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How UK gilts are taxed
— in plain English.

A gilt's coupon is taxed as income, but the capital gain to maturity is free of CGT. That single fact decides which gilt is best for you. Here's the whole picture, with worked examples — then try it on the live table and calculator.

On this page:

Are gilts tax-free? How they're taxed Capital gains Index-linked Why low-coupon wins Risks How we calculate → Glossary →

The short answer

Are gilts
tax-free?

Partly — and the distinction is the whole point. A gilt's coupon is taxed as income at your marginal rate; the capital gain is free of Capital Gains Tax. So a gilt is not simply tax-free — but the part most investors are choosing it for, the capital gain, is.

When you look at a gilt's yield, you're looking at the gross redemption yield — also before tax. Income tax applies to coupon income at your rate — 20% for basic-rate payers, 40% for higher-rate. But gilts have an additional dimension that deposits don't: some of their return comes as capital gain rather than income, and that gap between gross and net can be managed by choosing the right gilt.


Income tax and CGT

How are gilts
taxed in the UK?

Two ways. Coupon income is taxed as income at 0%, 20%, 40% or 45% — your Personal Savings Allowance can shelter some of it — while the capital gain is exempt from Capital Gains Tax.

Most people with cash to invest compare savings accounts, fixed-term deposits, and bonds by their headline rate. But that headline is almost always a gross figure — before tax. Interest on bank deposits is fully taxable as savings income, at your income tax rate. So is the coupon income on gilts. A 4.25% deposit rate becomes 3.40% after tax for a 20% basic-rate taxpayer, and just 2.55% for a 40% higher-rate payer. That changes the picture significantly.


Capital gains

Do you pay capital
gains tax on gilts?

No. Gains on gilts are entirely exempt from CGT, at any amount and on any disposal — whether the gilt redeems at £100 or you sell it earlier in the market — with no limit and no allowance to use up. The one part that isn't a tax-free gain: interest accrued since the last coupon, which is taxed as income when you sell (the Accrued Income Scheme). Losses on gilts aren't allowable for CGT either.

Here's the key insight: a gilt trading at a low cash price delivers most of its return as capital gain rather than coupon income. Capital gains on gilts — and on qualifying corporate bonds — are exempt from CGT. But unlike corporate bonds, gilts carry no credit risk. You are lending to the UK government, which has never failed to pay. A corporate bond offering the same post-tax yield as a low-coupon gilt is asking you to take on credit risk — the risk the company defaults — for no additional after-tax return. That's a bad trade.


Index-linked gilts

How are index-linked
gilts taxed?

The inflation uplift to the principal is free of CGT; the coupon — which is itself scaled up by RPI — is taxed as income at your marginal rate. So a linker is taxed on the same principle as a conventional gilt: the income is taxable, the capital gain is not. Be clear what that gain is, though — it's the change in the gilt's price, of which the RPI uplift is only one part. A linker's price moves with real yields, so you can hold through rising RPI and still make a capital loss.

What an index-linked gilt quotes is a real yield — the return on top of RPI inflation, not a cash rate. For 32 of the 34 linkers in issue (the "3-month lag" gilts) that real yield is assumption-free: it falls out of the price and the known index ratios, with nothing guessed about future inflation. The two older "8-month lag" gilts — T30I and T2IL — are different: their real yield can only be stated by assuming a future inflation rate. The historic convention for these was 3%; YieldSmart uses 2% — not as a forecast (RPI runs above the 2% CPI target), but because 2% is the rate that reproduces Bloomberg's real-yield quotes for these two gilts to about one basis point — and it says so wherever their yields appear, because a real yield that hides an inflation assumption isn't comparable with one that doesn't.

Because only the coupon is taxed, a linker's net real yield is its real yield less income tax on the coupon — the inflation uplift passes through untaxed. Whether a linker beats a conventional gilt of the same maturity comes down to whether RPI runs above the break-even inflation rate over its life.


The worked example

Why are low-coupon gilts
more tax-efficient?

Because most of a low-coupon, below-par gilt's return arrives as tax-free capital gain rather than taxable coupon — so two gilts of the same maturity and similar gross yield can leave very different amounts in your pocket after tax.

This is what makes low-coupon, deep-discount gilts compelling from a tax perspective: they deliver a tax-efficient return structure without the credit risk of corporate bonds. The effect applies to any taxpayer, and it's especially pronounced for higher-rate payers where the income tax drag on high coupons is largest. That said, gilts are not without risk — interest rate risk and, critically, inflation risk are real considerations, especially for longer maturities. YieldSmart shows you the after-tax yield comparison clearly; the risk assessment is yours to make.

