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Your Details

IMPORTANT: Please provide the details of both the 'Lower Earner' and 'Higher Earner' within the Marriage. Please note that 'earnings' could be from Employment or Pension or any other form of taxable income.

Full Name (Lower Earner)(Required)
Full Name (Higher Earner)(Required)
Address(Required)

Address Verification

Address history is essential for us to verify the identity of both the transferor and the recipient of Marriage Allowance. Please let us know any other addresses that you have resided at within the last 6 years.

Have you lived at your current address for more than 6 years?(Required)
Are you currently, or have you previously been a Housing Association of Local Authority (Council) tenant?(Required)
Previous Address(Required)
Does your current address and previous address cover the last 6 years of history?(Required)
Are you currently, or have you previously been a Housing Association of Local Authority (Council) tenant?(Required)
Previous Address(Required)
Are you currently, or have you previously been a Housing Association of Local Authority (Council) tenant?(Required)

Confirmation of Allowance

Are you currently claiming Marriage Allowance?(Required)
Have you ever attempted to claim Marriage Allowance?(Required)

Lower Earner/Transferor - Details

The 'Lower Earner' or ‘Allowance Transferor’ is the person with the lower income within the household.

DD slash MM slash YYYY

Transferor Income Declaration

The 'Lower Earner' or ‘Allowance Transferor’ is the person with the lower income within the household.

Has your total income been LESS than £12,570 in any of the past 4 years (since April 2018)(Required)
Please select which years your total income has been less than £12,570(Required)
Have you been employed in any one of the past 4 years (since April 2018)?(Required)
Are you retired or receiving benefits(Required)
Please select which years you have been employed?(Required)
DD slash MM slash YYYY
I still work here(Required)
DD slash MM slash YYYY
Do you wear a uniform/protective clothing at work?(Required)
Did you work from home (even for a day) during the Covid-19 Pandemic?(Required)

Higher Earner/Recipient - Details

The ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household. Income can be from employment, pensions or certain benefits.

DD slash MM slash YYYY

Recipient Income Declaration

The ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household.
Income can be from Employment, Pension(s) or certain Benefits.

Has your income been MORE than £12,570 in any of the past 4 years (since April 2018)?(Required)
Please select which years has your income been more than £12,570(Required)
Where has your income derived from?(Required)
DD slash MM slash YYYY
I still work here(Required)
DD slash MM slash YYYY
Do you wear a uniform/protective clothing at work?(Required)
Did you work from home (even for a day) during the Covid-19 Pandemic?(Required)

Marriage Confirmation

Please confirm the date that you were married - you can locate this on your Marriage Certificate.

DD slash MM slash YYYY

Financial Rebate

You may be due a rebate on any financial compensation claims that have been paid out, such as for Payment Protection Insurance (PPI)
Please note - if you have been subject to an Individual Voluntary Arrangement (IVA) it is highly likely your Insolvency Practitioner looked into this and therefore you could be due a rebate, therefore please click yes and proceed.

Have you received compensation from mis-sold Payment Protection Insurance (PPI)(Required)
Do you have the details of the claims, including the amount of compensation you received?(Required)

Bank/Lenders Selection

IMPORTANT: Please select ALL banks/lenders you have previously obtained credit with by clicking the relevant credit areas - i.e, if you have previously had a Barclaycard and a Lloyds Loan, select 'Barclaycard' in the Credit Card section, and 'Lloyds' in the Loan Section.
Credit Card
Credit Card
Loan
Loan
Mortgage / Secured Loan
Mortgage / Secured Loan
Payday / Doorstep / High-Interest / Guarantor Loans
Payday
Car Finance (HP / PCP)
Payday

Name of bank/lender Approximate Refund Year Refunded Self Employed? Actions
       
There are no Cliams.

Maximum number of cliams reached.

Consent & Agreement

No Rebate, No Fee!

You are not required to make any upfront payment to make a claim. Our fee is settled directly out of the refund from HMRC, upon funds from your rebate being forwarded to Rebate Gateway via Nomination. By providing consent in signing below, you agree to this nomination. For more information on 'Nomination', please see our FAQ.

Our fee for successful claims is 39% + VAT or a minimum of £35 plus VAT. For more information, please see our full Terms and Conditions.
Consent & Acceptance of Terms(Required)
I confirm that I have read, understood and agree to the Rebate Gateway Terms and Conditions. Additionally, I accept and agree that the digital signature provided above shall have the same validity as the original and will used to complete documentation necessary in submitting your claim to HM Revenue & Customs. I agree to have our data processed for the purpose of obtaining a rebate attributed to my tax affairs outlined in the application. I can confirm that all of the information I have included in my application is true to the best of my knowledge.
Consent & Acceptance of Terms(Required)
I confirm that I have read, understood and agree to the Rebate Gateway Terms and Conditions. Additionally, I accept and agree that the digital signature provided above shall have the same validity as the original and will used to complete documentation necessary in submitting your claim to HM Revenue & Customs. I agree to have our data processed for the purpose of obtaining a rebate attributed to my tax affairs outlined in the application. I can confirm that all of the information I have included in my application is true to the best of my knowledge.

LEGAL & REGULATORY

Rebate Gateway Limited. Registered Office: 7 Bell Yard, City of London, WC2A 2JR. Registered in England No. 12693328. Rebate Gateway are registered as tax agents with HM Revenue & Customs under registration number HY3075. Rebate Gateway Limited is supervised by HM Revenue & Customs for Anti-Money Laundering under registration number XGML00000181564. Rebate Gateway Limited is registered with the Information Commissioners Office (ICO) under ZA766745.

Rebate Gateway Limited is a fee charging tax intermediary business. You are able to make a claim via HMRC directly yourself, using forms available to you from HMRC.

 

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