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UK Marriage Allowance Calculator (2025/26)

Check whether transferring £1,260 of Personal Allowance to your spouse or civil partner saves you tax, and estimate the net benefit as a couple (up to £252).

Page updated:
Jul 14, 2026
Tool version:
v1.1.0

Overview

Marriage Allowance lets the lower-earning partner transfer £1,260 of their Personal Allowance to a spouse or civil partner who is a basic-rate taxpayer, reducing the couple's tax by up to £252 a year.

This calculator checks your likely eligibility and estimates the net benefit, taking into account any extra tax the lower earner might start to pay.

Results

Tax saved by the higher earner

$252.00

Extra tax for the lower earner

$0.00

Net tax saving as a couple

$252.00

Eligibility

Likely eligible: the lower earner is around or below the Personal Allowance and the higher earner is a basic-rate taxpayer.

How to read the result

What it means
The displayed value is an estimate based on your inputs. It represents the calculated scenario under current assumptions, not a guaranteed amount.
Next step
Use the result as a starting point. Adjust parameters to compare scenarios and validate with a professional when needed.
Calculation limits
The model uses simplified formulas and cannot account for all variables in your specific case (local regulations, personal conditions, temporal changes).

Methodology

The recipient's tax falls by 20% of the £1,260 transferred (up to £252) if they are a basic-rate taxpayer - income between the Personal Allowance (£12,570) and £50,270 (England, Wales, NI) or £43,662 (Scotland).

If the lower earner's income is above £11,310 (i.e. £12,570 - £1,260), giving away £1,260 of their allowance makes part of their own income taxable at 20%; this is subtracted.

Net couple benefit = recipient's saving - lower earner's extra tax.

Figures use 2025/26 thresholds (per GOV.UK). The allowance does not help if the recipient is a higher/additional-rate taxpayer, or if the lower earner already uses all their allowance. Marriage Allowance can be backdated up to 4 years; this tool shows a single year.

Key takeaways

See whether Marriage Allowance saves you tax and the net benefit as a couple, after any extra tax the transferring partner pays.

Worked examples

Non-earner + £35,000 earner

Lower earner £8,000, higher earner £35,000, England/Wales/NI.

Interpretation

The higher earner saves the full £252 and the lower earner pays no extra tax (income below £11,310), so the couple gains £252.

Lower earner just over the line

Lower earner £12,000, higher earner £40,000.

Interpretation

Recipient saves £252, but the lower earner now pays 20% on £690 (£12,000 - £11,310) = £138, so the net couple benefit is £114.

Frequently asked questions

Who should be the one to transfer the allowance?

The lower earner - ideally someone whose income is below the £12,570 Personal Allowance, so they don't use it all themselves. They transfer £1,260 to the higher-earning, basic-rate partner.

Can we claim if the higher earner is a higher-rate taxpayer?

No. The recipient must be a basic-rate taxpayer (income up to £50,270, or £43,662 in Scotland). If they earn more, you can't benefit from Marriage Allowance.

Can it be backdated?

Yes - you can usually backdate a claim by up to four tax years if you were eligible. Apply free on GOV.UK; beware third parties that charge a fee for what is a free service.

Sources & references

  1. GOV.UK - Marriage Allowance: https://www.gov.uk/marriage-allowance

Quality & oversight

Maintained by
Ugo Candido, MBA
Page updated
Jul 14, 2026
Tool version
v1.1.0

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