Lesson 5 of 8·7 min read·beginner

UK Tax Year & Allowances

How the UK tax year works, the key allowances and tax bands for income tax and National Insurance, and the Self Assessment deadlines you need to know.

UK Tax Year & Allowances

The UK tax year runs from 6 April to 5 April the following year. So the 2025–26 tax year started on 6 April 2025 and ends on 5 April 2026. Understanding the key allowances and deadlines helps you plan your finances and avoid penalties.

Personal Allowance

The Personal Allowance is the amount of income you can earn tax-free each year. For 2025–26 it is £12,570.

If your income exceeds £100,000, your Personal Allowance is reduced by £1 for every £2 over that threshold. This means it reaches zero at £125,140 — effectively creating a 60% marginal tax rate in that band.

Income Tax Bands (England & Northern Ireland, 2025–26)

BandTaxable incomeRate
Personal AllowanceUp to £12,5700%
Basic rate£12,571 – £50,27020%
Higher rate£50,271 – £125,14040%
Additional rateOver £125,14045%

Scotland has different bands — Scottish taxpayers should check the Scottish Government rates.

National Insurance Contributions (NICs)

Employees also pay National Insurance on earnings:

ClassWho paysRate (2025–26)
Class 1 (Employee)Employed earners8% on earnings £12,570 – £50,270; 2% above £50,270
Class 1 (Employer)Employers13.8% on earnings above £5,000
Class 2Self-employed£3.45/week (if profits above £12,570)
Class 4Self-employed6% on profits £12,570 – £50,270; 2% above

NICs fund the State Pension and certain benefits. They are separate from income tax.

Other Key Allowances

Allowance2025–26 AmountWhat it covers
Dividend Allowance£500Tax-free dividend income
Capital Gains Tax Annual Exempt Amount£3,000Tax-free capital gains
Personal Savings Allowance£1,000 (basic) / £500 (higher)Tax-free savings interest
Marriage Allowance£1,260 transferTransfer unused PA to spouse
Trading Allowance£1,000Tax-free self-employment income
Rent-a-Room Allowance£7,500Tax-free income from lodgers

Self Assessment Deadlines

If you are self-employed, a company director, have income over £150,000, or have other untaxed income, you must file a Self Assessment tax return.

DeadlineDateWhat happens
Register for Self AssessmentBy 5 October after the tax year endsRegister with HMRC
Paper return31 OctoberFile on paper
Online return31 JanuaryFile online
Pay tax owed31 JanuaryPay the balance + first Payment on Account
Second Payment on Account31 JulyPay second instalment

Late filing penalties:

  • 1 day late: £100 immediate penalty
  • 3 months late: £10/day (up to 90 days = £900)
  • 6 months late: 5% of tax due or £300, whichever is greater
  • 12 months late: further 5% or £300

PAYE — Tax You Never See

If you are employed, most of your tax is collected through PAYE (Pay As You Earn). Your employer deducts income tax and NICs from your salary before you receive it. Your tax code tells your employer how much Personal Allowance to apply.

Check your tax code on your payslip — the standard code for 2025–26 is 1257L. If it looks wrong, contact HMRC.

Planning Tips

  1. Use all your allowances — ISA, pension, CGT exemption, dividend allowance
  2. File early — you do not have to pay early, but filing early gives you certainty
  3. Check your tax code annually on your payslip or HMRC Personal Tax Account
  4. Set aside 25–30% of self-employed income for tax and NICs
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Explain Like I'm 5

Tax is like sharing your sweets with the people who build your playground, keep the lights on, and make sure everyone is safe. The government lets you keep some sweets for free (that is your allowance), but after that, the more you earn, the more you share. Everyone follows the same rules so it is fair.

Key Takeaways

  • The UK tax year runs from 6 April to 5 April. The Personal Allowance is £12,570 (reduced for incomes over £100,000).
  • Income tax rates are 20% (basic), 40% (higher), and 45% (additional) in England and Northern Ireland.
  • Self Assessment online returns and tax payments are due by 31 January following the end of the tax year.
  • Employees should check their PAYE tax code (1257L for 2025–26) to ensure they are paying the right amount.

CoreFi shows your tax obligations and upcoming deadlines automatically.

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Educational only - not financial advice