Investment Net yield (40% taxpayer) Gross yield Price / Rate Credit risk
2-year fixed deposit (bank) 2.55% 4.25% 4.25% AER Bank credit
TR27 — 4¼% Treasury 2027 (high coupon gilt) 2.79% 4.50% £99.70 UK govt
TG27 — 1¼% Treasury 2027 (low coupon gilt)✦ best 3.83% 4.34% £97.44 UK govt

Illustrative, for a 40% taxpayer, using short (1–1½ year) gilts at indicative closing prices (figures move with the market). The bank deposit pays 4.25% gross but only 2.55% net — every penny of interest is taxable savings income. The two gilts have similar gross yields, yet the low-coupon TG27 keeps roughly 3.8% after tax against about 2.8% for the high-coupon TR27 — because more of TG27's return comes as tax-free capital gain (its sub-£100 price pulling up to £100 at redemption) rather than taxable coupon. All gilt returns are direct obligations of HM Treasury — no bank or corporate credit risk. See the live gilt table for current figures at your own tax rate.


Gilts vs savings

Gilts vs a savings account:
which keeps more after tax?

Usually the gilt keeps more. Deposit interest is taxable in full; much of a gilt's return is CGT-free capital gain, and it's backed by the government, not a bank.

Bank deposits feel safe and simple. You put money in, the bank pays you interest, and you know exactly what you'll get. But that interest is fully taxable at your income tax rate — there is no capital gain element, no tax-free component, no exemption. Every pound of interest goes through your tax return.

A basic-rate (20%) taxpayer earning 4.25% on a 2-year fixed-term deposit keeps just 3.40% after tax. A higher-rate (40%) payer keeps only 2.55% — because every penny of deposit interest is taxable savings income. Meanwhile a low-coupon UK gilt — backed by the government, not a bank — can deliver substantially more after tax to both, because most of its return arrives as capital gain rather than taxable income.

There's also a risk dimension worth stating plainly: bank deposits carry bank credit risk. The FSCS protects up to £120,000 per institution (increased from £85,000 in December 2025), but beyond that you are an unsecured creditor of the bank. UK gilts carry no such risk — they are direct obligations of HM Treasury, and the UK government has never defaulted.

None of this means deposits are bad — for short time horizons, instant-access needs, or amounts within FSCS limits they remain sensible. But for money you can lock away for a year or more, the after-tax comparison with gilts is often striking, and most investors have never seen it done properly. That's what YieldSmart is for.


Risks to weigh

Are gilts safe?
The risks to weigh.

Very low credit risk — the UK has never defaulted — but not risk-free. Three risks apply to any gilt (inflation, interest-rate moves, and liquidity), plus one specific to index-linked gilts.

UK gilts are among the safest investments available — the UK government has never defaulted, and there is no credit risk in the conventional sense. But safe is not the same as risk-free. There are real risks every gilt investor should understand.

📉
Inflation risk — the main risk of any fixed return
Inflation is the most important risk for any savings product — deposits, gilts, or bonds. It applies to all of them. A 4.25% deposit rate or a 5% gilt yield both look attractive today, but if inflation runs at 4% your real return is thin, and if it runs at 5% your purchasing power is standing still. You cannot know what £100 will buy in five or ten years, let alone thirty. This risk is more acute for bank deposits than gilts in one respect: deposit rates reset — sometimes to very low levels — whereas a gilt's yield is locked in at purchase. But the fundamental uncertainty about purchasing power is shared by all fixed-income investments. The further out the maturity, the greater that uncertainty. This is yours to weigh; YieldSmart shows nominal yields only.
📈
Interest rate risk
If you need to sell before maturity, the gilt's market price will have moved. When rates rise, gilt prices fall — and the longer the maturity, the larger the move. A 30-year gilt can lose 20–30% of its market value in a rising rate environment. If you hold to maturity this doesn't matter — you receive face value. But if circumstances force an early sale, you may crystallise a loss. Modified duration — shown in our gilt table — tells you precisely how sensitive each gilt is.
💧
Liquidity risk
The UK gilt market is one of the most liquid in the world at an institutional level. For retail investors buying through brokers, the practical cost is the bid-offer spread. On short-dated gilts this is typically small. On very long-dated or less actively traded gilts it can be wider. Always check the spread before trading, and factor it into your total cost.
🪙
No deflation floor — index-linked gilts only
UK index-linked gilts, unlike US TIPS, have no deflation floor: if prices fall over the gilt's life, both the coupon and the redemption value can scale down below par — your £100 back isn't guaranteed in nominal terms. It doesn't affect conventional gilts, and it matters more the longer the maturity.
The further out you go

Inflation is the risk
that compounds quietly.

