interest above the PA.
  5. Starting rate for savings (£5,000 at 0%) only useful if non-savings income is under ~£17,570.
  6. Dividend Allowance applied to first £500 of dividends after PA exhausted.

For most workers with mainly salary income, this complexity is invisible — PA covers the first £12,570 and the various allowances just sit there unused. For dividend-heavy or interest-heavy income mixes (e.g. retirees living off ISA-busted portfolios + rental), the layering matters significantly.

Pair this with

Sources

  1. gov.uk — Income Tax rates and Personal Allowance
  2. gov.uk — Marriage Allowance
  3. gov.uk — Blind Person's Allowance
  4. gov.uk — Scottish Income Tax
  5. OBR — Cost of the personal allowance freeze
  6. Income Tax Act 2007, s.35 — Personal Allowance