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the tax advisers' benevolent fund

The charity supports other defined groups. The Tax Advisers' Benevolent Fund is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to individuals. The charity is based in London and operates in England And Wales.


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

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.

Fundraising

See where The Tax Advisers' Benevolent Fund is active and find local fundraising opportunities.

Financial Information

Latest Income
£41,082
Latest Expenditure
£18,832

Financial Efficiency

Overall Efficiency 45.8%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 45.8%
Expenditure as % of income

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£41,082£18,8320 / 17
2023£37,632£22,7840 / 17
2022£18,179£26,0600 / 15
2021£27,083£20,7410 / 10
2020£15,047£10,0150 / 12

Staff column shows: Employees / Volunteers