THE ASSOCIATION OF TAXATION TECHNICIANS
1. Setting and administering tax examinations to become a Taxation Technician. 2. Giving advice to government departments on proposed and enacted tax legislation. 3. Protecting the public by monitoring Taxation Technicians compliance with regulations. 4. To prevent crime
Financial health, per its FY2025 accounts
The accounts state that the charity achieved an operating gain of £134,000 and total unrestricted reserves of £6,703,000 at the end of the year. The trustees report that reserves are sufficient to support future sustainability, with actual reserves exceeding the targeted level by £652,000. The going concern assessment confirms adequate resources for the foreseeable future.
What the accounts disclose
“The Lay Public Interest Council Observer receives remuneration, and their remuneration for the year was £2,281 (2024: £2,358).”
“The total allocation for the year is £2,363,407 (2024: £1,814,057) and the balance outstanding due from the Institute to the Association at the balance sheet date was £9,482”
“The Lay Public Interest Council Observer receives remuneration, and their remuneration for the year was £2,281 (2024: £2,358).”
“The total allocation for the year is £2,363,407 (2024: £1,814,057) and the balance outstanding due from the Institute to the Association at the balance sheet date was £9,482”
“The Lay Public Interest Council Observer receives remuneration, and their remuneration for the year was £2,281 (2024: £2,358).”
“The total allocation for the year is £2,363,407 (2024: £1,814,057) and the balance outstanding due from the Institute to the Association at the balance sheet date was £9,482”
Structured financials (annual return, FY ending 31/12/2025)
Trustees
- Barry David JEFFERDchair
- Connor Louis Whelan
- David Bradshaw
- Eleanor Theochari
- Graham Batty
- JACQUELINE LESLEY HALL
- JONATHAN STRIDE
- Jamie Hooper
- Jonathan David Yeomans
- Mehran Iqbal
- Oluwatoyin OYENEYIN
- Paul Bartlett
- Paul Benton
- Rehana Oumme Banin Oozeerally
- Richard Freeman
- Simon James Groom
- Thomas Donald Wallace
- Tracy Lewis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £4.4m | £4.2m |
| 31/12/2024 | £4.2m | £3.7m |
| 31/12/2023 | £3.9m | £2.9m |
| 31/12/2022 | £3.4m | £2.5m |
| 31/12/2021 | £3.4m | £2.5m |
Common questions
Is THE ASSOCIATION OF TAXATION TECHNICIANS financially healthy?
Per its FY2025 accounts: The accounts state that the charity achieved an operating gain of £134,000 and total unrestricted reserves of £6,703,000 at the end of the year. The trustees report that reserves are sufficient to support future sustainability, with actual reserves exceeding the targeted level by £652,000. The going concern assessment confirms adequate resources for the foreseeable future. Its FY2025 accounts were audited by UHY Hacker Young.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE STEVE MORGAN FOUNDATION | 1 | £371k |
| SMALLWOOD TRUST | 1 | £184k |
| THE CHARTERED INSTITUTE OF TAXATION | 1 | £120k |
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | 1 | £14k |
| SCHRODER CHARITY TRUST | 1 | £5k |
| CHARLES S FRENCH CHARITABLE TRUST | 1 | £3k |
| THE INMAN CHARITY | 1 | £2k |
Charities like this
- THE CHARTERED INSTITUTE OF TAXATION
- THE ASSOCIATION OF ACCOUNTING TECHNICIANS
- TAX VOLUNTEERS
- ASSOCIATION OF CHURCH ACCOUNTANTS AND TREASURERS
- THE CERTIFIED ACCOUNTANTS EDUCATIONAL TRUST
- LITTLE GIVING
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ASSOCIATION OF TAXATION TECHNICIANS | £4.4m | — | — | unclear | — | no doubt |
| THE CHARTERED INSTITUTE OF TAXATION | £12.1m | — | — | unclear | — | no doubt |
| THE ASSOCIATION OF ACCOUNTING TECHNICIANS | £35.2m | — | — | unclear | — | no doubt |
| TAX VOLUNTEERS | £933k | — | 0 | unclear | — | not going concern |
| ASSOCIATION OF CHURCH ACCOUNTANTS AND TREASURERS | £156k | Under £60,000 | 0 | within | — | no doubt |
| THE CERTIFIED ACCOUNTANTS EDUCATIONAL TRUST | £297k | — | 0 | above | — | no doubt |