Marriage Allowance refunds

9
Posted 29th Jun 2020
I posted this before - its still available, and 'free' cash if you are eligible to claim!

Marriage Allowance lets you transfer £1,250 of your Personal Allowance to your husband, wife or civil partner.

This can reduce their tax by up to £250 every tax year (6 April to 5 April the next year).

To benefit as a couple, you need to earn less than your partner and have an income of £12,500 or less. Your partner’s income must be between £12,501 and £50,000 (£43,430 in Scotland) for you to be eligible.

You can backdate your claim to include any tax year since 5 April 2016 that you were eligible for Marriage Allowance
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9 Comments
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deleted1451412
Good post. Everyone please do note as mentioned above.

To benefit as a couple, you need to earn less than your partner and have an income of £12,500 or less. Your partner’s income must be between £12,501 and £50,000 (£43,430 in Scotland) for you to be eligible.

I see it time and time again where someone has claimed and they receive two years coding notice benefit then end up having to pay it back as they’ve claimed incorrectly.
deleted145141229/06/2020 19:35

Good post. Everyone please do note as mentioned above.To benefit as a …Good post. Everyone please do note as mentioned above.To benefit as a couple, you need to earn less than your partner and have an income of £12,500 or less. Your partner’s income must be between £12,501 and £50,000 (£43,430 in Scotland) for you to be eligible.I see it time and time again where someone has claimed and they receive two years coding notice benefit then end up having to pay it back as they’ve claimed incorrectly.


Would it work with someone who's retired with a partner who earns between 12501 and 50000?
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deleted1451412
MIDURIX29/06/2020 20:23

Would it work with someone who's retired with a partner who earns between …Would it work with someone who's retired with a partner who earns between 12501 and 50000?

really helpful link
deleted145141229/06/2020 20:31

really helpful link


I've read "One of you needs to be a non-taxpayer" so I take it a retired person taking out a pension etc could give their tax free allowance to the other person.
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deleted1451412
MIDURIX29/06/2020 20:41

I've read "One of you needs to be a non-taxpayer" so I take it a retired …I've read "One of you needs to be a non-taxpayer" so I take it a retired person taking out a pension etc could give their tax free allowance to the other person.


Agreed.
If you ever have an queries the advisors webchat HMRC provide currently (wasn’t ideal before lockdown) is really helpful.
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deleted1451412
MIDURIX29/06/2020 20:41

I've read "One of you needs to be a non-taxpayer" so I take it a retired …I've read "One of you needs to be a non-taxpayer" so I take it a retired person taking out a pension etc could give their tax free allowance to the other person.


Assuming that their state pension and private pension and other taxable income is within thresholds.
MIDURIX29/06/2020 20:23

Would it work with someone who's retired with a partner who earns between …Would it work with someone who's retired with a partner who earns between 12501 and 50000?


Yes. My wife is retired and I’m still working and get the allowance. As long as the retired person remains under the tax threshold you can claim.
My wife does not earn anything and has not earned anything since she stopped working in June last year,
Can anyone tell me how i go about getting this ?
imavillan01/07/2020 13:26

My wife does not earn anything and has not earned anything since she …My wife does not earn anything and has not earned anything since she stopped working in June last year,Can anyone tell me how i go about getting this ?


Click on the link and read.
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