Skip to main content
60% Trap · Pension Escape · 2026/27

The 60% Tax Trap Escape Calculator

Between £100,000 and £125,140 of adjusted net income, every £2 earned costs £1 in tax — the infamous 60% trap caused by the tapering Personal Allowance. The fastest escape is pension salary sacrifice. This calculator shows exactly how much to contribute and what you save.

2026/27 figures. Personal Allowance £12,570. Higher-rate threshold £50,270. PA taper begins at £100,000 and fully removes PA by £125,140. NI: 8% up to £50,270, 2% above.

Your situation

Your escape position

Adjusted Net Income £0 Calculating...
Contribution needed to escape£0
Total tax + NI saved£0
Net cash cost of contribution£0
Effective relief rate0%

Recommendation

Adjust your inputs above and we'll show you the exact escape contribution.

What the 60% trap actually is

The Personal Allowance (£12,570 in 2026/27) tapers by £1 for every £2 earned above £100,000, fully eliminated at £125,140. So in the £25,140 band above £100k:

  • 40% income tax on the slice itself
  • 2% employee NI
  • Plus extra tax from losing PA — 40% × 0.5 = 20% extra effective tax
  • = 62% effective marginal rate (67% in Scotland)

So every extra £2 of pay earned in this band only puts ~£0.80 in your bank account. Pension contributions reverse the trap: every £1 of pension contribution restores £0.50 of PA and is also tax-relieved at marginal rate.

Why pension is the dominant defence

Other ways to reduce ANI exist (Gift Aid, EIS/VCT), but pension salary sacrifice combines three savings simultaneously:

  1. Income tax at marginal rate on the contribution itself
  2. NI saving (only via salary sacrifice route, 2% above NI UEL)
  3. PA restoration — extra income tax saved on the £0.50 of PA restored per £1 contributed

The combination produces an effective tax saving of 60-67% within the trap band — far better than the 40% saving on contributions made outside the trap. The same £10,000 contribution saves £4,000 of tax above £125,140 but £6,000+ within the trap zone.

Limitations of this calculator

  • Assumes the pension contribution is within your Annual Allowance (£60k, tapered above £260k adjusted income — see AA calculator).
  • Does not model HICBC (handled separately — see HICBC calculator).
  • Assumes employer doesn't reduce salary sacrifice benefit (most don't).
  • Scotland figures use the 2026/27 six-band model (42% higher, 45% advanced, 48% top).

Worked examples — see the math on real numbers

How the Personal Allowance taper above £100,000 creates an effective 60% marginal tax rate — and how to escape it.

Aaron — £108,000 salary, no pension contributions yet

Salary£108,000
Adjusted net income£108,000
Personal Allowance after taper£12,570 − £4,000 = £8,570
Allowance reduction£1 lost for every £2 over £100k

The math:

  1. On the £8,000 above £100,000: income tax 40% = £3,200
  2. Plus PA reduction tax cost: £4,000 lost allowance × 40% = £1,600
  3. Total tax cost on the £8,000 band: £4,800
  4. Effective marginal rate: 60%
  5. Plus 2% additional-rate NI: extra £160
  6. True marginal rate including NI: 62%

Result: Aaron pays 60-62% on every £1 between £100,000 and £125,140. Putting £8,000 into pension via salary sacrifice would restore his full Personal Allowance AND save £3,200 income tax. The pension contribution effectively costs him only £3,040 net for £8,000 in his retirement pot.

Beth — £125,000 salary, fully in taper zone

Salary£125,000
Personal Allowance after taper~£0 (fully lost)
Current marginal rate on next £160%

The math:

  1. Salary sacrifice scenario: contribute £25,000 to pension
  2. Adjusted net income: £125,000 − £25,000 = £100,000
  3. Personal Allowance fully restored: £12,570
  4. Income tax saved: (£25,000 × 40%) + (£12,570 × 40%) = £10,000 + £5,028 = £15,028
  5. NI saved (employer's + employee's): ~£1,000 if salary-sacrificed
  6. Net cost of £25,000 pension contribution: £25,000 − £15,028 − £1,000 ≈ £8,972

Result: Beth puts £25,000 in her pension at an effective net cost of about £9,000 — a 64% government top-up. The 60% trap, when escaped via pension, becomes the most generous tax break in the UK system. Sacrificing all the way to £99,999 maximises the effect.

Figures use 2026/27 UK tax-year rates and thresholds. Always verify against your specific payslip or tax statement before acting.

Editorial accountability
Open Trust Centre →

Every page is reviewed against the editorial standards, written from primary sources, sourced openly, and corrected publicly. No affiliate revenue. No sponsored content. No paid placements.

Editorial standards Editorial process Corrections policy How we make money Editorial team Methodology