UK Dividend Tax 2027/28 Calculator

UK dividend allowance: £500 (cut from £1,000 in 2024, from £2,000 in 2023). Above allowance: 8.75% basic rate, 33.75% higher rate, 39.35% additional rate. Dividends stack on top of other income to determine band.

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Dividend Allowance Cuts

2022/23: £2,000. 2023/24: £1,000. 2024/25 onwards: £500. Likely £500 through 2027/28.

Rate by Income Band

Basic rate: 8.75%. Higher rate (£50,270-£125,140): 33.75%. Additional rate: 39.35%. Compared to non-savings tax rates 20/40/45%, dividend rates are favourable.

ISA Wrapper

Dividends inside ISA = 0% tax forever. £20K annual ISA allowance shelters most retail investors. SIPP also shelters dividends until withdrawal.

Source and Disclaimer

gov.uk/tax-on-dividends. Verify rates after each Budget. 2027/28 assumes current policy hold.

Source: gov.uk/tax-on-dividends. Last updated: May 2026.