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Half a Million Savers Face Over £2,000 Tax Bill on Interest in 2026-27

The number of savers expected to owe HMRC more than £2,000 in tax on their savings interest is projected to quadruple to over half a million in 2026-27.

  • Over 542,000 savers are expected to face a tax bill exceeding £2,000 on savings interest in 2026-27.
  • More than 100,000 savers could face bills over £10,000 in 2026-27, up from 28,000 in 2022-23.
  • From 2027, income tax rates on savings interest will increase by two percentage points.

More than half a million savers are projected to face a tax bill exceeding £2,000 on their savings interest in the 2026-27 financial year. This figure represents a quadrupling from 119,000 in 2022-23, according to HMRC data obtained by Paragon Bank.

The data also indicates that over 100,000 savers could be liable for tax bills exceeding £10,000 on their interest income in 2026-27, a significant rise from 28,000 in 2022-23.

The increase in tax liabilities is attributed to rising savings rates and frozen income tax thresholds. The personal savings allowance (PSA) currently stands at £1,000 for basic-rate taxpayers and £500 for higher-rate taxpayers, with no PSA for additional-rate taxpayers. Any interest earned above these allowances is subject to income tax at an individual's usual rate.

From 2027, the income tax rate on savings interest is set to increase by two percentage points. This means basic-rate taxpayers will pay 22%, higher-rate taxpayers 42%, and additional-rate taxpayers 47% on interest exceeding their PSA.

Individual Savings Accounts (ISAs) offer a way to shield savings interest from tax. The overall ISA allowance remains £20,000, though the cash ISA limit for savers under 65 will decrease to £12,000 from April 2027.

Why this matters: The rising number of savers facing significant tax bills on their interest income highlights the impact of current economic conditions and tax policies on personal finances.

What this means for you: If you are an employed individual, HMRC will typically collect tax owed through PAYE by adjusting your tax code. If you use self-assessment, you are responsible for reporting your savings and investment income on your tax return. Utilising an ISA can help protect up to £20,000 of savings interest or investment income from tax.

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