Marriage Tax Refund - Check Your Eligibility

Are you married or in a civil partnership?
Please tell us whether you are married or in a civil partnership

Your claim

Have you claimed the marriage tax transfer before?
Please tell us whether you have claimed the marriage tax transfer before
For which years have you claimed the marriage tax transfer before?

Your income

Over the past 4 years, who has been the highest earner?
Please tell us who has been the highest earner over the past 4 years

Are you currently self-assessed?

Are you or your spouse in Self Assessment for income tax purposes?
Please tell us whether you or your spouse are in Self Assessment for income tax purposes or not

If you receive a salary from your job only you are usually not required to prepare a self assessment tax return. Please check the list below and confirm if any apply to you.

Are you or your spouse self employed?
Please tell us whether you are self employed
Do you or your spouse have an accountant or tax advisor?
Please tell us whether you or your spouse have an accountant or tax advisor
Are you or your spouse a company director?
Please tell us whether you or your spouse are a company director
Do you or your spouse have a property that you let out to tenants?
Please tell us whether you or your spouse have a property that you let out to tenants
Do you or your spouse earn more than £100,000 per year?
Please tell us whether you or your spouse earn more than £100,000 per year
Do you or your spouse earn more than £50,000 per year and receive child benefit?
Please tell us whether you or your spouse earn more than £50,000 per year and receive child benefit
Do you or your spouse own a business or are a partner in one?
Please tell us whether you or your spouse own a business or are partner in one
Do you or your spouse file a tax return with HMRC by the 31st January?
Please tell us whether you or your spouse file a tax return with HMRC by the 31st January
Do you or your spouse receive more than £10,000 income per year from savings and investments?
Please tell us whether you or your spouse receive more than £10,000 income per year from savings and investments
Do you or your spouse receive income from another country?
Please tell us whether you or your spouse receive income from another country

Your income

In the past 4 years what were you earning in each year?
Please tell us about your income over the past 4 years

Your spouse's income

In the past 4 years what was your spouse earning in each year?
Please tell us your spouse's status over the past 4 years

Your spouse's income

In the past 4 years what was your spouse earning in each year?
Please tell us about your spouse's income over the past 4 years

Your income

In the past 4 years what were you earning in each year?
Please tell us your status over the past 4 years

Summary of your information

Please review your answers below, and make changes if necessary before proceeding.

Are you married or in a civil partnership?
Please tell us whether you are married or in a civil partnership
Have you claimed the marriage tax transfer before?
Please tell us whether you have claimed the marriage tax transfer before
For which years have you claimed the marriage tax transfer before?
Over the past 4 years, who has been the highest earner?
Please tell us who has been the highest earner over the past 4 years
In the past 4 years was your income between £12,500 and £50,000 per year?
Please tell us about your income over the past 4 years
Over the past 4 years was your spouse unemployed or earning less than £12,500 per year?
Please tell us your spouse's status over the past 4 years
In the past 4 years was your spouse's income between £12,500 and £50,000 per year?
Please tell us about your spouse's income over the past 4 years
Over the past 4 years were you unemployed or earning less than £12,500 per year?
Please tell us your status over the past 4 years

Your details

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Please ensure all relevant information has been completed before you submit this form.

When did you get married?

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Please ensure all relevant information has been completed before you submit this form.

Your contact details

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Your estimate

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Based on the details you have provided we have calculated your estimated refund.

£- Estimated Refund
Thank You

Thank you for providing us with your information. We will run some checks and get back to you in a few days about the status of your claim.

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Your spouse's details

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Please ensure all relevant information has been completed before you submit this form.

Your HOME address

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Annual income details

The tax year runs from 6th April to the 5th April. In the following tax years how much did you earn?

Your annual income
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Your NI Number
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Claim Your Refund Now
You must agree to the terms and conditions

Signing the below indicates agreement to the terms and conditions of your claim with One Time Refund Ltd.

