Your browser isn't supported
It looks like you're using an old web browser. To get the most out of the site and to ensure guides display correctly, we suggest upgrading your browser now. Download the latest:

Welcome to the MSE Forums

We're home to a fantastic community of MoneySavers but anyone can post. Please exercise caution & report spam, illegal, offensive or libellous posts/messages: click "report" or email forumteam@.

Search
  • FIRST POST
    • Leewhite21
    • By Leewhite21 19th Mar 17, 12:41 PM
    • 5Posts
    • 0Thanks
    Leewhite21
    Marriage allowance
    • #1
    • 19th Mar 17, 12:41 PM
    Marriage allowance 19th Mar 17 at 12:41 PM
    Hi, iv recently applied for the marriage allowance and weve been accepted. However the thing im struggling to find any info on is the rebate. What i need to know is do you get the rebate from the date you was married or the beginning of the tax year?

    We was married in December 2016 so will we be entitled for a full rebate from tax year 2015/2016 and tax year 2016/2017 or just the first one?

    Thankyou!
    Lee
Page 1
    • pphillips
    • By pphillips 19th Mar 17, 1:01 PM
    • 211 Posts
    • 172 Thanks
    pphillips
    • #2
    • 19th Mar 17, 1:01 PM
    • #2
    • 19th Mar 17, 1:01 PM
    I could be wrong but I cant see HMRC backdating it to April 2016 if you weren't actually married until December.
    • PeacefulWaters
    • By PeacefulWaters 19th Mar 17, 1:03 PM
    • 6,976 Posts
    • 8,589 Thanks
    PeacefulWaters
    • #3
    • 19th Mar 17, 1:03 PM
    • #3
    • 19th Mar 17, 1:03 PM
    I could be wrong but I cant see HMRC backdating it to April 2016 if you weren't actually married until December.
    Originally posted by pphillips
    The allowance applies to the full tax year.
    • Leewhite21
    • By Leewhite21 19th Mar 17, 1:08 PM
    • 5 Posts
    • 0 Thanks
    Leewhite21
    • #4
    • 19th Mar 17, 1:08 PM
    • #4
    • 19th Mar 17, 1:08 PM
    So it will be back dated to april 2016?
    • p00hsticks
    • By p00hsticks 19th Mar 17, 1:15 PM
    • 5,623 Posts
    • 5,180 Thanks
    p00hsticks
    • #5
    • 19th Mar 17, 1:15 PM
    • #5
    • 19th Mar 17, 1:15 PM
    <edit> for future reference ,there is a long running thread on marriage allowance over on the 'cutting tax' board
    http://forums.moneysavingexpert.com/showthread.php?t=5253467

    I've deleted the rest of my post as I'd misread your original post and was giving incorrect information
    Last edited by p00hsticks; 19-03-2017 at 1:21 PM. Reason: added link to 'cutting tax' board thread
    • p00hsticks
    • By p00hsticks 19th Mar 17, 1:29 PM
    • 5,623 Posts
    • 5,180 Thanks
    p00hsticks
    • #6
    • 19th Mar 17, 1:29 PM
    • #6
    • 19th Mar 17, 1:29 PM
    I'll have another go, having re-read your post properly.

    As you were married in December 2016, you are entitled to the tax allowance for tax year 2016-17, but not 2015-16.

    Assuming that (as you are the one who applied) you are the lower earner, and that your partner is employed and paid via PAYE, they may get the rebate via their paypacket, if HMRC can process the application and get the adjusted tax code through to their emplyer before the final payroll run of the tax year. If not, then they'll probably get it as a cheque at some point after the end of the tax year.

    From looking at the thread I pointed out over on the 'cutting tax' board, I believe that HMRC has started automatically backdating new claims to include 2015-16 as well. But as you were not married during that year, you shouldn't be eligible and if you do receive a cheque from thiem in relation to tax year 2015-16 I strongly suggest you double check with them before spending the money as they may well ask for it bakc at a later date when they realise you weren't entitled to it.
    • Leewhite21
    • By Leewhite21 19th Mar 17, 1:38 PM
    • 5 Posts
    • 0 Thanks
    Leewhite21
    • #7
    • 19th Mar 17, 1:38 PM
    • #7
    • 19th Mar 17, 1:38 PM
    Hi thankyou for the great reply. Iv received my new tax code as im the higher earner, it was my wife that applied.

    Not sure wether work has received anything as of yet, but will we 100% be entitled to the £220 rebate for 2016/2017?
    • PeacefulWaters
    • By PeacefulWaters 19th Mar 17, 1:43 PM
    • 6,976 Posts
    • 8,589 Thanks
    PeacefulWaters
    • #8
    • 19th Mar 17, 1:43 PM
    • #8
    • 19th Mar 17, 1:43 PM
    Hi thankyou for the great reply. Iv received my new tax code as im the higher earner, it was my wife that applied.

    Not sure wether work has received anything as of yet, but will we 100% be entitled to the £220 rebate for 2016/2017?
    Originally posted by Leewhite21
    It's an allowance for the whole tax year.
    • Leewhite21
    • By Leewhite21 19th Mar 17, 1:55 PM
    • 5 Posts
    • 0 Thanks
    Leewhite21
    • #9
    • 19th Mar 17, 1:55 PM
    • #9
    • 19th Mar 17, 1:55 PM
    Yes sorry so what i mean is, is will i get a cheque for the amount?
    • Kaye1
    • By Kaye1 19th Mar 17, 2:09 PM
    • 513 Posts
    • 1,287 Thanks
    Kaye1
    Hi Op.

    Just ask your wife what it said- I've just done this and it was very straightforward and easy to follow.

    The end screen told me what I/we would be getting and this would be confirmed via email within 24 hours.

    As we have been married for a long time, I was then eligible to then further click through to the 'backdate' section too.

    It told us that IF we were eligible he would receive a cheque in the post for each tax year we were eligible for- so until the cheque turns up, I'm guessing we won't know if the application has been successful.

    The email explains it very clearly- ask your wife to let you have a read.
    • Leewhite21
    • By Leewhite21 19th Mar 17, 2:42 PM
    • 5 Posts
    • 0 Thanks
    Leewhite21
    I filled the form out on her behalf and it didn't give me any backdate option. We however did receive the email which told us we were successful and my new tax code will be sent out to us, which i also received on friday but with nothing on it about a back payment etc?!
    • p00hsticks
    • By p00hsticks 19th Mar 17, 10:40 PM
    • 5,623 Posts
    • 5,180 Thanks
    p00hsticks
    Yes sorry so what i mean is, is will i get a cheque for the amount?
    Originally posted by Leewhite21
    Not necessarily. You say you've been given a new tax code. If your employer has the chance to apply your new tax code before the end of the tax year (on April 5th) you'll get it in your pay packet, as the new tax code will result in less tax being deducted.

    If your pay between now and the end of the tax year isn't enough for the full allowance to be refunded or the tax code isn;t applied in time, I believe HMRC will pick this up when they reconcile the records at the end of the tax year and you would then get a cheque.
    • peachyprice
    • By peachyprice 20th Mar 17, 7:49 AM
    • 18,610 Posts
    • 42,751 Thanks
    peachyprice
    I could be wrong but I cant see HMRC backdating it to April 2016 if you weren't actually married until December.
    Originally posted by pphillips
    That's exactly what they used to do with the married persons allowance years ago.
    Accept your past without regret, handle your present with confidence and face your future without fear
Welcome to our new Forum!

Our aim is to save you money quickly and easily. We hope you like it!

Forum Team Contact us

Live Stats

901Posts Today

6,734Users online

Martin's Twitter