Student loans, Marriage Allowance, Child Benefit and childcare – worked out for your family
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Families lose thousands of pounds a year to rules that are easy to miss: a Child Benefit charge nobody mentioned, a Marriage Allowance that was never claimed, Tax-Free Childcare left on the table, or student loan overpayments that will never pay off. This workbook brings those rules together. You enter your family's incomes, pension contributions and children once, and it works out what you're entitled to, what you're paying, and what you could do about it.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Tax year, circumstances, both partners' incomes and pension contributions, and your children. Works out adjusted net income, tax, NI and the tests every other sheet uses. What you do: fill in every yellow cell.
Step 2
Your loan details, this year's repayments, the result with and without overpaying, and repayments at other incomes. What you do: enter your loan and assumptions.
Step 3
The year-by-year workings to write-off for both scenarios and any postgraduate loan, plus the 'other incomes' projections. What you do: optional: change the ten test incomes in the yellow cells.
Step 4
Eligibility and value this year, and a backdating table for the previous four years. What you do: enter earlier years' incomes.
Who it is for
Quick start
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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