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✦ Free UK planner · April 2027 rules · to go

Cash ISA Limit 2027 Planner UK

From 6 April 2027 the cash ISA limit falls to £12,000 a year for under-65s (65+ keep £20,000; the overall £20,000 ISA allowance is unchanged). At the same time, tax on savings interest outside an ISA rises two points. This planner shows your new cap, how much of your saving stops fitting, and exactly what that overflow costs in tax if you do nothing — plus the route that keeps it tax-free.

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Your cash ISA situation
All inputs in £ unless marked. Updates as you type.
£
%
£
Your cash ISA cap from April 2027
£12,000
Under 65 · overall £20k allowance unchanged
Yearly overflow — no longer fits in cash
£4,000
Needs a new home from 2027/28
First-year tax if left outside
£0
At 2027 savings rates, after your PSA
Total tax over the projection
£0
Overflow compounding in taxable savings
⚠️ £4,000 a year stops fitting.
ⓘ Uses the announced April 2027 rules: cash ISA subscriptions capped at £12,000 for under-65s (£20,000 at 65+), overall ISA allowance unchanged at £20,000, and savings income tax at 22% / 42% / 47% by band from 6 April 2027 (2pts above today), net of the Personal Savings Allowance (£1,000 / £500 / £0). Assumes your other income already covers the personal allowance and starting rate for savings. A planning aid, not personal tax advice.
✦ The full picture

What's changing with the cash ISA in April 2027?

Since 2017 the ISA allowance has been a simple, generous £20,000 a year, and you could put every pound of it into cash. From 6 April 2027 that changes for anyone under 65: new cash ISA subscriptions are capped at £12,000 a year. Savers aged 65 or over keep the full £20,000 cash allowance — the government's concession to retirees who hold cash for income rather than inertia.

Two things did not change, and they matter just as much. The overall £20,000 allowance survives intact — the other £8,000 can still be sheltered, it just can't be in a cash ISA. And existing balances are untouched: money already inside cash ISAs stays wrapped, keeps compounding tax-free, and can still be transferred between providers.

The double hit: the cap lands as savings tax rises

The same Budget raised tax on savings interest by two percentage points from April 2027 — to 22% basic, 42% higher and 47% additional rate. So the cash squeezed out of the wrapper lands in a taxable account at exactly the moment the tax on it goes up. A higher-rate taxpayer's overflow doesn't just lose its wrapper; the unwrapped interest is taxed at 42% instead of today's 40%. The nudge toward investing is really a shove.

Your defence, in order

First, use 2026/27 in full. The current tax year — ending 5 April 2027 — is the last one where under-65s can put the whole £20,000 into cash ISAs. If you're holding cash outside a wrapper, this year's allowance shelters up to £8,000 more than next year's rules will let you.

Second, keep the overflow wrapped. The £8,000 that no longer fits in cash can still go into a stocks & shares ISA — and an S&S ISA is a wrapper, not a command to buy shares. Most platforms let cash sit in a money market fund earning near-Bank-rate interest, entirely tax-free. If you're ready to invest it properly, our compound interest calculator shows what the long game looks like.

Third, mind your PSA. If overflow does end up in ordinary savings, the Personal Savings Allowance (£1,000 basic / £500 higher / £0 additional) absorbs the first slice of interest — but it's frozen, unchanged since 2016, and interest on cash you already hold outside ISAs uses it up first. The calculator above nets all of this off for your numbers.

A worked example

Take a 45-year-old higher-rate taxpayer saving £16,000 a year into cash ISAs at 4.25%. From April 2027 only £12,000 fits — £4,000 a year overflows. Left in ordinary savings, year one's £4,000 earns £170 of interest, inside the £500 PSA — tax £0. But the pile grows: by year five there's £20,000+ outside earning £900+, and the PSA is exhausted; by year ten the running total handed to HMRC is in the four figures — all avoidable by routing the same £4,000 into a stocks & shares ISA within the same overall £20,000 allowance. The full playbook — including where the overflow should live and why 2026/27 is the year that matters — is in what to do before April 2027.

Methodology

The planner applies your age to set the 2027 cap (£12,000 under 65, £20,000 at 65+), takes your stated yearly cash-ISA saving (capped at the £20,000 overall allowance), and computes the annual overflow. The do-nothing projection adds each year's overflow to a taxable savings pot (seeded with any non-ISA savings you already hold), credits interest at your rate, deducts your Personal Savings Allowance, taxes the remainder at the post-April-2027 savings rate for your band, and compounds the pot net of tax. It assumes flat rates and thresholds over the projection, that your other income uses the personal allowance and starting rate for savings, and that the PSA is applied to this pot's interest in full.

✦ Questions

Cash ISA changes 2027 — FAQ

What is the cash ISA limit from April 2027?
From 6 April 2027, cash ISA subscriptions are capped at £12,000 a year for under-65s. Savers aged 65 or over keep the full £20,000. The overall ISA allowance is unchanged at £20,000 — the rest can go into non-cash ISAs. Announced in the Autumn 2025 Budget.
Can I still put £20,000 a year into ISAs after April 2027?
Yes — only the split changes. Under-65s can put at most £12,000 into cash; the remaining £8,000 must go into non-cash ISAs (e.g. stocks & shares) to stay wrapped. An S&S ISA doesn't force you into shares on day one — money market funds inside the wrapper earn cash-like interest, tax-free.
Does the change affect money already in my cash ISA?
No. The cap applies to new subscriptions from 6 April 2027. Existing balances stay tax-free, keep earning tax-free interest, and can still be transferred between providers under the normal ISA transfer rules.
Why is the government cutting the cash ISA allowance?
The stated aim is nudging long-term savings toward investment. The nudge has teeth because savings tax rises two points at the same moment — 22% / 42% / 47% from April 2027 — so unwrapped cash is taxed harder just as less of it fits in the wrapper.
What should I do before April 2027?
Use the 2026/27 allowance in full — it's the last £20,000 cash ISA year for under-65s (deadline 5 April 2027). Then decide where future overflow goes: stocks & shares ISA (still wrapped), taxable savings (PSA then tax), or premium bonds. If you're moving unwrapped investments too, see our Bed-and-ISA calculator.
How much tax will I pay on interest outside an ISA from 2027?
Interest above your PSA (£1,000 basic / £500 higher / £0 additional) is taxed at the new savings rates: 22% / 42% / 47%. Example: £20,000 outside ISAs at 4.25% is £850 of interest; a higher-rate taxpayer pays 42% on £350 of it after the PSA — £147 a year, rising as the pot grows. The planner above compounds this over your chosen horizon.