TAXAID UK
Registered charity 1062852 · accounts filings on the Charity Commission register · also known as TAXAID
A specialist provider of free advice on tax and tax debt to the low paid, achieved through a national helpline, a website, and face-to-face services in London and major cities. Represents the low-income taxpayer to government and HMRC.
Causes: Education/training · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £111,493 for the year ended 31 March 2025, with total income of £1,226,919 and total expenditure of £1,115,426. Per the trustees' report, free reserves stood at £350,751, which the trustees consider sufficient to meet their policy target of three to six months' operating expenditure. The charity operates a defined contribution pension scheme and has no disclosed trading subsidiaries.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: three to six months’ operating expenditure (held: £351k)
“Taking into account the risks relating to the sustainability of funding, we consider that an appropriate level of free reserves is one that provides a cushion equivalent to three to six months’ operating expenditure.” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations from KPMG, where a partner is connected to a trustee
“Donations were received from KPMG, where Victoria Heard is a partner. The total of these donations amount to £51,150 (2024 - £50,000). Donations were received from Trustees during the year totalling £1,100 (2024 - £11,200). These donations were shared with Tax Volunteers. No restrictions have been attached to these donations. TaxAid UK operated the payroll on behalf of Tax Volunteers during the year. Payroll costs for the year and recharged from TaxAid UK to Tax Volunteers totalled £585,441 (2024 - £470,709). No amounts were outstanding at the year end in respect of payroll costs. During the year, net income totalling £66,858 (2024 - £85,405) was collected by TaxAid UK on behalf of Tax Volunteers. At the year end, the amount due to Tax Volunteers, included in other creditors in the financial statements, was £16,547 (2024 - £15,182). A further £nil (2024 - £21,163) included within other creditors is due to Tax Volunteers in relation to recharged shared costs and £nil (2024 - £19,373) included within debtors is due from Tax Volunteers in relation to recharged shared costs.” — page 33
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Thompson Jenner LLP. Discloses 5 of 6 completeness components.
Public fundraising profile: JustGiving — TaxAid (matched by registered charity number).
Leadership, per the charity’s website
Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.
Public profiles (found on the charity’s own website): facebook
Structured financials (annual return, FY ending 31/03/2025)
Cost of raising funds
£86k
Reported reserves equal ~3.8 months of spending — below the median for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (69% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 7.0% of total income — above the median for charities its size (5.2%) (benchmarks).
- Kevin John Nicholsonchair
- Anna Mollett · trustee of 2 other charities
- Craig Stewart Muir
- Gary John Jones · trustee of 1 other charity
- Joanna Clare Wakeman
- John Gresham Whitehead · trustee of 2 other charities
- Matthew James Ellis
- Nicholas Andrew Pheasey
Trustee list from the Charity Commission register (current, not historical).
Operates in: Northern Ireland · Scotland · Throughout England And Wales
Income and spending
Common questions
Is TAXAID UK financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £111,493 for the year ended 31 March 2025, with total income of £1,226,919 and total expenditure of £1,115,426. Per the trustees' report, free reserves stood at £350,751, which the trustees consider sufficient to meet their policy target of three to six months' operating expenditure. The charity operates a defined contribution pension scheme and has no disclosed trading subsidiaries. Its FY2025 accounts were audited by Thompson Jenner LLP.
Who funds TAXAID UK?
Funders whose own accounts filings name TAXAID UK as a grant recipient include THE PWC FOUNDATION.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with TAX VOLUNTEERS.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.