TAX VOLUNTEERS

Registered charity 1102276 · accounts filings on the Charity Commission register · also known as TAX HELP FOR OLDER PEOPLE

The provision of tax advice and related services to those that are unable to pay professional fees, in particular the elderly. To carry out research into the impact of taxation on the poor and to educate the public on those and related issues.

Causes: Education/training · The Prevention Or Relief Of Poverty · website · Get email alerts

Latest income

£933k

Latest spending

£1.4m

Registered

2004

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity ceased operations on 30 June 2025 following a merger with TaxAid UK, resulting in financial statements prepared on a break-up basis rather than a going concern basis. During the final 15-month period, the charity reported a net expenditure of £467,837 against total income of £933,348, with unrestricted reserves of £265,369 transferred to the merged entity.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Going concern: accounts NOT prepared on a going-concern basis (closing, merging or winding up)

“These financial statements have not been prepared on a going concern basis. On 30 June 2025, the charity merged with Tax Aid UK by a transfer of assets and liabilities, and ceased to operate as an independent entity from that date.” — page 19

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Payroll costs recharged from TaxAid UK to Tax Volunteers

“TaxAid UK, a related party by virtue of shared CEO, Valerie Boggs, operated the payroll on behalf of Tax Volunteers during the period in relation to employees held on joint employment contracts. Payroll costs for the period and recharged from TaxAid UK to Tax Volunteers totalled £750,968 (2024 - £470,709). No amounts were outstanding at the period end in respect of payroll costs.” — page 34

“During the period, income totalling £68,329 (2024 - £85,405) was collected by TaxAid UK on behalf of Tax Volunteers in connection with the Bridge The Gap fundraising initiative.” — page 34

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Income collected by TaxAid UK on behalf of Tax Volunteers

“TaxAid UK, a related party by virtue of shared CEO, Valerie Boggs, operated the payroll on behalf of Tax Volunteers during the period in relation to employees held on joint employment contracts. Payroll costs for the period and recharged from TaxAid UK to Tax Volunteers totalled £750,968 (2024 - £470,709). No amounts were outstanding at the period end in respect of payroll costs.” — page 34

“During the period, income totalling £68,329 (2024 - £85,405) was collected by TaxAid UK on behalf of Tax Volunteers in connection with the Bridge The Gap fundraising initiative.” — page 34

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Donations from trustees

“TaxAid UK, a related party by virtue of shared CEO, Valerie Boggs, operated the payroll on behalf of Tax Volunteers during the period in relation to employees held on joint employment contracts. Payroll costs for the period and recharged from TaxAid UK to Tax Volunteers totalled £750,968 (2024 - £470,709). No amounts were outstanding at the period end in respect of payroll costs.” — page 34

“During the period, income totalling £68,329 (2024 - £85,405) was collected by TaxAid UK on behalf of Tax Volunteers in connection with the Bridge The Gap fundraising initiative.” — page 34

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Thompson Jenner LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 30/06/2025)

Total income

£933k

Total spending

£1.4m

Cost of raising funds

£62k

Reserves (reported)

£0

Employees

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (80% 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: 6.6% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

ANNA MOLLETTchair · trustee of 2 other charities
Angela Marie Cullimore-Todd
Craig Stewart Muir
Gary John Jones · trustee of 1 other charity
Joanna Clare Wakeman
John Gresham Whitehead · trustee of 2 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year end	Income	Spending
30/06/2025	£933k	£1.4m
31/03/2024	£757k	£742k
31/03/2023	£767k	£781k
31/03/2022	£688k	£648k
31/03/2021	£870k	£738k

Common questions

Is TAX VOLUNTEERS financially healthy?

Per its FY2025 accounts: The accounts state that the charity ceased operations on 30 June 2025 following a merger with TaxAid UK, resulting in financial statements prepared on a break-up basis rather than a going concern basis. During the final 15-month period, the charity reported a net expenditure of £467,837 against total income of £933,348, with unrestricted reserves of £265,369 transferred to the merged entity. Its FY2025 accounts were audited by Thompson Jenner LLP.

