Can you still claim this tax allowance if both husband/wife are pensioner’s, but one pay’s income tax and the other does’nt?
Yes, we do exactly that.
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Hi, it’s called Married Allowance Transfer (£1,260 x20% = £252.00). The £252.00 is deducted from the income tax charged after other allowances and reliefs from the persons tax calculation.
This is what I am lead to believe.
Regards TT
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Can be backed dated too, see above.
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A maximum of 10% of your personal allowance can be transferred to your spouse.
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… which is what we do.
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is any documentation needed to be sent off, I understand that a P60 is required, but a pensioner not paying tax, does’nt get any yearly tax information eg P60.
All you need are the two NI numbers. The P60 etc. is only required to proved your identity. I already had an online tax account so can’t remember having to provide any more information.
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The one paying income tax is the one who should have the P60. So basically the one giving up some of their personal allowance (non tax payer/below the tax threshold) to the tax payer is the one who applies.
^^Think I’ve got that correct^^
Apply online, you may need to set up a government gateway account, email/password etc if you already haven’t and it’s self explanatory from there. We did it and found it straightforward.
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