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Home  /  Dividend Tax Calculator

TREGGENA ADVICE - CASTLE EDEN & UK-WIDE

Understand the tax
on your dividends.

Estimate dividend tax for 2026/27, taking account of other income, the dividend allowance and the reduction in Personal Allowance at higher incomes.

 

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YOUR FIGURES

Start with the numbers.

2026/27 · England, Wales and Northern Ireland · UK-resident individual · Other income must be non-savings income such as salary or pension. Excludes Scottish taxpayers, savings interest, Gift Aid and pension relief adjustments, special allowances and non-UK issues.

UNDERSTAND THE ESTIMATE

Three things to keep in mind.

Include the full income picture

Other income uses tax bands before dividends. Total income also affects your Personal Allowance.

Understand the £500 allowance

The dividend allowance gives a zero rate on the first £500 of taxable dividends. That amount still uses space in your tax bands.

Look beyond dividend tax

If dividends reduce your Personal Allowance, tax on your other income can also rise. The result shows this extra effect separately.

BEFORE YOU RELY ON THE RESULT

A little more detail.

SPEAK TO TREGGENA

Want help checking the full picture?

Tell us what you need help with. We’ll explain the relevant work and agree the support that fits your circumstances.

Based in Castle Eden. Supporting limited companies across the North East and UK.

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