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UK Marriage Allowance Calculator

A lower earner can transfer part of their allowance to a basic rate spouse. Check your saving.

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What is the Marriage Allowance?

Marriage Allowance lets a spouse or civil partner earning below the personal allowance transfer 10% of it — £1,260 — to a partner who is a basic rate taxpayer. The recipient saves 20% of that, worth £252 a year.

It can be backdated four tax years, so a first claim can be worth over £1,250. Millions of eligible couples never claim it.

Formula & worked example

Transferable = 10% of personal allowance (£1,260)
Saving = £1,260 × 20% = £252 per year
Backdated up to 4 previous tax years

Worked example: one partner earns £8,000 (below the allowance) and the other £35,000 (basic rate). Transferring £1,250 saves the higher earner £250, while the lower earner still pays no tax. Backdating four years brings the total claim to about £1,250.

How to use this marriage allowance calculator

  1. Enter both incomes — the lower must be below the personal allowance.
  2. The higher earner must be a basic rate taxpayer (below £50,270).
  3. Set years to backdate — up to four previous tax years are claimable.
  4. Apply directly through gov.uk; never pay an agency a percentage to do it.

Smart tips

Frequently asked questions

Who is eligible for Marriage Allowance?

Married couples or civil partners where one earns below the personal allowance and the other is a basic rate taxpayer.

How much is Marriage Allowance worth?

£252 a year, and up to four previous years can be backdated, making a first claim worth over £1,250.

How do I apply?

Free through gov.uk. The lower earner makes the application, and it renews automatically thereafter.

Can I claim if my partner is a higher rate taxpayer?

No. The receiving partner must pay tax at the basic rate, meaning income below £50,270.

Want the theory behind the numbers? Read our UK tax guides on the Money Blog.

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