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TaxRobin
TaxRobin, Tax Consultant
Category: Tax
Satisfied Customers: 15441
Experience:  International tax
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My wife and I are pensioners and receive the state pension.

Customer Question

My wife and I are pensioners and receive the state pension. I also receive an additional income from a drawdown private pension.
She has no extra income and therefore does not use anywhere near her tax-free allowance.
Can some or all of this be transferred to me to reduce my tax commitment ?
Submitted: 1 year ago.
Category: Tax
Expert:  TaxRobin replied 1 year ago.
HelloIf your spouse or civil partner doesn't pay tax, she can transfer any Married Couple’s Allowance that she hasn't used because:she doesn't pay taxher tax bill isn’t high enoughFill in form 575 or ask HM Revenue and Customs (HMRC) to post you a copy.https://www.gov.uk/government/publications/income-tax-notice-of-transfer-of-surplus-income-tax-allowances-575t

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