Marriage Allowance Claims - FAQs

  1. What are your fees?
  2. Are my partner and I entitled to claim Marriage Allowance?
  3. If I get a tax rebate, will my partner have to pay more tax?
  4. How much can I claim back using Marriage Allowance?
  5. Does it matter when we got married?
  6. Will this be paid to us automatically, if we do not apply?
  7. How far back can we claim?
  8. How long does it take to apply using Marriage Allowance Tax Rebate?
  9. How will I know if our claim has been successful? Is the form complicated?
  10. Do Civil Partnerships qualify?
  11. What is the earnings limit for applying?
  12. Are the rules the same for couples in Scotland?
1. What are your fees?

Fees are outlined in our Pricing page.

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2. Are my partner and I entitled to claim?

There are strict HMRC qualifying criteria for Marriage Allowance. However, we are unfortunately unable to provide advice over whether you qualify for the tax break. For this reason, responsibility for ensuring the eligibility criteria are met rests with the applicant.

If you do meet the HMRC qualifying criteria for Marriage Allowance and HMRC apply the tax break, Marriage Allowance will allow the lower-earning partner to transfer some of their annual Personal Tax Allowance to the higher-earner.

If you’re married or in a civil partnership, and you think you might meet the HMRC qualification criteria, you can request a HMRC review of your eligibility using the Marriage Allowance Claims service.

If you wish to receive any guidance or advice, please contact HM Revenue & Customs by telephone on 0300 200 3300.

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3. If I get a tax rebate, will my partner have to pay more tax?

Claiming Marriage Allowance claim will generally transfer up to 10% of the Personal Allowance from the low earner to the higher-earner.

This transfer generally has no cost to the low-earner, who doesn’t earn enough to fully use up their Personal Allowance. The tax refund is paid out to the higher earner directly from HMRC.

If you wish to receive any guidance or advice, please contact HM Revenue & Customs by telephone on 0300 200 3300.

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4. How much can I claim back using Marriage Allowance?

HM Revenue & Customs states that you could be able to claim back up to £1,187 through Marriage Allowance.

The Marriage Allowance Claims service facilitates backdated claims, meaning that you can claim for the last four tax years using this service. If you apply directly to HMRC, you may find that you only receive the tax break going forwards.

If you wish to receive any guidance or advice, please contact HM Revenue & Customs by telephone on 0300 200 3300.

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5. Does it matter when we got married?

According to HM Revenue & Customs guidance, you can only claim for a Tax Year in which you were married.

So, the allowance does not consider whether you were married in 2015 or before that date.

If you wish to receive any guidance or advice, please contact HM Revenue & Customs by telephone on 0300 200 3300.

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6. Will this be paid to us automatically, if we do not apply for Marriage Allowance?

Generally speaking, HMRC do not pay Marriage Allowance automatically. The tax relief will only be applied once a claim has been registered.

If you want to make sure you aren’t missing out on a tax rebate, you will need to register for Marriage Allowance.

There are strict HMRC claim deadlines in place, and if you miss the deadline your tax rebate entitlement will simply be written-off by HM Treasury.

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7. How far back can we claim?

Your application can be backdated as far as April 2016 using the Marriage Allowance Claims service. This is the date that the Marriage Allowance tax break was introduced.

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8. How long does it take to claim using Marriage Allowance Claims?

It takes just a couple of minutes to register with us online.

Most claims are processed within 12 to 14 weeks of receipt of the completed Application Form.

If you submitted your completed paper Application Form less than 14 weeks ago, and have not yet received direct confirmation from HM Revenue & Customs (HMRC) of the outcome of your claim, please be patient. You will receive confirmation in writing from HM Revenue & Customs as to whether your claim has been successful once once your application has been processed by HMRC. This is a manual process in which an HMRC Officer will review your circumstances for eligibility.

If HMRC have written to you confirming that your application has been successful, and that a payment has been released, please note that it takes 14 days for HMRC to release payment to us as your designated nominee. Once this has happened and funds have cleared, a repayment cheque will be issued without delay.

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It takes just a couple of minutes to register with us online.

Most claims are processed within 12 to 14 weeks of receipt of the completed Application Form.

If you submitted your completed paper Application Form less than 14 weeks ago, and have not yet received direct confirmation from HM Revenue & Customs (HMRC) of the outcome of your claim, please be patient. You will receive confirmation in writing from HM Revenue & Customs as to whether your claim has been successful once once your application has been processed by HMRC. This is a manual process in which an HMRC Officer will review your circumstances for eligibility.

If HMRC have written to you confirming that your application has been successful, and that a payment has been released, please note that it takes 14 days for HMRC to release payment to us as your designated nominee. Once this has happened and funds have cleared, a repayment cheque will be issued without delay.

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9. How will I know whether our claim has been successful?

Once you have sent your signed application forms to us, it will be sent to HMRC and reviewed for eligibility by an HMRC Officer.

This process can take 12-14 weeks generally. However, as soon as your claim has been reviewed and processed by HMRC, you will receive confirmation in writing from HMRC’s Repayments Team, and they will release a cheque shortly thereafter.

If HMRC have written to you confirming that your application has been successful, and that a payment has been released, please note that it takes 14 days for HMRC to release payment to us as your nominee. Once this has happened and funds have cleared, a repayment cheque will be issued within 21 business days.

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10. Is the form complicated?

Your Marriage Allowance Claims application form will arrive pre-completed with the information you’ve provided us with during online registration. It therefore only takes a couple of minutes to complete the paper application form.

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11. Do Civil Partnerships qualify?

HMRC guidance states that you will generally be entitled to apply for Marriage Allowance using this service if you are in a registered civil partnership.

If you wish to receive any guidance or advice, please contact HM Revenue & Customs by telephone on 0300 200 3300.

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12. What is the earnings limit for applying?

HMRC guidance states that generally in order to qualify, one of you will need to either:

• Pay no income tax, or
• Have an income below the Personal Allowance (HMRC guidance states this is usually £12,500)
The other partner will generally need to pay income tax at the basic rate (20%), which according to HMRC guidance generally means they will need to earn more than £12,500 and less than £50,000.

If you wish to receive any guidance or advice, please contact HM Revenue & Customs by telephone on 0300 200 3300.

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13. Are the rules the same for couples in Scotland?

If you’re in Scotland, your partner must pay the starter, basic or intermediate rate, which usually means their income is between £12,501 and £43,430.

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