0333 444 1054
Rebate Gateway MENU   ≡ ╳
  • Rebate Type
    • Financial Mis-selling
    • Marriage Allowance
    • Uniform & Work Expense
  • Help & Information
    • Request a Case Update
    • Repayment
    • Fees
    • FAQ
  • Careers
  • Received a Letter?
  • Apply Online
Skip to content

Pre-Application Information

Important Information

You are currently applying for a Marriage Allowance Tax Rebate from HM Revenue & Customs following being notified of potential overpayment.

Please ensure that you are careful that you provide information correctly, especially the details of the 'Lower Earner' and 'Higher Earner' in the correct field - to avoid your claim being rejected.

You will find it easier to answer the questions within the application if you have a copy of your most recent Payslip or P60 to hand (if either of you are employed).

Please click next to continue to the application

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

Important Information
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 a Private Tenant, Housing Association Tenant or a Homeowner?(Required)
Previous Address(Required)
Does your current address and previous address cover the last 6 years of history?(Required)
Are you currently a Private Tenant, Housing Association Tenant or a Homeowner?(Required)
Previous Address(Required)
Are you currently a Private Tenant, Housing Association Tenant or a Homeowner?(Required)

Confirmation of Allowance

Important Information
Please complete the following questions to the best of your knowledge. Whilst not required, it would assist if you had the 'Higher Earners' most recent Payslip or P60 to complete this section.
Are you currently claiming Marriage Allowance?(Required)
Have you ever attempted to claim Marriage Allowance?(Required)

Lower Earner/Transferor - Details

Important Information
The 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

DD slash MM slash YYYY

Lower Earner/Transferor Income Declaration

Important Information
The 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

Has your total annual income been LESS than £12,570 in any of the past 4 years (since April 2020)(Required)
IMPORTANT: 'Income' means any funds you have received from Employment or Pensions.
Please select which years your total annual income has been less than £12,570(Required)
Where is your income from?(Required)
Please select which years you have been employed?(Required)
IMPORTANT: To avoid delays in processing your claim - please ensure you provide the full legal name of your employer, as shown on your Payslip/P60.
DD slash MM slash YYYY
I still work here(Required)
DD slash MM slash YYYY
NOTE: Please provide an estimate of your salary over the years that you have worked
NOTE: You can find the employer PAYE/Employer reference on your P60 or P45 (and sometimes on your payslip) and it will usually look something like 123/A56789. Your claim may be rejected by HMRC if you do not provide this correctly.

Your Employment

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)
Do you use your own vehicle for work?(Required)
NOTE: If you use your vehicle for work, i.e to see a client or travel to various places of work - please select yes.
Are you a member of a Union?(Required)
NOTE: If you are a member of a Union, you would be due a rebate of Fees you have paid for your membership.

Higher Earner/Recipient - Details

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

DD slash MM slash YYYY

Higher Earner/Recipient Income Declaration

Important Information
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 2020)?(Required)
Please select which years has your income been more than £12,570(Required)
Where has your income derived from?(Required)
IMPORTANT: To avoid delays in processing your claim - please ensure you provide the full legal name of your employer, as shown on your Payslip/P60.
DD slash MM slash YYYY
I still work here(Required)
DD slash MM slash YYYY
NOTE: Please provide an estimate of your salary over the years that you have worked
NOTE: You can find the employer PAYE reference on your P60 or P45 (and sometimes on your payslip) and it will usually look something like 123/A56789. Your claim may be rejected by HMRC if you do not provide this correctly.

Your Employment

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)
Do you use your own vehicle for work?(Required)
NOTE: If you use your vehicle for work, i.e to see a client or travel to various places of work - please select yes.
Are you a member of a Union?(Required)
NOTE: If you are a member of a Union, you would be due a rebate of Fees you have paid for your membership.

Marriage Confirmation

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

DD slash MM slash YYYY

R40 Financial Rebate

Important Information
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)
Hidden
Do you have the details of the claims, including the amount of compensation you received?(Required)
Bank/Lenders Selection

Important Information
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
Hidden

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

Maximum number of cliams reached.

Hidden

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.

 

HELP & SITE INFORMATION

  • About Us
  • Partnerships
  • Terms & Conditions
  • Privacy Policy
  • Complaints
  • Cancellation Form

CONTACT US

Telephone: 0333 444 1054
Email: overpayment@rebategateway.org
Address: 7 Bell Yard, London, WC2A 2JR

Reclaim Gateway Logo

Copyright © 2025 Rebate Gateway Limited