TaxAid

What TaxAid does

TaxAid is a UK registered charity (no. 1062852) and company limited by guarantee, founded in 1992, that provides free, confidential tax advice to individuals who cannot afford professional tax services. Its primary beneficiaries are people on low incomes or those with health issues or difficult personal circumstances, supported through a national helpline (0345 120 3779), telephone appointments, and a comprehensive public tax information website covering Self Assessment, PAYE, pensions, tax debt, and HMRC correspondence. In June 2025, TaxAid merged with Tax Help for Older People to form a single entity serving beneficiaries of all ages under the TaxAid brand, with operational expansion to Bridport alongside its London headquarters.

The service is delivered by a combination of paid staff (1-10) and trained volunteers using Salesforce CRM for case management, IRIS Elements tax software for calculations, and gForm for HMRC appeal submissions. The organisation does not charge end users; instead it is funded by public donations (one-off, regular, and bequests), corporate partnerships, and fundraising events. Named corporate partners include Aviva (5+ year referral relationship with dedicated landing page and direct dial for pension policyholders), Rothesay (dedicated policyholder support page), and the Big Four accounting firms (Deloitte, EY, KPMG, PwC) supplying corporate partner resources. Charity-sector referral partnerships supplement direct acquisition.

TaxAid's reach and impact have scaled materially: 18,052 people helped in FY2024/25, £1.2m in client tax savings, 98% beneficiary satisfaction, and a 58% increase in demand across 2021-2024. The charity won the Tolley's Taxation Award for Outstanding Contribution to Taxation by a Not-for-profit Organisation (2025-2026) and holds the Fundraising Regulator badge. Leadership transitioned in October with the appointment of Leon Ward as CEO, recruited from the charity Money Ready to lead the post-merger organisation.

Name

TaxAid

Legal name

TaxAid UK

Website

https://taxaid.org.uk

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Charitable Tax Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Social Assistance (624)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Taxpayer Services, Education & Outreach (BPAIADAM), Tax Return Filing, Processing & Assessment (BPAIADAC)

Keywords

• Tax advisory services
• Charitable tax help
• Tax debt advice
• Self assessment support
• Pension tax guidance

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Donations: TaxAid is a registered UK charity (no. 1062852) that relies on public donations including one-off and regular donations, as well as bequests left in wills.
2. Corporate partnerships: Corporate partnerships where businesses support the charity's work, potentially through referrals or funding.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

TaxAid is a UK registered charity that provides free, confidential tax advice and practical support to people who cannot afford professional tax help. It operates a national telephone helpline and a comprehensive tax information website covering Self Assessment, PAYE, tax debt and penalties, pension taxation, Simple Assessment, and Making Tax Digital. Services are delivered by trained staff and volunteers and are restricted to individuals on low incomes or facing health and personal barriers.

Product overview

TaxAid is a UK registered charity (no. 1062852) providing free professional tax advice to people who can't afford it. The organization operates a helpline service staffed by trained volunteers, supplemented by a comprehensive tax information website. Services cover Self Assessment tax returns, PAYE and tax codes, tax debt problems, pension taxation, and Making Tax Digital guidance. In June 2025, TaxAid merged with Tax Help for Older People to create a stronger unified charity serving people of all ages with tax problems.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advice Helpline Free telephone helpline providing practical help and peace of mind for people with tax problems who can't afford professional advice, covering tax bills, penalties, Self Assessment, and tax on earnings, income and pensions.
• Tax Information Website Comprehensive online resource providing free tax information and advice covering Self Assessment, PAYE, tax debt, pensions, Making Tax Digital, and other tax topics for individuals and small businesses.
• Self Assessment Tax Return Advice Guidance covering Self Assessment registration, filing, deadlines, penalties, tax calculations, and payment advice for individuals with complex UK tax situations.
• Simple Assessment Guidance Information and advice on HMRC's Simple Assessment process for people who don't complete Self Assessment tax returns, including guidance on PA302 letters and payment options.
• Tax Debt Support Practical assistance for people struggling with tax bills and penalties, including guidance on payment plans, HMRC communication, and debt recovery options.
• Pension Tax Advice Free tax advice for pensioners covering State Pension taxation, occupational pensions, pension flexibility, and cashing in pension pots, including refund claim forms such as P55, P53z, and P53.
• Tax Calculator Online tool linking to HMRC's tax checker for checking whether tax paid is correct, with recommendations for further reading on income tax and employee pages.

