Marriage Allowance
Over 4 millions couples are eligible to claim tax relief. You can check your eligibility and calculate how much you could be owed with regards to Marriage Allowance or Marriage Tax. Eligible couples, including retirees can claim up to £1,150 and date their refund back up to 5 years
What is it?
How does marriage allowance work?
Marriage Allowance is a tax relief which married couples and those in a civil partnership can apply for
In order to be eligible one partner has to be a non taxpayer and the other has to be basic rate taxpayer. A lot of pensioners believe they are excluded but they tend to be the most likely to be eligibile. Why? Because your pensions, private and state is still taxable - so as long as one of you pays tax on your pension and the other doesn't then you will be eligible. The Marriage Allowance has existed since 2015 when it was introduced by the Conservative goverment.
If you haven’t been claiming it since then we can recover a rebate for you back to 2016 (you can only claim backwards up to 4 years). This means in April each year a new year of relief becomes available but at the same time one is lost. It’s important that you claim as soon as you can so you don't miss out on recovering tax that you overpaid.
Who is affected
Who is affected by these Tax Claims
Age doesn't matter when it comes to Marriage Allowance claims, just what your earnings are from either work or your pensions, or in some cases both. You can check in less than 60 seconds with ourselves to see whether if it looks like you're eligible or not.
Married Couples
Say “I Do” to Marriage Allowance
Pensioners tend to be the most likely to be able to claim Marriage Allowance. However, if you’ve had just one year where you earn so little you didn’t pay tax but your partner did then you can claim that year. You don’t have to be eligible for all 4 years to receive a rebate, you can get what your due year by year.
The In’s and out’s
All claims are submitted to HMRC who will assess your earnings to determine your eligiblity
If tax can seem complicated to you then don’t worry, we can take the hassle away for you and all you need to do is provide us some quick, simple information which usually takes a matter of minutes (sometimes less if you’re quick)
Up to £1,150
If you are eligible for every year from 2016/17 up to and including the 2020/21 tax year then the total value of your claim could be up to £1,150
Avoid mistakes
The last thing you want is to end up owing more tax because you made the wrong change to your tax code. We’ll make sure we act on the information you give us
Quick payouts
You could receive your cheque in as little as 4 weeks. We will be on top of your case and as a tax agent we have a dedicated line with HMRC
How it works
See just how simple our 4 stage process is below
1. Complete our simple questionnaire
In just a few minutes you can provide the simple information we require
2. Submit your claim securely online
If eligible we will send you a pack for you to fill out your details electronically
3. We’ll liaise with HMRC for you
If we need to contact you we will and you can check the progress through your account
4. Receive your money once successful
We will process your cheque once we receive the cleared funds from HMRC
Don’t believe us?
Why you should use us
It's easy
We ask you a set of simple questions based on the claim you are submitting without you having to figure out what the potential issues are in the first place and how to effectively position your argument
Monitor your claim
Our claims portal means you can access and view the status of your claim at any time. Our customer service team are on hand to answer your questions via live chat, email, SMS and phone
We are experienced
With years of experience in the industry accompanied with external legal experts knowledge we have been able to establish effective arguments for our customers base on their circumstances
We are efficient
Due to the volume of complaints we deal with we have lines of communication setup to stay on top of your claims and get answers without you having to sit on hold
Apply in seconds
We have made a simple but effective process which means your precious time isn’t wasted on what we are good at. Allowing you to sit back while we fight your corner
You can trust us
As a regulated firm by the Financial Conduct Authority we are held to high standards, and rightly so. We remain clear and transparent throughout your claims process