Call 020 7794 5757 - Email info@numerallp.com

Dividend Allowance

An outline of the changes to the rules regarding dividends.

Numera can help taxpayers in the London area with queries you have regarding dividends – here is an overview of the Dividend Allowance scheme...

From 2023/24 a person does not have to pay tax on the first £1,000 of dividend income, regardless of the level of non-dividend income. This Dividend Allowance has reduced from £2,000 in 2022/23 and will decrease further to £500 in April 2024.

For 2023/24 tax is charged on dividends received over £1,000 at the following rates:

  • 8.75% on dividend income within the basic rate band
  • 33.75% on dividend income within the higher rate band
  • 39.35% on dividend income within the additional rate band.

The Dividend Allowance does not reduce total income for tax purposes, and dividends within the allowance still count towards the appropriate basic or higher rate bands. They may therefore affect the rate of tax payable on dividends received in excess of the £1,000 allowance.

Example 1

This example, based on 2023/24 tax rates and allowances, shows the taxable amounts.

  Non-Dividend Income
£
Dividend Income
£
  18,000 22,000

Personal Allowance

12,570
Taxable at basic rate (20%) 5,430 -
Taxable at 0% (dividend allowance) 1,000
Taxable at 8.75% 21,000

Example 2

This example shows a higher rate taxpayer. The Dividend Allowance uses up some of the basic rate band and so less is available to be taxed at 8.75% rather than 33.75%.

  Non-Dividend Income
£
Dividend Income
£
  35,000 19,000
Personal Allowance 12,570 -
Taxable at basic rate 22,430 -
Taxable at 0% (dividend allowance) - 1,000
Taxable at 7.5% (up to remaining basic rate band) - 14,270
Taxable at higher rate (32.5%) - 3,730

Numera can advise businesses in the London area on a range of tax issues relating to dividends. Please contact us for more information.

Newsletter sign-up

Why not register to receive our Monthly Newswire?

Once a month we'll send you an email packed full of essential business news and handy tax tips to help save you money.

Sign-up today

Try a site search Tax return, dividends, pension, autumn statement...

Company details

020 7794 5757

Numera, 4th Floor Charles House, 108-110 Finchley Road, London NW3 5JJ

Numera is a trading name of Numera Partners LLP | Company Registration No. OC365787 | Place of Registration: England & Wales | Registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.

About us

Numera is a newly established forward-thinking firm of chartered accountants, with over 25 years in experience of audit, accountancy, taxation and business advisory services.

We work with clients in a large variety of industries and sectors; from sole traders to multi-million pound turnover organisations. We aim to create and maintain a close relationship with our clients. By being so involved, we are able to identify opportunities for our clients as well as possible risks that our clients may be faced with.

© 2024 Numera. All rights reserved. We use cookies on this website, you can find more information about cookies here.