Charity Tax Group

What Charity Tax Group does

Charity Tax Group (CTG) is a UK membership organization that advocates on charity tax policy and provides technical guidance to registered charities. Founded in 1982 as the Charities' Tax Reform Group and rebranded to CTG in 2007, the organization serves over 650 member charities of all sizes and activity types, addressing tax topics including VAT, Gift Aid, business rates, employment taxes, income and corporate taxes, and Community Infrastructure Levy. CTG runs VAT and Gift Aid working groups (the Gift Aid Working Group exceeds 80 charities) and the Future of Gift Aid project with HMRC and intermediaries such as JustGiving and Streeva, and engages directly with HM Treasury and HMRC through regular meetings on policy, consultations, and Budget representations.

CTG's core product is its 'taxopedia' — a comprehensive online resource library organized by tax type and activity, supplemented by a monthly newsletter, email support helpline, expert insight webinars, and an annual tax conference featuring keynote speakers from Treasury. The technology stack is content-and-policy rather than software-driven: a WordPress website (charitytaxgroup.org.uk), LinkedIn and Twitter presence, and email-based member services. The organization has no proprietary software, mobile app, API, or AI product.

The revenue model is voluntary membership contributions from UK charities, supplemented by donations and event-related income; pricing is voluntary and not publicly disclosed. With 1-10 staff and lifetime running costs of approximately £2 million over 40+ years, CTG operates as a lean membership body. Governance is provided by a Chairman (John Hemming of the Wellcome Trust since 2011), Vice Chairman Richard Bray, Director (former: Helen Donoghue OBE), and Technical Adviser Graham Elliott. In December 2025, the organization appointed its first Chief Executive, Luke Hall, a former Minister, signaling an organizational professionalization phase.

Name

Charity Tax Group

Legal name

Charity Tax Group

Website

https://charitytaxgroup.org.uk

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

Charity Tax Group is a UK membership organization of 650+ charities that advocates on charity taxation with HM Treasury and HMRC, publishes an online 'taxopedia' covering all UK charity tax topics, and runs working groups, webinars, and an annual tax conference.

Ownership category

akta.pro rank

Product category

Charity Tax Advisory Services

NAICS

Social Advocacy Organizations (8133)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Taxpayer Services, Education & Outreach (BPAIADAM)

Keywords

• Charity tax advocacy
• Tax guidance services
• Policy advisory services
• Charitable sector support
• Tax compliance resources

Headquarters

HQ city

Chippenham

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Voluntary Membership Contributions: CTG operates on voluntary membership payments from charities. Membership benefits include regular updates, access to technical helplines, exclusive events, seminars, and meetings with government officials.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Charity Tax Group (CTG) is a UK membership organization that advocates on tax issues affecting the charity sector and provides comprehensive tax guidance, resources, and support services to its member charities. Its core offering is an extensive online taxopedia covering VAT, Gift Aid, business rates, income and corporate taxes, employment taxes, and other tax matters, supplemented by an email support service, VAT and Gift Aid working groups, expert insight training sessions, a monthly newsletter, and an annual Tax Conference. CTG engages directly with HMRC and HM Treasury through regular meetings and policy consultations to influence tax policy on behalf of UK charities.

Product overview

Charity Tax Group (CTG) is a membership organization that provides a comprehensive suite of tax guidance, resources, and support services for UK charities. The core offering is its extensive online tax guidance covering all tax types affecting charities, including VAT, Gift Aid, business rates, income/corporate taxes, employment taxes, and more. This is supplemented by expert insight sessions (webinars), practical working groups on VAT and Gift Aid issues, a monthly newsletter, email support services, and annual events including a tax conference. CTG functions as an advocacy and advisory organization rather than a software product company.

Differentiator

Problem solved

Functional benefit

Products and services

• Charity Tax Guidance and Resources (Taxopedia) Comprehensive online tax guidance library for UK registered charities covering VAT, Gift Aid, business rates, income and corporate taxes, employment taxes, capital gains tax, inheritance tax, stamp duty, import duties, and other tax matters specific to the charity sector.
• Email Support Service Dedicated email-based technical helpline where member charities can submit charity tax queries and receive assistance from CTG's Technical Adviser and policy team.
• VAT and Gift Aid Working Groups CTG-organised practical issues working groups (notably the Gift Aid Working Group and VAT group) where charity staff share best practice, discuss emerging tax issues, and feed back to HMRC and HMT officials. The Gift Aid Working Group has grown to over 80 charities.
• Expert Insight Sessions Training sessions and webinars delivered by CTG on practical charity tax topics, including implications of policy changes, Gift Aid, VAT, business rates, and employment tax considerations, aimed at charity finance professionals.
• Annual Tax Conference and Events Events programme centred on an annual Tax Conference with keynote speeches from HM Treasury and HMRC officials, alongside expert updates on charity taxation and opportunities for member engagement.
• Monthly Newsletter Monthly newsletter titled 'what you need to know about charity tax' providing regular tax updates and guidance aimed at general charity finance professionals.

