Estimate withdrawal treatment for free, partnership, matching and dividend shares across the three and five year holding bands. Figures use 2026/27 rules.
Withdrawal tax is shown only for employment income; dividend share tax is outside this estimate. Employer National Insurance transfers are excluded.
For a Share Incentive Plan, an in-plan sale has no Capital Gains Tax. If shares leave the plan, their market value at exit becomes the later CGT basis.
Holding value is £10,000.00; the withdrawal value is £10,000.00 under the selected holding band.
Enter a later sale value. The annual exempt amount is £3,000 and this estimate excludes same-day, 30-day, pooling and other holdings.
Rates are fixed to 2026/27. Income Tax uses the shared income-tax calculation, with incremental pay for the award. NI uses the stated monthly or weekly thresholds. Employer National Insurance, same-day and 30-day rules, share pooling and other holdings are outside this estimate.