steve_b_wales Posted November 25, 2020 Report Share Posted November 25, 2020 My wife has 'retired' from work, and is not claiming any type of benefit, despite being 60 years old. This may be a daft question, but could her tax free allowance be transferred to me, even though she isn't in employment? Quote Link to comment Share on other sites More sharing options...
AVB Posted November 25, 2020 Report Share Posted November 25, 2020 15 minutes ago, steve_b_wales said: My wife has 'retired' from work, and is not claiming any type of benefit, despite being 60 years old. This may be a daft question, but could her tax free allowance be transferred to me, even though she isn't in employment? Only up to £1,250 of the allowance and only if you are a basic rate taxpayer. Quote Link to comment Share on other sites More sharing options...
steve_b_wales Posted November 25, 2020 Author Report Share Posted November 25, 2020 4 minutes ago, AVB said: Only up to £1,250 of the allowance and only if you are a basic rate taxpayer. I am a basic rate taxpayer. Thanks. Quote Link to comment Share on other sites More sharing options...
AVB Posted November 25, 2020 Report Share Posted November 25, 2020 I think it can be backdated as well. Quote Link to comment Share on other sites More sharing options...
Sciurus Posted November 25, 2020 Report Share Posted November 25, 2020 Steve, I was in exactly the same position. I did my tax return on line in September and got my tax assessment. My wife is 59 and retired 18 months ago. I did her tax assessment in October and applied to have her £1250 transferred me. Seven days later, my tax demand was reduced by £250 (20% of £1250). Well done Hmrc! Quote Link to comment Share on other sites More sharing options...
steve_b_wales Posted November 25, 2020 Author Report Share Posted November 25, 2020 2 hours ago, AVB said: I think it can be backdated as well. Thanks 1 hour ago, Sciurus said: Steve, I was in exactly the same position. I did my tax return on line in September and got my tax assessment. My wife is 59 and retired 18 months ago. I did her tax assessment in October and applied to have her £1250 transferred me. Seven days later, my tax demand was reduced by £250 (20% of £1250). Well done Hmrc! Thanks Quote Link to comment Share on other sites More sharing options...
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