ipc

Still waiting for a response to my most recent post, in which I reference the Marriage Allowance section of the HMRC Self Assessment Tax Return notes (SA150). This document refers to the “plus up to £6,000 in savings interest”, this detail is absent from the data in the Marriage Allowance link referenced by HMRC Admin 25. Thank you

Thank for the reply, We are aware of the Marriage Allowance link you provided, however SA150 Tax Return Notes Page TRG 13 contains the following: Marriage Allowance If your earnings from 6 April 2023 to 5 April 2024 were less than £12,570 (plus up to £6,000 in savings interest), you could benefit as a couple if you transfer £1,260 of your personal allowance. Given the above we are confused by, ‘If she now needs this, then there is no financial benefit to the transfer:’ What am I not understanding?

We are non-residents wanting to continue claiming marriage allowance, my wife makes the transfer. Her income now exceeds the Personal Allowance (£12,427) due to bank interest income which is less than £1000. Can we continue with the marriage allowance transfer?