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A change to the tax relief for pension contribution was proposed in last year's budget, if the Bill is passed, what difference will it make to you?
At the Autumn Budget 2025 it was announced that the relief for pension contributions via salary sacrifice was going to be limited from April 2029. The relevant bill has passed the House of Commons and is with the House of Lords at the time of writing.
It is proposed that if you contribute to your pension via salary sacrifice, whereby your gross pay is reduced in return for a contribution to your pension, you (and your employer) will be charged national insurance on the amount sacrificed above a limit.
The suggested limit is currently £2,000.
At current tax rates this would mean:
For a £10,000 salary sacrifice made by a higher rate taxpayer
| UNDER THE OLD RULES: | UNDER THE NEW RULES: |
| Taxable pay is reduced by £10,000. | Taxable pay is reduced by £10,000. |
| Income tax is saved at 40% – £4,000. | Income tax continues to be saved at 40% – £4,000. |
| Employee’s national insurance is only calculated on the reduced taxable pay | Employee’s national insurance is now calculated on an additional £8,000 for a cost of £160 |
| Employer’s national insurance is only calculated on the reduced taxable pay | Employer’s national insurance is now calculated on an additional £8,000 for a cost of £1,200 |
Overall new cost: £160 for the taxpayer and £1,200 for their employer.
Notes:
For a £10,000 salary sacrifice made by a basic rate taxpayer
| UNDER THE OLD RULES: | UNDER THE NEW RULES: |
| Taxable pay is reduced by £10,000. | Taxable pay is reduced by £10,000. |
| Income tax is saved at 20% – £2,000. | Income tax continues to be saved at 20% – £2,000. |
| Employee’s national insurance is only calculated on the reduced taxable pay | Employee’s national insurance is now calculated on an additional £8,000 for a cost of £640 |
| Employer’s national insurance is only calculated on the reduced taxable pay | Employer’s national insurance is now calculated on an additional £8,000 for a cost of £1,200 |
Overall new cost: £640 for the taxpayer and £1,200 for their employer.
The impact of the new rules will mainly be felt among employers.
Notes:
Key takeaways:
Assuming the Bill is passed by the House of Lords
There is still time to make contributions under the current rules before the new scheme comes into effect.
THE AUTHOR
Senior Manager, Mixed Tax
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