Are you married or in a civil partnership?
It’s estimated that over 2.4 million couples are being charged the wrong tax, we can help you claim back up to £1,242.

We claim for you on a NO WIN-NO FEE basis*

  • The marriage tax allowance lets you transfer £1,260 of your personal allowance (the amount you can earn tax free each tax year) to your spouse or civil partner if they earn more than you.

  • Recent studies reveal that it’s estimated that over 2.4 million couples are missing out on this cash by not claiming what is rightfully theirs. If you are married or in a civil partnership you could easily qualify.

  • If your claim is successful, it will lower the higher earner’s tax bill for the tax year, but you can also backdate your claim for a further four years.

  • We can easily start your claim on a NO WIN NO FEE basis*, and there are no complex forms to complete.

  • Start today and you could have your refund in as little as 6 weeks.

Who Is Eligible?

  • 01Have you been married or in a civil partnership at any time in the last 4 years.
  • 02One partners income, in the last 4 years, has to have been between £12,571 – £50,269 whilst the other partner has been either unemployed or had an income of less than £12,570.
  • 03Both must have been born on or after 6 April 1935.

How to Claim Your Marriage Tax Allowance

What’s the Process?

Claiming your Marriage Tax Allowance is a straightforward process that we have broken down into manageable steps to ensure clarity and ease. Our aim is to guide you through each stage, from application to receiving your entitlement, with minimal hassle. Here’s what you need to know:

Step 1

Submit Your Online Claim Form

Completing the Form

Begin by filling out our simple online claim form. It is crucial to provide accurate information to the best of your ability; however, the process is designed to be quick and should only take a few minutes. Do not worry if you are unable to supply all the required details at this stage.

Application Review

Upon receipt of your application, our dedicated team will conduct a thorough review to ensure it contains all the information HM Revenue and Customs (HMRC) needs to process your claim. This step is vital for a smooth claim process.

Step 2

Submission and Liaison with HMRC

Submission to HMRC

After completing our detailed check, we will submit your application to HMRC along with any necessary supporting documentation to initiate your claim.

Communication with HMRC

If HMRC has any queries regarding your application, rest assured, we will communicate with them on your behalf. Our goal is to resolve any issues promptly and efficiently. Should we require any additional information from you, we will contact you immediately.

Step 3

HMRC's Processing of Your Claim

Acknowledgement and Checks

HMRC will acknowledge receipt of your claim and then proceed with their checks. This process may take some time, often resulting in delays of 6-8 weeks, sometimes longer, due to their workload. We understand this can be concerning, but such delays are not unusual. We will keep in regular contact with HMRC and update you on their progress.

Step 4

Confirmation and Adjustment by HMRC

Eligibility and Tax Code Adjustment

Upon confirming your eligibility for the Marriage Tax Allowance, HMRC will adjust your tax code accordingly. This adjustment ensures you receive the ongoing benefit of the tax relief.

Rebate Issuance

HMRC will also review our calculations for any eligible previous tax years and issue a rebate if you were entitled to relief.

Step 5

Receiving Your Entitlement

Fee Deduction and Payment

Once the rebate has been received from HMRC, we will deduct our agreed fees and promptly transfer the remaining balance to you.

Our commitment is to navigate the claim process on your behalf, ensuring a smooth and stress-free experience. Rest assured, our team is here to support you every step of the way, from your initial application to the joy of receiving your entitlement.


Marriage Tax FAQ's

How much you receive will depend on how much you and your partner earn. The maximum amount available for the tax year 2023/2024 is £252. However, you can also backdate your claim by up to a maximum of four tax years, meaning you could get up to £1,242!

You can start your marriage tax claim today by completing our online form by clicking HERE. If you have any questions or queries, you can call our team on 01902 939000.

Yes, married couples or those in a civil partnership are entitled to marriage tax allowance. But you must be one or the other; just ‘‘living together’ doesn’t count.
Yes, for marriage tax to work one of you needs to be unemployed or earning under £12,570 and the other partner needs to be earning between £12,571 and £50,269
No, one of you needs to be employed and paying tax in order to get the allowance as it effectively reduces the amount of tax you pay, so you need to be paying some tax to be entitled to a reduction.
Yes you can claim marriage tax allowance if you have savings providing the interest earned on them does not take you over the taxable income threshold of £12,570.