THE ASSOCIATION OF TAXATION TECHNICIANS
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?
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 |
|---|---|---|
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | 1 | £4k |