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Tax Planning15 min read

Salary Sacrifice: Complete Guide to Tax-Free Benefits

How salary sacrifice works, available schemes, and how much you could save on tax and National Insurance.

💡 What is Salary Sacrifice?

Salary sacrifice is a tax-efficient way to receive benefits by giving up part of your salary in exchange for non-cash benefits. This reduces both your income tax and National Insurance contributions.

Key Benefits:

  • • Save income tax (20%, 40%, or 45%)
  • • Save National Insurance (12% or 2%)
  • • Often save employer NI too (13.8%)
  • • Access to benefits you might not otherwise afford

How Salary Sacrifice Works

Before Salary Sacrifice

Gross Salary: £50,000
Income Tax: £7,486
National Insurance: £4,492
Take-home: £38,022

After £5,000 Pension Sacrifice

Gross Salary: £45,000
Income Tax: £6,486
National Insurance: £3,892
Take-home: £34,622
Pension: £5,000
Total benefit: £39,622

Net gain: £1,600 more in your pocket + £5,000 in pension = £6,600 total benefit

Available Salary Sacrifice Schemes

1. Pension Contributions

The most common and valuable salary sacrifice scheme. Your employer reduces your salary and pays the difference into your pension.

Tax Savings:

  • • Basic rate: 32% (20% tax + 12% NI)
  • • Higher rate: 42% (40% tax + 2% NI)
  • • Additional rate: 47% (45% tax + 2% NI)

Example:

£5,000 pension contribution costs only £2,900-£3,400 after tax savings, depending on your tax rate.

2. Cycle-to-Work Scheme

Save 32-42% on bikes and cycling equipment through salary sacrifice over 12-18 months.

What's Included:

  • • Bikes and e-bikes
  • • Helmets and safety gear
  • • Lights and accessories
  • • Maintenance packages

Example:

A £1,000 bike costs only £580-£680 after tax savings, spread over 12-18 months.

3. Electric Car Scheme

Access electric vehicles through salary sacrifice with very low Benefit-in-Kind tax rates.

Benefits:

  • • 2% BiK rate until 2025
  • • Insurance and maintenance included
  • • No upfront costs
  • • Environmental benefits

Example:

A £40,000 electric car might cost £300-£500/month including all running costs.

4. Childcare Vouchers

Save on childcare costs through salary sacrifice (though Tax-Free Childcare is often better).

Important Note:

Childcare vouchers are closed to new applicants. Tax-Free Childcare is usually the better option for new parents.

5. Technology & Equipment

Access laptops, phones, and other equipment through salary sacrifice schemes.

Available Items:

  • • Laptops and computers
  • • Mobile phones and tablets
  • • Software and subscriptions
  • • Office equipment

Benefits:

  • • Regular upgrades
  • • Insurance included
  • • Tax and NI savings
  • • No upfront costs

Important Considerations

⚠️ Potential Drawbacks

  • • Reduced salary affects mortgage applications
  • • May impact other benefits based on salary
  • • Some schemes have minimum contract periods
  • • Not all employers offer these schemes

💡 Tips for Maximizing Benefits

  • • Start with pension contributions (highest savings)
  • • Combine multiple schemes for maximum tax efficiency
  • • Consider your long-term financial goals
  • • Review schemes annually to ensure they still suit your needs

✅ How to Get Started

  1. 1. Check what schemes your employer offers
  2. 2. Calculate potential savings using our calculator
  3. 3. Speak to your HR department about joining
  4. 4. Consider the impact on your overall finances
  5. 5. Start with small amounts and increase gradually

Calculate Your Salary Sacrifice Savings

Use our free calculator to see exactly how much you could save

Start Calculating →