We can claim back the last 4 tax years on any applicable tax refund or allowance claim. After that, the opportunity is gone forever unless in very special and exceptional circumstances.
At Rebated we handle multiple tax refunds and allowances people are able to claim including the Marriage Allowance.
Many people have no idea they are eligbible for money back off HMRC until we tell them. Simply use the Rebated Refund Checker above to see how much money you could be entitled to.
If you are a newlywed or been married for 20 years or more, it doesn’t really matter. If this is your first year of marriage you can claim this years allowance worth just over £250 back and the allowance will be automatically applied moving forwards. The most we can claim back is 4 years worth so if you’ve been married over 4 years then the maximum we can get back is worth £1220 right now and the yearly allowance will automatically be applied moving forwards too.
Marriage tax allowance for the 2021/22 tax year is worth up to £252. If you’re eligible, you’ll also get the tax break each year going forward up to a lifetime value of £10,000
In addition to the current year’s allowance, if you have been married long enough, we’ll backdate your claim by up to four tax years too (currently 2017/18, 2018/19, 2019/20 and 2020/21). The amounts for each year are worth up to:
2021/22 – £252,
2020/21 – £250,
2019/20 – £250,
2018/19 – £238,
2017/18 – £230.
This means that if you claim for this tax year and backdate the maximum four years, your refund will be worth up to £1,220.
You can benefit from Marriage Allowance if all the following apply:
- You’re married or in a civil partnership
- One of you does not pay Income Tax or your income is below your Personal Allowance (usually £12,570)
- One of you pays Income Tax at the basic rate, which usually means their income is between £12,571 and £50,270 before they receive Marriage Allowance
You cannot claim Marriage Allowance if you BOTH pay tax at the basic rate eg earning over £12,571, or, any one of you pays tax at the higher rate eg earns over £50,270
You cannot claim Marriage Allowance if you’re living together but you’re not married or in a civil partnership.
If you’re in Scotland, one of you must pay the starter, basic or intermediate rate, which usually means their income is between £12,571 and £43,662.
It will not affect your application for Marriage Allowance if you or your partner:
- Are currently receiving a pension
- Live abroad – as long as you get a Personal Allowance.
If you or your partner were born before 6 April 1935, you might benefit more as a couple by applying for Married Couple’s Allowance instead.
You cannot get Marriage Allowance and Married Couple’s Allowance at the same time.
Marriage Allowance lets you transfer £1,260 of your Personal Allowance to your husband, wife or civil partner.
This reduces their tax by up to £252 in the tax year (6 April to 5 April the next year).
The maximum lifetime value of this allowance is £10,000 so it’s something well worth claiming if you qualify.