PF
Pennywise Finance Editorial
UK personal finance team. All figures verified against HMRC and GOV.UK guidance.
Fact-checked
Reviewed August 2026

Quick reference table — 2026/27

Tax bandTaxable incomePSATax on excess interest
Non-taxpayerUnder £12,570Effectively £6,000*0% up to that limit
Basic rate£12,571 – £50,270£1,00020%
Higher rate£50,271 – £125,140£50040%
Additional rateOver £125,140£045%

*£12,570 personal allowance + £5,000 starting rate for savings + £1,000 PSA, if all your income is from savings. See the starting-rate section below.

How the PSA actually works

The PSA is tax-free, not an additional allowance you claim. You just don't pay tax on interest up to that amount. HMRC gets the information directly from banks and adjusts your tax code (or asks you for a self-assessment return if you owe more).

Key rule: ISA interest never counts towards your PSA. ISA money is tax-free by a separate mechanism.

Basic-rate taxpayer — £1,000 PSA

Income £12,571 to £50,270

Example: You earn £35,000 salary and have £30,000 in an easy-access account paying 4.5%.

Higher-rate taxpayer — £500 PSA

Income £50,271 to £125,140

Example: You earn £75,000 salary and have £30,000 in the same 4.5% account.

Same balance, same rate — the higher-rate taxpayer pays £270 more just because of their PSA band.

Additional-rate taxpayer — £0 PSA

Income over £125,140

Example: You earn £150,000 salary and have £30,000 in the same 4.5% account.

Starting rate for savings (up to £5,000 extra tax-free)

If your non-savings income is below £17,570, you also get a starting-rate band of up to £5,000 of savings interest at 0%. It's designed for people whose income mostly comes from savings (retirees, career-break, etc.).

The starting rate is reduced by £1 for every £1 your non-savings income exceeds the personal allowance (£12,570). Once non-savings income hits £17,570, the starting rate is fully used up.

Example: You have a pension of £14,000 and £40,000 in savings paying 4.5% (£1,800 interest).

What if you're near a threshold?

Interest counts as income for the purposes of your income tax band. A basic-rate taxpayer whose salary is £48,000 and who earns £3,000 of savings interest will have total income of £51,000 — pushing £730 into the higher-rate band. Their PSA also drops from £1,000 to £500.

This is a common trap for people with meaningful cash savings sitting outside an ISA. Use the PSA calculator to model it against your own numbers.

How to avoid the tax

  1. Use your ISA allowance first — £20,000/year, interest never taxable, never counts towards PSA.
  2. If married, hold savings in the name of the lower-rate spouse.
  3. Consider Premium Bonds — prizes are tax-free and don't count towards PSA (but expected return is lower than a top easy-access account).
  4. For balances over £85,000, split across FSCS-protected institutions and consider a mix of ISA + non-ISA to preserve both allowances.

Related pages

General information, not personalised financial advice. UK tax figures for the 2026/27 tax year, verified against gov.uk. Tax rules can change and personal circumstances vary — consult HMRC or a qualified accountant for your own situation.