tax volunteers

The charity supports elderly people and other defined groups. Tax Volunteers is a registered charity whose purpose is education and training. It delivers its work by providing services. The charity is based in Dorset and operates in England And Wales, Scotland, and Northern Ireland.

This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

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.

Fundraising

See where Tax Volunteers is active and find local fundraising opportunities.

Region

England And Wales

Country

Scotland Northern Ireland

Financial Information

Latest Income

£757,292

Latest Expenditure

£742,399

Financial Efficiency

Program Ratio 92.5%

% of income going directly to charitable activities

Overall Efficiency 94.3%

% of expenditure going to programs (vs overhead)

Administrative Ratio 12.1%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £606,887

Charitable Activities £147,658

Other Trading £0

Investments £2,747

Other Income £0

Expenditure Categories

Charitable Expenditure £700,305

Raising Funds £42,094

Governance £47,928

Grants to Institutions £0

Other Expenditure £0

Financial Trend

Annual Returns

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2024	£757,292	£742,399	£700,305	£467,837	£352,442	21 / 200
2023	£766,634	£780,891	£741,729	£452,944	£440,223	23 / 200
2022	£688,167	£648,024	£611,300	£467,201	£466,130	24 / 400
2021	£870,357	£737,600	£681,914	£427,058	£430,000	16 / 319
2020	£825,905	£819,087	£765,647	£294,301	£30,000	23 / 420