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TonyTax
TonyTax, Tax Consultant
Category: Tax
Satisfied Customers: 15917
Experience:  Inc Tax, CGT, Corp Tax, IHT, VAT.
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My DOB is 19/12/1932. No age related personal allowance is

Resolved Question:

My DOB is 19/12/1932. No age related personal allowance is mentioned on my Annual Tax Summary for 2014-15. My NI no is ZM 93 58 14 C and my tax ref is 948/401. Am I eligible for this personal allowance?
Submitted: 1 year ago.
Category: Tax
Expert:  TonyTax replied 1 year ago.
Hi.
Can you tell me what your income level for 2014/15 was and whether you are married or in a civil partnership please.
Customer: replied 1 year ago.
Income after tax is £42,465.66. I am married, Wife's DOB 12/5/1934.
Expert:  TonyTax replied 1 year ago.
Thanks.
Leave this with me while I draft my answer.
Customer: replied 1 year ago.
No telephone conversation needed if your answer is straight forward.
Expert:  TonyTax replied 1 year ago.
Hi again.
Your income in 2014/15 was too high for the age allowance which was withdrawn at the rate of £1 for every £2 of income over £27,000 until the basic personal allowances is reached. Look here for more information on that:
https://www.gov.uk/government/publications/tax-and-tax-credit-rates-and-thresholds-for-2015-16/tax-and-tax-credit-rates-and-thresholds-for-2015-16
You will be entitled to the minimum married couples' allowance for 2014/15 which should reduce your tax by £322. Use the calculator here to check:
https://www.gov.uk/calculate-married-couples-allowance
Call the tax office if you don't think you have been given the married couple's allowance for 2014/15 or 2015/16.
I hope this helps but let me know if you have any further questions.
TonyTax and other Tax Specialists are ready to help you
Customer: replied 1 year ago.
Thank you for your reply and the required information, which is very useful for my wife and myself, M.A.Cole
Expert:  TonyTax replied 1 year ago.
Thanks.

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