Applying for Marriage Tax Allowance

Applying for Marriage Tax Allowance

If you’re married or in a civil partnership, you may be entitled to a £1,188 tax break called the marriage tax allowance. Approximately 2.4 million qualifying couples miss out on this.

Marriage Allowance first came into effect on 6 April 2015. Some couples are only just becoming aware of the marriage allowance. The good news is that claims can be backdated for up to four years.

The marriage allowance allows an individual to transfer 10% of their personal allowance (£12,500 in 2020/21 so the amount transferred is £1,250) to their spouse or civil partner. 20% of this allowance is then given as a reduction in the recipient’s tax bill. This can result in anything up to a £250 tax saving for the couple.

If you match these requirements you can apply for Marriage Tax Allowance:

  • You’re married or in a civil partnership.
  • One of you needs to be a non-taxpayer, which usually means earning less than the £12,500 personal allowance between 6 April 2020 and 5 April 2021.
  • The other partner needs to be a basic 20% rate taxpayer. This means you’d normally need to earn less than £50,000 (previous tax year rates) or if you live in Scotland, £43,430 (previous tax year rates).
  • You both must have been born on or after 6 April 1935.

How much will I get?

The marriage tax allowance for the tax year 2020/21 is a maximum £250.

And in addition to this tax year’s allowance, you can also backdate your claim by up to four tax years

The amounts for each year are:

2016/17 – £220

2017/18 – £230

2018/19 – £238

2019/20 – £250

2020/21 – £250

If you claim back for all the previous four years, the total you will get is up to £1,188.

How can I claim for marriage allowance?

Claiming for marriage allowance is very simple. You can use our free and simple online calculator to find out how much you could be owed. Our application is all completed online and takes under 3 minutes!

Date posted: 18/06/2020


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