We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

How long do you have to be married for to benefit from Marriage Tax Allowance?

2

Comments

  • Marriage Allowance is your only hope then, one of you needs to be born before 6 April 1935 to be eligible for Married Couple's Allowance.

    https://www.gov.uk/married-couples-allowance
  • Seagull27 said:
    Married Couples Allowance is apportioned in the year of marriage so marry after 5 March but before 6 April and you would get 1/12th of the allowance.


    The marriage allowance applies when you are married for the whole or part of a tax year, so you can get the allowance for the whole of the tax year in which you marry. The cost of a wedding will normally be considerably more than the benefit of the allowance.

    Seagull27 said:
    Only from the date of marriage. 

    Ah, that's a shame, but it makes sense.  Obviously it rules out previous years.  But just to be clear, if we were married in this financial year would it apply for the whole financial year or just for the portion of the year in which we were married?  

    Many thanks for your help
    The whole tax year. Many years ago March was an extremely popular time to get married.


    Yes, I'm confused now too, as clearly the quotes above contradict.  Does anyone have a link to where I might find this info so I can have a read of it myself please?  


    Dazed_and_C0nfused said:

    If that's an age thing then look at Married Couple's Allowance, in the long term it can save far more tax than Marriage Allowance, you just need to be old enough to be eligible  :)

    Mid-40s with an arthritic knee, but thanks all the same :)  

    And thanks to everyone for the replies.  


      No need to be confused - married couples allowance only reared it’s head because ‘someone’ hinted at old age. In your circumstances marriage allowance applies for the whole tax year, no matter when you get married.
  • And "someone" didn't read the post properly!  Dodgy knee, fading brain, it's not looking good for me is it!?
  • Jeremy535897
    Jeremy535897 Posts: 10,745 Forumite
    10,000 Posts Fifth Anniversary Photogenic Name Dropper
    edited 21 January 2022 at 9:44PM
    Married couple's allowance and marriage allowance are two different things. Married couple's allowance only applies if at least one of you was born before 6 April 1935. See: https://www.gov.uk/married-couples-allowance which also contains a link to marriage allowance. Not many over 86s get married so there aren't many new claims, as pointed out above. It is apportioned if you do get married this late in life (see below).

    Marriage allowance is what's relevant to you, and that applies for the whole of the tax year in which you marry. You can read the legislation at section 55C ITA 2007: https://www.legislation.gov.uk/ukpga/2007/3/section/55C .

    Although section 55C is worded in the same way as section 46(2)(a) ITA 2007 (the married couple's allowance), there is no equivalent in the marriage allowance legislation to section 54 ITA 2007, which is the apportionment provision applicable to married couple's allowance.
  • It’s a moot point now but by way of confirmation:

    In a claim for Marriage Allowance one is not asked for the date of marriage as that information is not relevant.

    In a claim for Married Couples Allowance one is asked to provide details of the marriage or civil partnership ceremony.
  • FIREmenow
    FIREmenow Posts: 375 Forumite
    100 Posts Second Anniversary Name Dropper
    Monevator has a good article on the other financial factors which may make marriage beneficial, (not what you were asking but could be helpful to decide whether it is worth the stress to your knee!):

    https://monevator.com/how-unmarried-couples-can-protect-their-finances/
  • Tunstallstoven
    Tunstallstoven Posts: 1,045 Forumite
    Part of the Furniture 500 Posts Name Dropper
    edited 22 January 2024 at 3:51PM
    It’s a moot point now but by way of confirmation:

    In a claim for Marriage Allowance one is not asked for the date of marriage as that information is not relevant.

    In a claim for Married Couples Allowance one is asked to provide details of the marriage or civil partnership ceremony.

    What about if you want to make a back dated claim for previous years?  Presumably they ask for proof of date of marriage at that point?

    FIREmenow said:
    Monevator has a good article on the other financial factors which may make marriage beneficial, (not what you were asking but could be helpful to decide whether it is worth the stress to your knee!):

    https://monevator.com/how-unmarried-couples-can-protect-their-finances/
    Haha - thank you very much.  Ill have a read :)  

    Thanks for the great helpful replies everyone
  • What about if you want to make a back dated claim for previous years?  Presumably they ask for proof of date of marriage at that point?

    They don’t. I have done it!
  • What about if you want to make a back dated claim for previous years?  Presumably they ask for proof of date of marriage at that point?

    They don’t. I have done it!

    Blimey.  I'm not saying I plan to do it.  Might not be any need anyway as I'm not sure I've paid any tax in previous years.  

    But just to confirm, are you saying I could get married in a months time, and then claim the marriage allowance from a few years ago? 

    EDIT:  The .gov page says:  "You can backdate your claim to include any tax year since 5 April 2017 that you were eligible for Marriage Allowance."  So guess that's a no.  Officially speaking, at least  ;)
  • I honestly did not consider that you were querying whether or not you could backdate a claim to earlier years where you were not married. What I intimated was that you could claim for earlier years without providing evidence of date of marriage. 

    Of course you have to married for at least some point in the tax year for which you are claiming.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.7K Banking & Borrowing
  • 253.4K Reduce Debt & Boost Income
  • 454K Spending & Discounts
  • 244.7K Work, Benefits & Business
  • 600.2K Mortgages, Homes & Bills
  • 177.3K Life & Family
  • 258.4K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.2K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.