Plain Tax

Salary vs dividends in 2026/27: what a director should take

The dividend rate rise in April 2026 (10.75% basic, 35.75% higher) narrowed the gap, but a small salary plus dividends is still the cheapest way to pay yourself from a limited company. Here is the logic, with numbers.

The three moving parts

Why £12,570 is the usual answer

At £12,570 the salary uses the whole personal allowance (so no income tax), sits exactly at the employee NI primary threshold (so no employee NI), and stays above the £6,500 lower earnings limit that earns a qualifying year for the State Pension. The company pays £1,135.50 employer NI on the £7,570 above the £5,000 secondary threshold — but the salary and that NI are both deductible, so the net cost is modest. Single-director companies cannot claim the Employment Allowance, which is why the threshold matters.

When £5,000 beats £12,570

If profits are small (under about £20,000) the corporation tax saved on the extra £7,570 of salary is less than the employer NI it triggers, so a £5,000 salary — the point where employer NI starts — can leave slightly more in your pocket. It still counts as a qualifying year for the State Pension. The difference is usually under £100.

Worked example: £80,000 profit

SalaryCorporation taxDividendsPersonal tax + NITake-home
£0£17,450£62,550£8,389£54,161
£5,000£16,125£58,875£8,863£55,012
£12,570£13,818£52,476£9,282£55,765
£30,000£8,788£37,463£13,152£54,311
£50,270£4,359£18,581£17,020£51,831

Every pound of salary above £12,570 costs more than it saves. Try your own profit in the dividend tax calculator, or get the full twelve-salary table in our optimiser spreadsheet.

Don't forget

Umbrella vs limited company: which is better for you in 2026/27? (free guide)

Rates and thresholds for 2026/27, checked against GOV.UK on 20 September 2026. England, Wales and Northern Ireland. Not tax advice.