Over 2 million couples are losing up to £1,150 that could be theirs!

Millions of UK taxpayers lose out on their tax benefits each year without realising, we can go back 5 years and potentially recover thousands. 

Use our Marriage Allowance calculator for free to find out how much you could be owed.

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What is Marriage Allowance?

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 eligible. 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 government. 
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 to miss out on recovering tax that you overpaid.

The In’s and out’s

All claims are submitted to HMRC who will assess your earnings to determine your eligibility

Up to £1,150

If you are eligible for every year including this 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 and follow the correct process

Quick payouts

You could receive your cheque in as little as 4 weeks. We will be on top of your case and as tax agent we have a dedicated line with HMRC

Who's effected

Who is effected by these Tax Claims

Age doesn't matter when it comes to Marriage Allowance claims, just what you 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 if it looks like whether you're eligible or not.
Married Couples

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.

Am I eligible?

What about tax years

Calendar with ticks
If you’re eligible you can shift £252 of your tax allowance over to your partner this year. You will also receive a tax break for each year moving forward provided you remain eligible. You can also back date your claim for only 

  • 2020/21 – £250
  • 2019/20 – £250
  • 2018/19 – £238
  • 2017/18 - £230

This means that your refund could be up to £1220.00 plus the savings you would receive every year moving forward. Remember though, every year you delay your claim you will lose a year of your refund.

Does the tax year affect the claim?

Personal allowance for each year

Tax year bracket from 2017 to 2021 Tax year bracket from 2017 to 2021
Each year the amount you can earn before being subjected to income tax varies. This means that although your income may not have changed over the years, your eligibility could have.

This also means that the amount you may be refunded could differ each year even if your circumstances haven’t.

  • 2020/21 – £12,500.00
  • 2019/20 – £12.500.00
  • 2018/19 – £11,850.00
  • 2017/18 – £11,500.00

As the amount you can earn each year changes so does the amount you can transfer to your partner which is typically 20%.

Do I earn enough?

What counts as income

Your own personal income
Your own personal income
Your personal income is typically made up of earnings from an employment whether you are an employee on the PAYE scheme or you are self-employed, having to complete your self-assessment tax returns each year. Also included are a small selection of benefits and grants, Rental income on other properties from a Caravan to a Second home and income from a trust.
Private Pensions - Safe
Pension Schemes
Many pensions are classed as income and therefore have an impact on your taxable earnings. This can range from Private Pensions, State Pensions, Company Pensions and Retirement  Annuities. With so many factors to consider we appreciate that it can all be very confusing. To make it more simple you can use our “Free Calculator” at the bottom of this page to see if you are eligible.

How it works

See just how simple our 4 stage process is below

1. Complete our simple Marriage Allowance calculator

In just a few minutes we you can provide the simple information we require

2. Submit the claim

If eligible we will send you a pack for you to fill out your details electronically

3. We’ll liaise with HMRC

If we need to contact you we will and you can check the progress through your account

4. Receive your money once successful

You’ll be paid out directly and we can settle any fees owed

So now you know everything! Start your free check with our Marriage Allowance calculator!

Are you married?