Charity (no. 11022276/ SC045819/)
Tax Help for Older People
"Providing help and support to older people on a low income when dealing with tax issues and HMRC"
We are a UK charity for people over 60 on lower incomes who need support with their tax. If you are under 60 and require tax help then our partner charity TaxAid may be able to help.
Have you received a tax letter that you do not understand? Are you unsure whether your tax is correct? Are you struggling with tax surrounding your pension?
We will work with you on your tax problem, and help you work with HMRC to resolve. Our dedicated and expert tax advisers will listen to you and help you every step of the way. Our service specialises in helping people over 60 dealing with tax issues that can arise as you retire or plan to retire. for this age group.
We can help you with:
· Personal tax queries
· Tax issues surrounding pensions, pension lump sums, etc
· Tax issues following bereavement
· PAYE coding checks
· Self-assessment issues
· Form filing
· Understanding letters from HMRC
· Understanding allowances, such as marriage allowance
It may be that you simply need some reassurance and peace of mind. We are here to support you with your tax problem, no matter how big or small.
Our service is nationwide. You can receive tax support by phoning our helpline, we are open Monday – Friday from 9am – 5pm except for bank holidays. You can also use the contact form on our website, though please note it can take up to 14 working days to get a response, for urgent enquiries please use our helpline.
If you are unable to afford paid tax advice and are wondering:
As a TaxAid Volunteer, you will join a community of qualified tax professionals who use their valuable expertise and knowledge to support people who cannot afford professional tax advice in the UK.
We operate across the UK from our office based near Bridport in Dorset, assisted by a team of staff along with a national network of 320 tax volunteers across the UK. These volunteers give their time and expertise free of charge because they recognise how difficult the tax system can be for older people who can’t afford professional advice, and they want to use their skills to benefit the community; most of them are currently practising or retired tax professionals, including retired HM Revenue and Customs staff.
Our
Volunteers – How it works in Practice
We understand it can sometimes seem a bit overwhelming knowing where to start your volunteer journey. We will ask you about your skills and experiences, and consider any limitations when deciding the right type of volunteer opportunity for you.
We welcome people from all walks of life; our aim is to support you in developing your knowledge and confidence to provide free, professional tax advice to all those who are in crisis or who cannot afford it.
Together, we will look at the reasons why you would like to volunteer; whether you are looking to take on a new challenge and learn new skills or simply just want to help; we want to make sure you get the most out of volunteering.
Volunteering with us is a deeply rewarding experience, not only for our beneficiaries; it builds your health, wellbeing, connection to others and gives you a wider purpose. We believe volunteering should only be a positive experience.
So, if you are a tax professional who thinks they might enjoy working with older people who are unable to afford to pay for the services of a tax adviser we will welcome you to the team. We are flexible in our approach, fully insured and willing to work around your availability. All we ask in return is that you treat our clients as you would your own.
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