Half a million savers face a tax bill over £2,000 — how to pay less

The number of savers facing a tax bill of over £2,000 has quadrupled in four years, with more than half a million expected to owe HMRC in 2026-27.

More than 100,000 could be hit with bills exceeding £10,000, according to tax office figures obtained by Paragon Bank. That's up from just 28,000 in 2022-23.

So why are more savers being caught in the tax trap and what can you do to reduce your bill?

What tax do you pay on savings?

A portion of returns is shielded from tax thanks to the personal savings allowance (PSA). 

The PSA currently stands at £1,000 for basic-rate taxpayers and £500 for higher-rate taxpayers. Additional-rate taxpayers don't have a PSA, meaning all their savings interest is subject to income tax.

Any interest that exceeds your PSA will be charged at your usual rate of income tax (20%, 40% or 45%). From 2027, however, the rate of income tax on savings interest will rise by two percentage points.

A basic-rate taxpayer will therefore be faced with a 22% charge, higher-rate taxpayers will pay 42%, and those in the additional-rate tax band will pay 47%.

Find out more: 

Surge in savings tax bills

The total number of people paying over £2,000 in tax on their savings income is expected to hit an estimated 542,000 in 2026-27, according to HMRC data obtained by Paragon Bank. That's four times more than the 119,000 recorded in 2022-23.

Savers owing the taxman more than £10,000 on interest income are also set to surge from 28,000 to 109,000 over the same time period.  

This chart shows the estimated number of savers paying tax on interest from 2022-23 to 2026-27.

Why are more savers paying tax on interest?

In the past, only savers with a large lump sum had to worry about exceeding the PSA, but a rising number of people are facing a savings tax bill.

There are two main reasons for this:

Rising savings rates

Savings rates have hit record highs over the past few years. In October 2022, the best one-year fix offered an impressive 6.2% AER. Rates have dropped since that peak, but they are climbing again, and you can still find an equivalent account with a top rate of 5%. The result is that even savers with modest pots are facing tax bills.

This table shows how much a basic-rate and higher-rate taxpayer needs in savings, at various interest rates, before interest is taxed.

Threshold freeze 

Wage increases and income tax thresholds frozen until 2031 are dragging more people into a higher tax band. These savers have a smaller PSA to play with as a result.

HMRC data shows there is expected to be 7.7 million higher-rate taxpayers this financial year. That's an increase of more than 1 million in the past two years alone and 3 million more than in 2021-22 when thresholds were first frozen.

The number of additional-rate taxpayers has more than doubled within the same time period, jumping from 520,000 to an estimated 1.3 million in 2026-27. 

Not only was this band frozen at £150,000, but it was then cut to £125,140 in 2023-24. It means more people have been dragged into the top tax rate and will need to pay income tax on all of their savings returns.

There are also 4 million more taxpayers paying the basic-rate tax for the first time.

Find out more: 

An Isa can shield up to £20,000 from tax

An Isa is a great way to protect your savings interest or investment income from tax.

You can put up to £20,000 in a cash and/or stocks and shares Isa, and any income generated can grow completely tax-free, protecting your savings now and in the future. 

Although the cash Isa limit for savers under 65 will fall to £12,000 from April 2027, the overall Isa allowance will remain at £20,000. That means under-65s wanting to use their full Isa allowance will need to invest at least £8,000 in a stocks and shares Isa. 

This table shows the top cash Isa accounts, ordered by term:

Isa typeProviderAccount nameInterest rate (AER)Provider customer scoreMinimum investmentOpening methodsInterest paidTransfers in?
Instant accessSidekickCash Isa4.61% (a)n/a£1Mobile appMonthlyYes
One-year fixed rateRECOMMENDED_BADGE(RECOMMENDED PROVIDER); Charter Savings Bank1 Year Fixed Rate Cash Isa4.74%82%£5,000InternetMonthly, anniversaryYes
Two-year fixed rateHodge Bank2 Year Fixed Rate Cash Isa4.81%n/a£1,000InternetMonthly, anniversaryNo
Three-year fixed rateRECOMMENDED_BADGE(RECOMMENDED PROVIDER); Charter Savings Bank3 Year Fixed Rate Cash Isa4.83%82%£5,000InternetMonthly, anniversaryYes
Four-year fixed rateUBL UK4 Year Fixed Rate Cash Isa3.91%n/a£2,000Branch, internet, mobile app, postalMonthly, quarterly, anniversary, on maturityYes
Five-year fixed rateFurness Building Society5 Year Fixed Rate Isa4.91%n/a£1,000Branch, internet, mobile app, postalAnniversaryYes
Find out more:

How to maximise your Isa savings

Here are some savvy ways to make the most of the higher rates currently available on cash Isas:

Max out your allowance:Mix and match: Keep it in the family:

How else can you reduce tax on savings?

There are a couple of other ways savers can side-step or reduce tax on savings income:

Premium bonds

This government-backed savings product is popular with people who not only want to shelter their nest egg from tax but enjoy the thrill of a flutter. 

You can hold up to £50,000 tax-free, but they don't pay interest. Instead, you're entered into a monthly prize draw, with prizes ranging from £25 to £1m. Bear in mind that the current odds of winning any prize are just 21,000 to one, meaning many people will get nothing at all.

Starting rate for savings

Lower-income savers may also be able to make use of the starting rate for savings. This allows you to earn up to £5,000 in savings income tax-free, provided you earn less than £17,570 from other sources. The allowance is reduced by £1 for every £1 of other income you earn above the £12,570 personal allowance. 

So, if you earn £15,000 a year, £2,430 of your income is above the personal allowance, reducing your £5,000 starting rate for savings to £2,570. In other words, you could earn up to £2,570 in savings interest without paying tax.



source https://www.which.co.uk/news/article/half-a-million-savers-face-a-tax-bill-over-2000-how-to-pay-less-a9Ln55k3BPmK
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