HMRC Marriage Allowance Calculator 2026 | £252 Tax Relief & £1,256 Refund | NationRules
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HMRC Tax Relief£252 Annual SavingUp to 4-Year Backdate

HMRC Marriage Allowance Tax Relief Calculator

Calculate your tax savings when transferring £1,260 Personal Allowance to your basic-rate spouse/civil partner and compute your 4-year backdated HMRC refund.

Marriage Allowance Eligibility & Refund Tool

Check couple eligibility and calculate annual tax savings

£
Must be under £12,570/year
£
Must be between £12,571 and £50,270/year

Marriage Allowance Tax Benefit:

Annual Tax Reduction
£252
Direct PAYE Code Adjustment
Total Refund (Current + 4 Backdated Years)
£1260
HMRC Lump Sum Cheque

Complete Guide to HMRC Marriage Allowance Rules

Marriage Allowance is a tax relief introduced by the UK Government enabling low-earning married couples or civil partners to transfer 10% of their personal tax-free allowance (£1,260) to their partner.

Backdated Claims Table (Past 4 Tax Years)

Tax YearTransferred Personal AllowanceTax Refund Value
2025/2026£1,260£252
2024/2025£1,260£252
2023/2024£1,260£252
2022/2023£1,260£252
2021/2022£1,260£252
Maximum Potential Lump Sum Refund-£1,256

Frequently Asked Questions

Marriage Allowance allows a low-earning spouse or civil partner (earning under £12,570) to transfer £1,260 of their unused Personal Allowance to their basic-rate taxpaying partner (earning between £12,571 and £50,270), reducing their tax bill by £252 per year.

Yes. You can backdate your Marriage Allowance claim for up to 4 previous tax years. A successful backdated claim can result in a lump sum tax refund check from HMRC of up to £1,256.

No. The receiving partner must be a basic-rate taxpayer (earning under £50,270 in England, Wales, and Northern Ireland). Higher-rate (40%) and additional-rate (45%) taxpayers are not eligible.