Who funds TAX VOLUNTEERS?

Funders whose own accounts filings name TAX VOLUNTEERS as a grant recipient include THE CHARTERED INSTITUTE OF TAXATION, THE ASSOCIATION OF TAXATION TECHNICIANS, SCHRODER CHARITY TRUST, CHARLES S FRENCH CHARITABLE TRUST, THE INMAN CHARITY.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
THE CHARTERED INSTITUTE OF TAXATION	FY2025	£30k	Grants payable to tax charities, other charities and individuals to help meet the core operating costs of providing free tax advice to persons who cannot afford
THE CHARTERED INSTITUTE OF TAXATION	FY2024	£30k	Grants payable to tax charities, other charities and individuals to help meet the core operating costs of providing free tax advice to persons who cannot afford
THE CHARTERED INSTITUTE OF TAXATION	FY2022	£30k	Grants payable to tax charities, other charities and individuals to help meet the core operating costs of providing free tax advice to persons who cannot afford
THE CHARTERED INSTITUTE OF TAXATION	FY2023	£30k	Grants payable to tax charities, other charities and individuals to help meet the core operating costs of providing free tax advice to persons who cannot afford
THE ASSOCIATION OF TAXATION TECHNICIANS	FY2022	£13k	Grants payable to tax and other charities to help meet the core operating cost of providing free tax advice to persons who cannot afford to pay for professional
SCHRODER CHARITY TRUST	FY2025	£5k
CHARLES S FRENCH CHARITABLE TRUST	FY2024	£3k
THE INMAN CHARITY	FY2024	£2k	General

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
Postcode Lottery	03/04/2023	£25k	Unrestricted Funding
UK government	01/04/2021	£270k	HMRC Grant Funding
UK government	01/04/2021	£300k	HMRC Grant Funding
UK government	01/04/2021	£272k	HMRC Grant Funding
UK government	01/04/2020	£270k	HMRC Grant Funding
UK government	01/04/2019	£314k	HMRC Grant Funding
UK government	01/04/2018	£340k	HMRC Grant Funding
The National Lottery Community Fund	11/06/2014	£9k	Tax Training Videos
City Bridge Foundation	15/05/2014	£3k	Grant to Tax Volunteers
The National Lottery Community Fund	04/05/2005	£254k	TaxHelp for Older People (TOP)
The National Lottery Community Fund	14/09/2004	£5k	Tax Advice
The National Lottery Community Fund	23/08/2004	£5k	expansion to North West
UK government	—	£340k	HMRC Grant Funding

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.

Funder	Similar charities funded	Amount to them
LONDON LEGAL SUPPORT TRUST	1	£197k
MOTABILITY	1	£121k
THE PWC FOUNDATION	1	£66k
Army Benevolent Fund	1	£53k
THE ADRIAN SWIRE CHARITABLE TRUST	1	£38k
THE FORTE CHARITABLE FOUNDATION	1	£35k
THE MRS SMITH AND MOUNT TRUST	1	£8k
THE TOTTENHAM GRAMMAR SCHOOL FOUNDATION	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with TAXAID UK.

TAXAID UK income £1.2m
THE CHARTERED INSTITUTE OF TAXATION income £12.1m
TAXI CHARITY FOR MILITARY VETERANS income £325k
CARIS HARINGEY income £162k
THE ADVICE SERVICES ALLIANCE income £149k
SUTTON BOROUGH VOLUNTEER BUREAU income £1.0m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
TAX VOLUNTEERS	£933k	—	0	unclear	—	not going concern
TAXAID UK FY2025	£1.2m	—	0	within	—	no doubt
THE CHARTERED INSTITUTE OF TAXATION FY2025	£12.1m	—	—	unclear	—	no doubt
TAXI CHARITY FOR MILITARY VETERANS FY2025	£325k	—	0	above	—	no doubt
CARIS HARINGEY FY2025	£162k	—	0	unclear	—	not going concern
THE ADVICE SERVICES ALLIANCE FY2025	£149k	—	0	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.