Quantifiable outcome

• Saved UK charities over £8.3 billion in tax over 35+ years
• +4 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core and minor.

• Future of Gift Aid Project (Charities, HMRC, Intermediaries)coreStrategic or Co-development Partner · 1 May 2019CTG-led initiative involving charities, HMRC and intermediaries (including JustGiving and Streeva) working together to harness new technology and data sharing capabilities to maximize Gift Aid claims. The project aims to unlock £560m of unclaimed Gift Aid annually and reduce £180m of Gift Aid claimed in error.
• Gift Aid Working GroupcoreStrategic or Co-development Partner · 1 January 2014CTG-established working group enabling charity staff to discuss topical Gift Aid issues and promote best practice. Grown to over 80 charities, serves as vital sounding board for HMRC and HMT officials on emerging issues.
• European Charities' Committee on VAT (ECCVAT)coreStrategic or Co-development Partner · 1 January 1992European advocacy coalition founded in 1992, chaired by Adrian Randall, focused on addressing VAT problems for charities at EU level and promoting cross-border giving.
• Charity Retail AssociationminorStrategic or Co-development PartnerCollaboration with Charity Retail Association on Retail Gift Aid scheme simplifications, including securing £20 de minimis limit for annual donor letters.
• HMRC (His Majesty's Revenue and Customs)coreStrategic or Co-development PartnerRegular engagement with HMRC on charity tax policy, guidance development, consultation responses, and working groups. CTG has direct regular meetings with HMRC officials.
• HM TreasurycoreStrategic or Co-development PartnerDirect engagement with HM Treasury on charity taxation policy, Budget representations, and tax reform proposals affecting the charity sector.
• JustGivingminorStrategic or Co-development PartnerParticipation in Future of Gift Aid project and Gift Aid working group discussions on Gift Aid processing, fees, and digital giving innovations.
• Office for Tax SimplificationminorStrategic or Co-development PartnerCTG has responded to OTS consultations and the Future of Gift Aid project was highlighted by OTS as a positive case study for sharing of third-party data.

Scale indicators8 records

Recent moves6 records

Expansion highlights4 records

Others

• Directory of Social Change (DSC): UK charity providing training, publications, and resources for the voluntary sector. Comparable in serving UK charities with knowledge products, but focused on fundraising, management, and governance rather than tax technical content.
• CharityComms: UK membership body for charity communications professionals. Comparable membership-driven model serving a UK charity sub-community with events, resources, and peer networks, though focused on communications rather than tax policy.
• Pro Bono Economics: UK charity connecting economists with voluntary sector organizations. Comparable as a mission-driven support organization for the UK charity sector, but focused on impact evaluation and economic analysis rather than tax advocacy.

Broad incumbents

• National Council for Voluntary Organisations (NCVO): The largest umbrella membership body for the UK voluntary sector. NCVO serves a similar membership-driven advocacy function for charities and voluntary organizations but covers a much broader remit (policy, funding, volunteering, data) than CTG's tax specialization.
• Association of Taxation Technicians (ATT): UK professional body for tax technicians. Comparable membership and policy-engagement model in the tax field, though focused on practitioner development across all sectors rather than a single taxpayer community.
• Chartered Institute of Taxation (CIOT): Leading UK professional body for tax advisors and tax professionals. Comparable as a tax-focused membership organization with policy engagement, but operates across all taxpayer types rather than specializing in the charity sector.

Direct peers

• Small Charities Coalition: UK membership body specifically supporting small charities with guidance, training, and resources. Comparable membership-driven model serving a UK charity subset, with overlapping audiences of resource-constrained charities that CTG also serves.
• Association of Chief Executives of Voluntary Organisations (ACEVO): UK membership network for charity and voluntary sector chief executives. Comparable as a charity-sector membership body providing peer learning, events, and policy voice, though focused on leadership rather than tax technical content.
• Charity Finance Group: UK membership body for charity finance professionals. Highly comparable to CTG as a sector-specific membership organization serving UK charities with technical guidance, events, and policy engagement — essentially CTG's sister organization for finance rather than tax.
• Charity Retail Association: UK membership organization for charity retailers. Directly comparable as a sub-sector charity membership body that collaborates with CTG (e.g., on Retail Gift Aid simplification) and operates with a similar advocacy-plus-member-services model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/charitytaxgroup
• LinkedInlinkedin.com/company/charitytaxgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Charity Tax Group