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Marriage tax allowance

Time is running out to claim the full Marriage Tax Allowance refund.

18/10/2019

Married couple

The Marriage Allowance was introduced on 6th April 2015. The allowance allows married couples, or couples in a legally binding civil partnership to transfer 10% of their personal allowance to their partner when they are not earning enough to use the full amount.  Estimates show that there are over 700,000 eligible couples who are yet to claim the allowance and time is running out to claim the full amount.

HMRC allows you to back date claims for up to 4 years, so if you are eligible to claim and are yet to do so, you will need to get your claims in before 5th April 2020 to be able to backdate it for the full 4 years. From 6th April 2020, you will loose the ability to claim for tax year 2015/2016.

Who is eligible to make a claim?

To be eligible to make a claim for the marriage tax allowance refund the lower earning partner needs to be either unemployed or earning 10% less than their personal allowance, and the higher earning partner needs to be earning less than the high rate tax threshold. To make it a little easier for you, please see  below to see which tax years you may be eligible for.

The lower earner

From the 6th April 2015 – 5th April 2016, were you unemployed or earning less than £10,600?

From the 6th April 2016 – 5th April 2017, were you unemployed or earning less than £11,000?

From the 6th April 2017 – 5th April 2018, were you unemployed or earning less than £11,500?

From the 6th April 2018 – 5th April 2019, were you unemployed or earning less than £11,850?

The higher earner

From the 6th April 2015 – 5th April 2016, was your income between £10,601 and £42,385?

From the 6th April 2016 – 5th April 2017, was your income between £11,001 and £43,000?

From the 6th April 2017 – 5th April 2018, was your income between £11,501 and £45,000?

From the 6th April 2018 – 5th April 2019, was your income between £11,851 and £46,350?

If both you and your partner answered yes to any of these questions then great news, you have a claim.

How do I go about making a claim?

Making a claim is really easy. All you need to do is complete the claim form on the Claim Back Tax website and we will post out your claim pack. When your claim pack arrives, complete the earnings breakdown section for both the lower and the higher earner, and then sign where indicated. Once completed, please send the forms back to us in the stamped addressed envelope provided. It really couldn’t be easier.

Start my claim