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The Tax Advisers' Benevolent Fund

Provide assistance by way of information, support and grants to members and former members of the Chartered Institute of Taxation (CIOT) and the Association of Taxation Technicians (ATT) and their dependants who are in need. Provide grants to CIOT and ATT students who are unable to afford the fees payable and certain other costs necessary in order to sit the examinations.

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Activities & Mission

Provide assistance by way of information, support and grants to members and former members of the Chartered Institute of Taxation (CIOT) and the Association of Taxation Technicians (ATT) and their dependants who are in need. Provide grants to CIOT and ATT students who are unable to afford the fees payable and certain other costs necessary in order to sit the examinations.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£48,263
Latest Expenditure
£45,785

Financial Efficiency

Overall Efficiency 94.9%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 94.9%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£48,263
£45,7850 / 19
2024
£41,082
£18,8320 / 17
2023
£37,632
£22,7840 / 17
2022
£18,179
£26,0600 / 15
2021
£27,083
£20,7410 / 10

Staff column shows: Employees / Volunteers

Frequently asked questions about The Tax Advisers' Benevolent Fund

What does The Tax Advisers' Benevolent Fund do?

Provide assistance by way of information, support and grants to members and former members of the Chartered Institute of Taxation (CIOT) and the Association of Taxation Technicians (ATT) and their dependants who are in need. Provide grants to CIOT and ATT students who are unable to afford the fees payable and certain other costs necessary in order to sit the examinations.

How much income did The Tax Advisers' Benevolent Fund report in 2025?

The Tax Advisers' Benevolent Fund reported total income of £48k and reported expenditure of £46k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Tax Advisers' Benevolent Fund registered as a charity?

The Tax Advisers' Benevolent Fund was registered with the Charity Commission for England and Wales on 5 October 1995 as charity number 1049658. It has been registered for 31 years.

Who runs The Tax Advisers' Benevolent Fund?

The Tax Advisers' Benevolent Fund is governed by a board of 1 trustee. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Tax Advisers' Benevolent Fund operate?

The Tax Advisers' Benevolent Fund operates in England And Wales, as recorded in its Charity Commission filing.

Is The Tax Advisers' Benevolent Fund a registered charity?

Yes — The Tax Advisers' Benevolent Fund is a registered charity in England and Wales, charity number 1049658.

Details

Address
30 Monck Street
LONDON
SW1P 2AP
Registration Date
5 October 1995
Status
Registered

Registry Information

Organisation Number
1049658
Charity Number
1049658

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Trustees

THE WORSHIPFUL COMPANY OF TAX ADVISERS

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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