Material contained in the website is for general information and guidance purposes only. Any information found on the website is subject to change without notice.
While all reasonable care is taken by us to ensure that the content of the web site is accurate and up to date, material on the web site is provided without any warranties of any kind, either express or implied. To the full extent permitted by law, accepts no liability whatsoever for any loss or damage which may occur, resulting from the use of any material obtained from the website.
When you submit your details though the website we will prepare, subject to and at the discretion of certain conditions applied by us, a form in the appropriate format to report your circumstances to HMRC.
We will apply certain validation checks to the information you provide and supply details of allowances that are applicable to the circumstances you indicated in completion of the online form.
It is your responsibility to ensure the information you provide is complete, truthful and accurate. OTR assumes no responsibility for checking or ensuring the accuracy, completeness and truthfulness of information you provide prior to submission of the form to HMRC. If you give false information you could be prosecuted.
OTR does not act as your agent or representative in any communications with HMRC. It remains your responsibility to provide any supplementary information requested by HMRC and to follow up on the outcome of any claim directly with HMRC if you wish to do so.
On receipt of the form HMRC will manually reconcile (calculate) your tax liability for each year of your claim. If unreconciled differences are present on your taxpayer record for any year these differences may positively or negatively effect your tax liability on top of the effect of any allowances or expenses claimed for. HMRC perform a more basic automatic reconciliation on taxpayer records from April to November in the tax year following the end of each tax year. By submitting your claim you forgo the rights to any benefits that may have been accrued as a result of HMRC performing an automatic reconciliation, from the date your form is received by HMRC.
If the reconciliation results in a refund that refund will be sent to us and we will deduct a fee in accordance with our terms and conditions.
We will not be held responsible for any underpayment of tax that arises from recalculation of tax.
OTR provides payment processing services to customers obtaining tax refunds and by submitting the claim form you are agreeing that any resulting refund transaction will be processed by OTR.
OTR will receive refunds from HMRC on behalf of the customer and deduct charges in accordance with those quoted on the website prior to making a refund payment to you.
OTR reserves the right to issue any refund by another method at our discretion.
For marriage claims the standard pricing is 30% + £150, plus VAT, where due on any refund payment HMRC send us before passing payment on to you.
The charge is levied on all refunds received from HMRC covered by the claim period (4 previous years) regardless of reason. When entering a claim you agree to legally and unconditionally assign the rights to any refund for the previous 4 years to OTR, when payment is made to us we will forward the residual balance to you net of our agreed fees.
In the unlikely event that a refund is paid to us as a result of a subsequent claim by you or a different tax advisor we will refund any commission deducted in the refund, subject to you providing suitable documentary evidence of said subsequent claim.
If you want to remove the instruction to pay subsequent refunds to us, which is usually not necessary, we agree to raise the deed of assignment held over refunds in the period. Such action will be subject to a £50 + VAT administration fee and will only be permitted if we are satisfied that any refund from your original claim has already been paid to us in accordance with your original agreement, or if no refund was due.
OTR does not assume any responsibility for your tax affairs beyond submission of the form. Any benefit or refund in future years or the current tax year immediately following tax refund claim period will not be sent to us. You will receive the full benefit of any allowances claimed in your tax code as long as they still apply.
If you cease to pay the expenses claimed for or the allowances no longer apply to your circumstances it is your responsibility to inform HMRC of this.
By agreeing to the terms and conditions, signing the application and clicking the final submit button you are waiving any statutory right to cancellation. You can cancel your claim at our discretion within 48 hours of completing the application by using the cancel button on your confirmation email. OTR takes no responsibility for cancellation of the claim where the customer does not receive the confirmation email or attempts to cancel by any other method.
In the event that a replacement cheque is required we will charge an administration fee of £25 + VAT for each additional cheque following the original.
Where refunds remain unclaimed for 6 months we will charge a dormancy fee equal to the unclaimed amount.
These terms are governed by, and shall be interpreted in accordance with, the law of England and Wales. Any disputes or claims arising shall be subject to the non-exclusive jurisdiction of the courts of England and Wales.
One Time Refund Ltd is a member firm of the Institute of Chartered Accountants of England and Wales and can be found on the ICAEW register of firms, all business is undertaken in accordance with the ICAEW code of ethics.
In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our professional indemnity insurer is HCC International Insurance Company Plc., Walsingham House, 35 Seething Lane, London, EC3N 4AH. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada. The Policy number is PI13S677647.
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Thank you.

Sorry, you don't qualify for a claim.

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More than 48 hours has passed since your claim was completed. Your data may have already been sent to HMRC for processing so it may not be possible to cancel. Please contact customer service if you have any questions.


Hi {{item.PartnerFirstName}}

{{item.FirstName}} has started the process of applying to HMRC for a Marriage Allowance Transfer Tax Rebate. In order to complete the process and apply on your behalf to HMRC we just need you to review the information below and provide a few details.

Are you married or in a civil partnership?
Please tell us whether you are married or in a civil partnership
Have you claimed the marriage tax transfer before?
Please tell us whether you have claimed the marriage tax transfer before
For which years have you claimed the marriage tax transfer before?
Over the past 4 years, who has been the highest earner?
Please tell us who has been the highest earner over the past 4 years

Annual income details

The tax year runs from 6th April to the 5th April. In the following tax years how much did you earn?

