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Marriage Allowance, explained

Marriage Allowance is one of the easiest bits of free money in the UK tax system — yet millions of eligible couples never claim it. If one partner earns below the Personal Allowance and the other is a basic-rate taxpayer, you can transfer part of the allowance and save up to £252 a year — plus backdate up to four years.

Quick facts

Worth
Up to £252 a year, plus up to 4 years backdated
Who
Married / civil partners — one non-taxpayer, one basic-rate
Cost
Free — claim directly on GOV.UK
Time
A few minutes online

Who qualifies

How much you save

The lower earner transfers part of their Personal Allowance to the higher earner. That reduces the higher earner’s tax by up to £252 a year. Because you can backdate up to four years, a first successful claim is often worth £1,000+ as a lump sum.

Don’t pay a "claims company". Some firms charge a chunk of your refund to do this for you. It’s completely free and takes minutes directly on GOV.UK — keep 100% of it.

How to claim

1

Check you’re eligible

Confirm one of you is a non-taxpayer and the other pays basic-rate tax.

2

Apply on GOV.UK

The lower earner makes the application through the official Marriage Allowance service. You’ll need both National Insurance numbers and ID.

3

Backdate it

Ask to backdate for any of the previous four years you were eligible — that’s where the big lump sum comes from.

4

It continues automatically

Once set up, it carries over each year until your circumstances change — then just tell HMRC.

Common questions

Who should make the claim?
The lower-earning partner (the non-taxpayer) applies, transferring part of their allowance to the higher earner.
Can I backdate it?
Yes — up to four previous tax years, as long as you were eligible. That often makes a first claim worth over £1,000.
Should I use a claims company?
No. It’s free on GOV.UK and takes minutes. Claims companies take a cut for doing something you can do yourself in one sitting.
What if our circumstances change?
If the lower earner starts paying tax, or you separate, tell HMRC and the allowance will be adjusted or cancelled.

This guide is general information, not financial advice. Rules, rates and eligibility change and differ by country — always confirm the current details with the relevant official body before you act.

Keep going

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