The 60% Tax Trap

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The 60% Trap — The Most Expensive Pound You'll Ever Earn

James just got promoted to £110,000. He thinks he's paying 40% tax. He's actually paying 62% on every pound between £100,000 and £125,140.

Why? For every £2 James earns over £100k, he loses £1 of his £12,570 Personal Allowance. That's a hidden 20% tax on top of the 40% rate. Add 2% NI and the marginal rate is 62%. He's keeping just 38p of every pound in that band.

His accountant tells him to put £10,000 into his pension via salary sacrifice. His adjusted net income drops to £100,000. He keeps his full Personal Allowance. The £10,000 pension contribution only "costs" him about £3,800 in take-home pay — because the tax saved is enormous.

62%effective marginal rate
Between £100k and £125,140
CapyPay Top Tips
  • Calculate your adjusted net income (gross minus pension contributions and Gift Aid). If it's between £100k–125k, this is your #1 priority
  • Use salary sacrifice (not personal contributions) to save the 2% NI on top
  • You can carry forward unused pension allowance from the last 3 years for a larger one-off contribution
  • Gift Aid donations also reduce adjusted net income — combine with pension for maximum effect
  • Even £1 over £100k starts the taper. Being at £100,001 costs you £0.50 of Personal Allowance

→ Action: Calculate your adjusted net income. Pension enough to get below £100k.

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