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CALCULATORS · FREE TO USE · 2026/27 RATES

Salary vs dividends calculator - find your most tax-efficient split

Most limited company directors pay themselves through a combination of salary and dividends. The split you choose affects how much income tax, National Insurance and corporation tax you pay. Use this calculator to see exactly what each combination costs - and what you actually take home.

2026/27

Current HMRC rates

Free to use

No sign-up required

Every case differs

Results are illustrative

Fixed fee

Agreed on the call

WHAT THIS SHOWS

Understanding your results

The calculator breaks your tax position into every component - so you can see the full cost of each pound you take out of your company, not just your personal tax bill.

Income tax

Personal tax on your salary above the £12,570 personal allowance. Charged at 20% basic rate, 40% higher rate and 45% additional rate depending on your total income. The calculator highlights which band you're currently in and shows the tax in each band separately.

Dividend tax

Tax on dividends above the £500 dividend allowance. For 2026/27 the rates are 10.75% in the basic rate band, 35.75% in the higher rate band and 39.35% in the additional rate band. Dividends are stacked on top of your salary to determine which rate applies.

Corporation tax

Tax paid by the company on its profits before dividends are declared. The effective rate depends on profit level — 19% up to £50,000, 25% above £250,000, with marginal relief applied between those thresholds. The calculator shows the total CT, the effective rate, and how much of it relates to the profit paid out as dividends.

National Insurance

Employee NI on your salary at 8% between £12,570 and £50,270, dropping to 2% above £50,270. The calculator breaks down how much sits in each band. Employer NI is paid by the company at 15% on salary above £5,000 — this reduces the profit available for dividends, so it is shown separately in the breakdown.

HOW TO USE THIS CALCULATOR

1

Enter your company profit

Before salary, before corporation tax

2

Add any other income

Rental, employment or pension income

3

Adjust salary and dividends

Slide to find your most efficient split

4

See your full breakdown

Every tax updated live as you move the sliders

Corporation tax & marginal relief: Companies pay 19% on profits up to £50,000 and 25% above £250,000. Between those thresholds, marginal relief gradually increases the effective rate using the exact HMRC formula (3/200 × (£250,000 − profit)).

Your details

£
£
£12,570
£37,700
Total pay package£0
Dividends exceed available profit Dividends can only be paid from post-tax profits. Your company has £0 available after corporation tax. Taking more would be an unlawful dividend under HMRC rules.

Income tax bands

Personal allowance (£0–£12,570)0%
Basic rate (£12,571–£50,270)20%
Higher rate (£50,271–£125,140)40%
Additional rate (£125,141+)45%

Employee NI bands

Below £12,5700%
£12,571–£50,2708%
Above £50,2702%

Tax breakdown

Income tax£0
Employee NI£0
Dividend tax£0
Employer NI£0
Corporation tax£0
Effective CT rate0%
Of which on dividends£0
Take-home pay£0
Overall effective tax rate (all taxes on total profit)0%
This calculator uses 2026/27 HMRC rates including the official marginal relief formula (source: gov.uk). It assumes a single company with no associated companies. Results are illustrative and do not constitute tax advice. Your actual position depends on your full financial picture — always speak to a qualified accountant before making decisions.

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YOUR POSITION IS UNIQUE

The calculator gives you a starting point - not a final answer

Your optimal salary and dividend split depends on more than just profit. Your other income, pension contributions, mortgage plans, future investment, property portfolio and long-term goals all affect the right answer. A qualified accountant looks at the full picture and gives you a recommendation built around your situation - not a generic rule of thumb.

Book a free 20-minute call →

COMMON QUESTIONS

Salary vs dividends - your questions answered

Everything you need to know before making a decision.

What is the most tax-efficient salary for a limited company director in 2026/27?

For most directors, the optimal salary is £12,570 - the personal allowance threshold. At this level you pay no income tax and no employee NI, while the company pays employer NI only on amounts above £5,000. If you have other income sources the optimal figure may differ. The free discovery call will confirm the right number for your situation.

Should I take dividends or salary?

For most limited company directors, a combination works best - a low salary up to the personal allowance, with the remainder taken as dividends. Dividends are not subject to National Insurance and are taxed at lower rates than salary. However the right split depends on your profit level, other income and long-term plans. This calculator shows the numbers - a qualified accountant gives you the recommendation.

How does corporation tax affect my dividend?

Dividends can only be paid from post-tax profits. So before you can take a dividend, the company pays corporation tax on its profits first. This calculator shows how much of your corporation tax bill relates to the profit you're taking as dividends - so you can see the true total tax cost of your pay package, not just the personal tax.

What is marginal relief and does it affect me?

Marginal relief applies if your company profit falls between £50,000 and £250,000. Rather than jumping straight to 25% corporation tax, the effective rate increases gradually from 19% to 25% across that band. This calculator applies the exact HMRC marginal relief formula, so the corporation tax figure shown is as accurate as possible for your profit level.

Can I take dividends if my company isn't making a profit?

No - dividends must be paid from retained profits after tax. If your company has no available post-tax profits, any payment made as a dividend would be treated as an unlawful dividend by HMRC, which creates significant tax and legal problems. The calculator automatically caps dividends at the available post-tax profit and shows a warning if you exceed it.

Does my salary affect how much dividend tax I pay?

Yes - your salary and other income determine which tax band your dividends fall into. If your salary uses up part of your basic rate band, more of your dividends will be taxed at the higher dividend rate of 35.75%. The calculator stacks income in the correct order so the dividend tax figure reflects your actual position.

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