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the chartered institute of taxation

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Activities & Mission

As an educational charity, we work to improve the administration and practice of taxation to the benefit of all affected by it: protecting the public by monitoring Chartered Tax Advisers' compliance with regulations; setting and administering tax examinations; advising government on proposed and enacted tax legislation; giving general tax education on websites; and making grants for tax research.

Fundraising

See where The Chartered Institute Of Taxation is active and find local fundraising opportunities.

Financial Information

Latest Income
£11,301,708
Latest Expenditure
£11,545,822

Financial Efficiency

Program Ratio 101.8%
% of income going directly to charitable activities
Overall Efficiency 99.7%
% of expenditure going to programs (vs overhead)
Administrative Ratio 0.7%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £35,000
Charitable Activities £10,886,898
Other Trading £44,084
Investments £335,726
Other Income £0

Expenditure Categories

Charitable Expenditure £11,505,860
Raising Funds £39,962
Governance £46,533
Grants to Institutions £90,000
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£11,301,708£11,545,822£11,505,860£10,126,975£10,108,97595 / 732
2023£10,682,579£10,060,783£10,021,487£9,854,477£9,854,47788 / 750
2022£9,881,932£9,080,636£9,059,113£8,811,826£8,811,82685 / 700
2021£9,818,325£8,283,576£8,267,904£8,079,707£8,079,70781 / 750
2020£8,299,499£7,675,602£7,660,870£6,375,218£6,375,21883 / 760

Staff column shows: Employees / Volunteers

Details

Address
Chartered Institute of Taxation
30 Monck Street
LONDON
SW1P 2AP
Registration Date
19 May 1994
Status
Registered

Registry Information

Organisation Number
1037771
Charity Number
1037771

Trustees

GARY JAMES ASHFORD
JOHN EDWARD BARNETT
PETER CYRIL RAYNEY
JONATHAN CHARLES RILEY
Susan Mary Howarth
NICHOLA ANNE LUCK
PAUL STEPHEN APLIN
Nikhil Vasant Mehta
Charlotte Mary Barbour
Christopher Shrubsole
Sarah Hewson
Joanna Bello-Fuentes
Muhammad Mobeen-Ul-Anwar Ismail
Alistair John Cliff
Xiaoshan Sun
Sofia Thomas

Sectors & Classifications

Also Known As

  • CHARTERED INSTITUTE OF TAXATION
  • CIOT