Quantifiable outcome

• 18,052 people helped annually (2024/25)
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Tax Help for Older PeoplecoreStrategic or Co-development Partner · 1 June 2025TaxAid and Tax Help for Older People, the two leading UK tax advice charities, merged on 01/06/2025. The merged entity operates under the TaxAid name to deliver the shared mission of helping people of all ages get help with tax.
• AvivacoreGTM or Marketing PartnerTax Help for Older People (now merged with TaxAid) and Aviva have been working together for more than five years. Aviva refers policyholders to TaxHelp via a dedicated direct line, warm handovers, email, and a TaxHelp landing page on Aviva's website. TaxHelp staff advise on pension flexibility taxation, help calculate actual tax due, assist with refund claim forms (P55, P53z, P53), and assess other entitlements such as marriage allowance and blind person's allowance. Monthly review meetings are held to assess call volumes, referral trends, and client feedback.
• DeloitteminorOthersDeloitte provides materials and resources for TaxAid's corporate partner resources section.
• EYminorOthersEY provides materials and resources for TaxAid's corporate partner resources section.
• KPMGminorOthersKPMG provides materials and resources for TaxAid's corporate partner resources section.
• PwCminorOthersPwC provides materials and resources for TaxAid's corporate partner resources section.
• RothesayminorOthersA dedicated page on TaxAid's website for Rothesay policyholders, indicating a specific support relationship for pension policyholders of the Rothesay insurance company.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Regional players

• Law Centres Network: UK network of locally funded law centres providing free legal advice (including some tax-related matters) to people on low incomes. Comparable free-of-charge advice charity model with local-regional rather than national specialisation in tax.

Direct peers

• StepChange Debt Charity: UK charity providing free debt advice to people in financial difficulty. Directly comparable funding model (donations + corporate partners), volunteer-assisted delivery, and beneficiary profile that overlaps with TaxAid's low-income client base.
• Citizens Advice: UK's largest generalist advice charity, providing free help including tax advice to people on low incomes. Closest direct comparator to TaxAid given similar eligibility-screened, free, volunteer-supported advice delivery model.
• Low Incomes Tax Reform Group (LITRG): UK organisation focused on improving the tax system for those on low incomes, working alongside TaxAid. Direct peer given its specialisation in low-income tax issues and proximity to TaxAid's policy and advice work.
• National Debtline: Free, confidential debt advice service for people in the UK, operated by the Money Advice Trust. Closely comparable free helpline/advice delivery model and beneficiary overlap with TaxAid's low-income clients.
• Christians Against Poverty (CAP): UK charity offering free debt counselling and money management coaching, funded via donations and church/corporate partnerships. Comparable in terms of free-to-client delivery, charity brand, and reliance on a national helpline.
• Money Advice Trust: UK charity that runs National Debtline and Business Debtline, providing free debt advice. Direct peer given similar volunteer-led, free-of-charge advice model for financially vulnerable individuals.

Broad incumbents

• Advice UK: UK membership body for independent advice charities. Comparable in funding structure and beneficiary base, and a likely referral partner; broader in scope as it is an infrastructure body rather than a direct service provider.
• Money and Pensions Service (MoneyHelper): UK government-backed body providing free, impartial money and pensions guidance. Broader incumbent offering overlapping capabilities (free guidance, helpline, online content) but covering a wider portfolio beyond tax-only.

Emerging players

• Shelter: UK housing charity that also provides advice on welfare benefits and related tax issues. Partial overlap with TaxAid where housing-tax interactions (e.g., rental income tax) arise for low-income clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/TaxAidUK
• LinkedInlinkedin.com/company/taxaid

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TaxAid