Inflation erodes purchasing power silently. A bank deposit at 4.25% feels safe — but if inflation is 3.5%, your real return is just 0.75%. And when the deposit term ends and rates have fallen, you may roll into something paying far less. At least a gilt locks in a known nominal return for a defined period. That certainty has value, even if the real return is uncertain.

A 2-year gilt is a reasonably predictable investment — you have a decent sense of what inflation will do over two years, and the interest rate risk is modest. A 30-year gilt is a very different proposition. You are locking in a nominal return over a period in which energy prices, technology, geopolitics, and monetary policy could all shift dramatically. The nominal yield might be 5.5% — but if inflation averages 4% over that period, your real return is just 1.5% per year.

Going heavily into a single long-dated gilt on the basis of today's yield carries real inflation risk that deserves honest thought. A laddered approach — spreading maturities across 2, 5, 10 and 20 years — manages this better than concentrating in one maturity. YieldSmart shows nominal after-tax yields. It cannot show real yields — because nobody knows what inflation will be. That uncertainty is part of the decision, and it is yours to make.


Coming into its own

The Bond Ladder — predictable income,
tax-optimised.

A bond ladder is a portfolio of gilts with staggered maturity dates. Each one matures in turn — returning your capital — which you can spend or reinvest into a new gilt at the long end of the ladder. It's one of the most effective strategies for generating predictable, low-risk income in retirement or in the years building up to it. And because every rung is a UK government bond, there is no credit risk anywhere in the portfolio.

Our Bond Ladder Builder lets you construct a ladder from real UK gilts, with your tax rate applied throughout. It ranks gilts by net yield rather than gross yield — so it naturally steers you towards the low-coupon, deep-discount gilts that deliver the most tax-efficient return structure. You see the annual after-tax income for each rung, the capital gain returned at each maturity, and a blended net yield for the whole portfolio. All backed by the UK government with no credit risk. The staggered structure also helps manage inflation risk — you're not committing everything to one point in time.

Portfolio context

Gilts and equities:
better together.

Gilts are not just an alternative to cash savings. They can play a distinct and valuable role alongside equities in a broader investment portfolio — and understanding that role can help you think more clearly about how much to hold and why.

⚖️ Low correlation to equities
Gilts and equities tend to move differently — sometimes in opposite directions. When equity markets fall sharply, gilts often hold their value or rise as investors seek safety. This low correlation means adding gilts to an equity portfolio can reduce overall volatility without necessarily sacrificing long-run returns. It's one of the core principles behind balanced portfolio construction.
🔒 Known cash flows
Unlike equities — where dividends can be cut and share prices can fall by 50% — gilts pay known coupons on known dates and return face value at a known maturity. That predictability is genuinely valuable, especially as you approach retirement or have a specific future expenditure in mind. You can plan around gilt cash flows in a way you simply cannot with equities.
🛡️ Capital preservation
If you hold a gilt to maturity, you get your face value back — guaranteed by the UK government. Equities carry no such guarantee. For money you cannot afford to lose — a house deposit, a school fees fund, retirement income — gilts offer a level of capital certainty that equities do not. That certainty comes at the cost of lower expected long-run returns, but for the right portion of a portfolio, that trade-off makes sense.
📅 Sequencing risk management
One of the biggest risks for investors approaching retirement is sequence of returns risk — a sharp equity fall just as you start drawing down your portfolio can be devastating. Holding a ladder of gilts maturing over your early retirement years means you can fund spending from gilt maturities rather than being forced to sell equities at depressed prices. This is one of the most practical uses of a gilt bond ladder.

The practical point: gilts are not a replacement for equities — over the long run, equities have delivered higher real returns. But holding 100% equities means accepting high volatility and no certainty about what your portfolio is worth at any given moment. A portfolio that combines equities for long-run growth with gilts for stability, income, and capital certainty is a more resilient one. How much to hold in each depends on your time horizon, risk tolerance, and income needs — that is a personal decision. What YieldSmart helps you do is make the gilt portion of that decision as tax-efficiently as possible.

See these figures at your own tax rate on the live gilt table and calculator, or build a gilt ladder — no account, nothing to install.

Information only — not financial advice. Gilt prices are indicative from last available close and may be delayed. Verify before transacting. UK tax treatment depends on your circumstances and may change.