Your annual income
Home address

{{ item.Address1 }}
{{ item.Address2 }}
{{ item.Address3 }}
{{ item.County }}
{{ item.Postcode }}

Not all fields have been filled in.
Please ensure all relevant information, including annual income details has been completed before you submit this form.

Finish your claim

{{ sl.errors[0] }}
You must agree to the terms and conditions
Material contained in the website is for general information and guidance purposes only. Any information found on the website is subject to change without notice.
While all reasonable care is taken by us to ensure that the content of the web site is accurate and up to date, material on the web site is provided without any warranties of any kind, either express or implied. To the full extent permitted by law, accepts no liability whatsoever for any loss or damage which may occur, resulting from the use of any material obtained from the website.
When you submit your details though the website we will prepare, subject to and at the discretion of certain conditions applied by us, a form in the appropriate format to report your circumstances to HMRC.
We will apply certain validation checks to the information you provide and supply details of allowances that are applicable to the circumstances you indicated in completion of the online form.
It is your responsibility to ensure the information you provide is complete, truthful and accurate. OTR assumes no responsibility for checking or ensuring the accuracy, completeness and truthfulness of information you provide prior to submission of the form to HMRC. If you give false information you could be prosecuted.
OTR does not act as your agent or representative in any communications with HMRC. It remains your responsibility to provide any supplementary information requested by HMRC and to follow up on the outcome of any claim directly with HMRC if you wish to do so.
On receipt of the form HMRC will manually reconcile (calculate) your tax liability for each year of your claim. If unreconciled differences are present on your taxpayer record for any year these differences may positively or negatively effect your tax liability on top of the effect of any allowances or expenses claimed for. HMRC perform a more basic automatic reconciliation on taxpayer records from April to November in the tax year following the end of each tax year. By submitting your claim you forgo the rights to any benefits that may have been accrued as a result of HMRC performing an automatic reconciliation, from the date your form is received by HMRC.
If the reconciliation results in a refund that refund will be sent to us and we will deduct a fee in accordance with our terms and conditions.
We will not be held responsible for any underpayment of tax that arises from recalculation of tax.
OTR provides payment processing services to customers obtaining tax refunds and by submitting the claim form you are agreeing that any resulting refund transaction will be processed by OTR.
OTR will receive refunds from HMRC on behalf of the customer and deduct charges in accordance with those quoted on the website prior to making a refund payment to you.
OTR reserves the right to issue any refund by another method at our discretion.
For marriage claims the standard pricing is 30% + £150, plus VAT, where due on any refund payment HMRC send us before passing payment on to you.
The charge is levied on all refunds received from HMRC covered by the claim period (4 previous years) regardless of reason. When entering a claim you agree to legally and unconditionally assign the rights to any refund for the previous 4 years to OTR, when payment is made to us we will forward the residual balance to you net of our agreed fees.
In the unlikely event that a refund is paid to us as a result of a subsequent claim by you or a different tax advisor we will refund any commission deducted in the refund, subject to you providing suitable documentary evidence of said subsequent claim.
If you want to remove the instruction to pay subsequent refunds to us, which is usually not necessary, we agree to raise the deed of assignment held over refunds in the period. Such action will be subject to a £50 + VAT administration fee and will only be permitted if we are satisfied that any refund from your original claim has already been paid to us in accordance with your original agreement, or if no refund was due.
OTR does not assume any responsibility for your tax affairs beyond submission of the form. Any benefit or refund in future years or the current tax year immediately following tax refund claim period will not be sent to us. You will receive the full benefit of any allowances claimed in your tax code as long as they still apply.
If you cease to pay the expenses claimed for or the allowances no longer apply to your circumstances it is your responsibility to inform HMRC of this.
By agreeing to the terms and conditions, signing the application and clicking the final submit button you are waiving any statutory right to cancellation. You can cancel your claim at our discretion within 48 hours of completing the application by using the cancel button on your confirmation email. OTR takes no responsibility for cancellation of the claim where the customer does not receive the confirmation email or attempts to cancel by any other method.
In the event that a replacement cheque is required we will charge an administration fee of £25 + VAT for each additional cheque following the original.
Where refunds remain unclaimed for 6 months we will charge a dormancy fee equal to the unclaimed amount.
These terms are governed by, and shall be interpreted in accordance with, the law of England and Wales. Any disputes or claims arising shall be subject to the non-exclusive jurisdiction of the courts of England and Wales.
One Time Refund Ltd is a member firm of the Institute of Chartered Accountants of England and Wales and can be found on the ICAEW register of firms, all business is undertaken in accordance with the ICAEW code of ethics.
In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our professional indemnity insurer is HCC International Insurance Company Plc., Walsingham House, 35 Seething Lane, London, EC3N 4AH. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada. The Policy number is PI13S677647.
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