Recently Married Couples

If you are recently married, it can be more beneficial to be jointly assessed for tax purposes. This is especially the case when one spouse earns more than the other spouse.

Joint Assessment/Aggregation

Joint Assessment is usually the most favorable basis of assessment for a couple in a marriage. One of the spouses, the assessable spouse, assumes the responsibility for the joint tax liability. The other spouse is called the non-assessable spouse. Generally, Joint Assessment is beneficial if one spouse has a higher income than the other spouse. For example, if you have got married recently and you earn approximately €45,000 per annum and your spouse earns €20,000 p/a, by us bringing you together for the purpose of taxation it can benefit both spouses.

Taxation with regard to being separately assessed or jointly assessed as a married couple can be complicated and requires detailed calculation to establish what the best option for each client is. Contact us by phone or email and we can advise you on the best option for you and your spouse.

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