Tax-year aware
The calculator includes separate 2024/25, 2025/26 and 2026/27 dividend rates so older broker statements do not get treated like current-year income.
UK dividend tax allowance calculator
Estimate dividend tax before you upload a statement.
A quick calculator for UK investors who want to understand how much dividend income may sit above the annual allowance. Use it standalone, or upload broker files to calculate dividend totals automatically.
Local-first analysis
- 01
Files are parsed in your browser.
- 02
No broker login is required.
- 03
Use exports for dividends, tax and allocation checks.
Dividend tax estimate
Enter dividends held outside wrappers such as ISAs and SIPPs. The estimate applies the selected tax year allowance and marginal dividend tax rate.
i
Before you rely on this
This is a simplified UK estimate for taxable dividend income.
It does not determine your income tax band, handle Personal Allowance tapering or decide whether you need Self Assessment. Not tax advice.
Dividend tax is not CGT
Use this calculator for dividend income you received from shares or funds. If you sold investments and want to estimate gains or losses, use the CGT calculator instead.
ISA and SIPP exclusions
Dividends from ISAs and SIPPs are shown separately because they are generally outside personal dividend tax calculations.
Browser-first workflow
Upload statements into DiviScout when you want the app to total dividends by payer and tax year without storing your files server side.
Not a tax filing tool
This is a planning estimate. Confirm your tax position with HMRC guidance or a qualified adviser before filing or making decisions.
Dividend tax calculator FAQ
What does this UK dividend tax calculator estimate?
It estimates how much dividend income may sit above the annual dividend allowance for the selected UK tax year using the relevant rates and account assumptions.
Does this calculator include ISA and SIPP dividends?
It shows ISA and SIPP dividends separately because those accounts are generally outside personal dividend tax calculations, while taxable accounts still need review.
Can DiviScout total the dividends for me from broker files?
Yes. DiviScout can parse supported broker exports locally in the browser and total dividends by payer, month, quarter, year and tax year before you use the tax calculator.
Is dividend tax the same as capital gains tax?
No. Dividend tax applies to income paid by shares or funds, while capital gains tax applies when you sell investments and create gains or losses.
Need the dividend totals first?
DiviScout can parse supported Trading 212, AJ Bell and Interactive Investor files locally in the browser, then group dividends by month, quarter, year and payer.
Get updates
Want broker comparisons and new tools?
Leave your email for updates on Trading 212 tools, broker comparisons and new portfolio features. No files are uploaded or attached.