TAX PLANNING

Director's Salary vs Dividends 2026/27: The Optimal Split

By Sardar Muhammad, AAT 10 min read

Business meeting discussing finances

💰 The Quick Answer for 2026/27

For most company directors, the optimal strategy is:

  • Salary: £12,570 per year (£1,047.50 per month)
  • Dividends: The rest, up to £50,270 total income (basic rate band)
  • This minimises tax while maintaining state pension entitlement

Why Does This Matter?

As a limited company director, you control how you extract money from your business. The two main options are:

  1. Salary – taxed as employment income with National Insurance
  2. Dividends – taxed at lower rates, but paid from post-tax profits

Getting the mix right can save you thousands of pounds in tax each year.

2026/27 Tax Rates & Thresholds

Income Tax Rates

Band Income Tax Rate
Personal Allowance£0 - £12,5700%
Basic Rate£12,571 - £50,27020%
Higher Rate£50,271 - £125,14040%
Additional RateOver £125,14045%

Dividend Tax Rates

Band Dividend Tax Rate
Dividend Allowance£500 tax-free
Basic Rate Band8.75%
Higher Rate Band33.75%
Additional Rate Band39.35%

National Insurance Rates

Type Rate Threshold
Employee NI (Class 1)8%On earnings £12,570 - £50,270
Employee NI (above UEL)2%On earnings over £50,270
Employer NI15%On earnings over £5,000

Key point: Dividends don't attract National Insurance, which is why they're more tax-efficient than salary for higher amounts.

Financial calculations and charts

The Optimal Strategy Explained

Option 1: Salary at £12,570 (Recommended for most)

Why £12,570?

  • Uses your full personal allowance (tax-free)
  • Above the Lower Earnings Limit (£6,396) – qualifies for state pension
  • Below the Primary Threshold (£12,570) – no employee NI
  • But above £5,000 so some employer NI applies (£1,136)
  • Salary is a company expense, reducing corporation tax

Option 2: Salary at £9,100 (Alternative approach)

Why £9,100?

  • Just above the Lower Earnings Limit for pension qualification
  • Below the Secondary Threshold – no employer NI
  • You don't fully use your personal allowance
  • May be better if you have other income using your allowance

Worked Example: £50,000 Company Profit

Let's compare two scenarios for a director with £50,000 available to extract:

✅ Optimal: £12,570 Salary + Dividends

Salary: £12,570

Employee NI: £0 (below threshold)

Employer NI: £1,136 (on amount over £5,000)

Income Tax on salary: £0 (covered by personal allowance)

Corporation tax saved: £2,591 (19% of £13,706 salary + employer NI)


Remaining profit for dividends: £36,294

Corporation tax on profit: £6,896

Dividends available: £29,398

Dividend tax: £2,529 (8.75% on £29,398 - £500 allowance)


Total tax paid: £10,561 | Net received: £39,439

❌ All Salary: £50,000

Income Tax: £7,486 (20% on £37,430)

Employee NI: £2,994 (8% on £37,430)

Employer NI: £6,750 (15% on £45,000)


Total tax paid: £17,230 | Net received: £39,520

You save £6,669 using salary + dividends!

Important Considerations

1. State Pension Entitlement

To qualify for a year of state pension, you need earnings above the Lower Earnings Limit (£6,396). Both the £12,570 and £9,100 salary options qualify.

2. Employment Allowance

If you're the only employee (director) of your company, you cannot claim the Employment Allowance (£5,000 off employer NI). This applies to single-director companies without other employees.

3. Dividend Restrictions

You can only pay dividends from retained profits. You cannot pay dividends if your company doesn't have enough profit. Check your balance sheet before declaring dividends.

4. Personal Circumstances

The optimal strategy depends on your situation:

  • Do you have other income (employment, rental, investments)?
  • Are you receiving child benefit? (High Income Charge kicks in at £60,000)
  • Do you want to maximise pension contributions?
  • Are you planning to apply for a mortgage? (Lenders prefer salary)

Frequently Asked Questions

What is the optimal director's salary for 2026/27?

For most directors, £12,570 per year is optimal. This uses your full personal allowance, qualifies for state pension, avoids employee NI, and is tax-deductible for the company.

Should I pay myself a salary or dividends?

A combination is usually best. Take a small salary to use your personal allowance and maintain state pension entitlement, then take the rest as dividends at the lower dividend tax rates.

What are the dividend tax rates for 2026/27?

Dividend tax rates are: 8.75% (basic rate), 33.75% (higher rate), and 39.35% (additional rate). The dividend allowance is £500 – you pay no tax on the first £500 of dividends.

Get Personalised Tax Advice

Every situation is different. I'll calculate the optimal salary and dividend mix for your specific circumstances.

SM

Sardar Muhammad, AAT Certified

Sardar is an AAT certified accountant and founder of LimeTree Accounting Solutions in Glasgow. He specialises in helping small company directors with tax-efficient remuneration strategies.