Are you missing out on a £662 tax rebate?

Tax Payers claiming for the new marriage allowance

Apparently, over 4 million tax payers are eligible to claim the new marriage allowance, but only 2 million have actually done so. This adds up to £1.3bn in unclaimed tax refunds.

The marriage allowance has been available since 6 April 2015 and is worth £212 in tax for 2015-16, £220 for 2016-17 and £230 for 2017-18; a cumulative tax rebate of £662. The allowance is only available to the following couples:

  • You must be married or in a formal civil partnership, co-habiting does not qualify.
  • One spouse/partner needs to be a non-tax payer. Their taxable income must be below the personal tax free allowance. (£10,600 for 2015-16, £11,000 for 2016-17, and £11,500 for 2017-18).
  • The other spouse/partner needs to be a basic rate (20%) taxpayer. Higher rate taxpayers cannot benefit from the Marriage Allowance.

The spouse or civil partner with the unused personal allowance needs to make the claim and once made, the relief should automatically be given in subsequent years. You will need to advise HMRC if your circumstances change.

The allowance is easy to claim, just visit the website at

And don’t forget, it is the spouse or civil partner who pays no tax (with an unused, or partially unused, personal allowance) who needs to make the claim.

In order to file the application you will need to have you and your partner’s National Insurance numbers.

You will also need a way to prove your identity. To do that, you will need to provide one of the following:

  • the last 4 digits of the account that your child benefit, tax credits or pension is paid into
  • the last 4 digits of an account that pays you interest
  • details from your P60
  • details from any of your 3 most recent payslips
  • your passport number and expiry date

Once submitted, you’ll get an email from HMRC confirming your application.

If you require any help and assistance with the claim please do not hesitate to get in touch.

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