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Reference · UK 2026/27

What is the Lump Sum Allowance?

The Lifetime Allowance was abolished in April 2024. In its place, the UK now has the Lump Sum Allowance — a £268,275 cap on the tax-free cash you can take from pensions. The rules are subtly different, and most savers haven't caught up.

4-minute read

The Lump Sum Allowance (LSA) is the UK's 2024-onward limit on the total tax-free cash you can take from pension schemes during your lifetime. It is set at £268,275 for most savers — the same as 25% of the old £1,073,100 Lifetime Allowance, but now expressed as a hard cash cap rather than a percentage of the pot. The LSA replaced the abolished Lifetime Allowance from 6 April 2024.

What changed in April 2024

Until April 2024, UK pensions had a Lifetime Allowance (LTA) of £1,073,100. Pots above that faced an excess tax charge of 55% on lump sums or 25% on income. The LTA was abolished in two phases: the charge was zeroed in April 2023, and the rules were formally replaced in April 2024 with three new allowances:

For most savers planning retirement, the LSA is the one that bites. It caps tax-free pension cash at £268,275 — slightly more than the average UK pension pot but well within reach for higher earners and senior public-sector workers.

How the LSA works in practice

When you crystallise pension benefits (start drawing income or take a lump sum), 25% of the crystallised amount is typically tax-free — up to the LSA cap. Above the LSA, lump sums are taxed at your marginal income tax rate (20%/40%/45%).

Total pension potTax-free cash available
£200,000£50,000 (25%, well under LSA)
£500,000£125,000 (25%, under LSA)
£1,000,000£250,000 (25%, under LSA)
£1,073,100£268,275 (25% — exactly at LSA)
£1,500,000£268,275 (LSA capped — the additional £106,725 of "tax-free" is taxed at marginal rate)

So once your pension exceeds £1,073,100, additional contributions don't increase the tax-free cash you can take. They do still benefit from tax relief on the way in and tax-free growth — just no extra tax-free withdrawal.

Protected LSAs — higher caps for some savers

If you registered for "protection" under the old LTA regime, your LSA is higher than £268,275:

If you have any of these, the higher LSA is preserved subject to the conditions originally attached. Most often this means you can't make new contributions to the protected scheme.

Common LSA mistakes

Mistake 1Assuming you can still take 25% tax-free no matter how big the pension. Above £1,073,100 of total pot, the additional 25% is not tax-free under the LSA cap.
Mistake 2Forgetting that the LSA is lifetime, not per-pension. Tax-free cash taken from a previous job's pension counts against the same £268,275 cap.
Mistake 3Not checking protection status. If you held LTA protection on 5 April 2024, your LSA is higher than £268,275. The HMRC online checker confirms the figure.

Plan tax-free lump sums for your pension

The tax-free lump sum calculator works out the optimal phasing of your 25% withdrawals, including under the LSA cap.

Open the tax-free lump sum calculator →

Sources and methodology

LSA, LSDBA and OTA introduced by Finance Act 2024. Rules at HMRC Pensions Tax Manual. Protection registration via gov.uk/protect-your-lifetime-allowance.

UK Tax Drag is not authorised by the Financial Conduct Authority and does not provide regulated financial advice — see the content disclaimer for the full position. The methodology page documents how every calculator is built and reviewed.

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