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Tax Saving for Married Couples

Essential advice if you’re married or in a civil partnership

A Tips & Advice Special Report about...

In a nutshell

This Special Report considers the tax-saving strategies for married couples and those in civil partnerships. It explains how they work and offers advice on putting them into practice to cut income tax, capital gains tax and inheritance tax bills.

In detail

Independent taxation for married couples was introduced in 1990. It brought new tax planning opportunities but also a tougher approach from HMRC to tax avoidance. This Special Report describes how couples can save tax and NI through legitimate use of the general tax system and the special rules that apply to them. It explains:

  • How to successfully split business income to reduce tax and NI
  • Which methods work best for various business structures
  • How to transfer unearned income to maximise tax savings
  • The capital gains tax pros and cons of transferring assets
  • The special rules for years of marriage and separation
  • Simple estate and inheritance tax planning

We've created this Tips & Advice Special Report especially for... 

Everyone who’s married or in a civil partnership and wants to:

  • Get the most out of the special tax rules that apply to couples

Advisors that want to:

  • Provide their clients with the best possible tax-saving advice

You'll get the following free extras with this Tips & Advice Special Report... 

An online service with ready-to-use documents

  • To immediately apply our advice and solutions in practice
  • That you can easily adapt to suit your own requirements

In this Tips & Advice Special Report you'll read about...

General tax issues for married couples and civil partners

Business income



Other tax planning for business-related income

Unearned income and tax reliefs and allowances

Capital gains tax

Inheritance tax

Stamp duty land tax, land and buildings transaction tax and
land transaction tax



Appendix 1 - UK tax rates and rate bands

Appendix 2 - PAYE tax and NI rules for casual work

Appendix 3 - Partnership Act 1890 - sections 1-3

Appendix 4 - Tax and NI-free benefits in kind and employment expenses

Appendix 5 - Assets within the scope of capital gains tax

You can choose from the following options...


  • The hard copy version
  • Keep it on your desk or use it whenever you're offline


  • The PDF-version
  • Delivered to your inbox

Take a look at your options below.

Printed version
Online service



Printed version




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Special subscribers' offer



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Standard offer




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