Activities

As described by the charity on the register

As an educational charity, we work to improve the administration and practice of taxation to the benefit of all affected by it: protecting the public by monitoring Chartered Tax Advisers' compliance with regulations; setting and administering tax examinations; advising government on proposed and enacted tax legislation; giving general tax education on websites; and making grants for tax research.

Latest income

£12.1m

Expenditure

£11.8m

Financial year end

2025-12-31

Income & spending history

As reported to the Charity Commission, by financial year end

Year end Income Expenditure income spend
2021-12-31 £9.8m £8.3m
2022-12-31 £9.9m £9.1m
2023-12-31 £10.7m £10.1m
2024-12-31 £11.3m £11.5m
2025-12-31 £12.1m £11.8m

Latest detailed return

Year end 2025-12-31

Income mix

Donations & legacies £36k
Charitable activities £11.8m
Trading £31k
Investment income £253k
Total income £12.1m

Spending

Charitable spend £11.8m
Raising funds £43k
Grants to institutions £79k
Governance £58k
Total expenditure £11.8m

Balance sheet

Reserves £10.8m
Total funds £10.8m
— restricted £18k
— unrestricted £10.8m
— endowment £0
Total assets £10.8m
Cash £5.9m

People

Employees 100

Classification

The charity's own register classification

What it does

  • Education/training
  • Other Charitable Purposes

Who it helps

  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind

How it works

  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body

Source: Charity Commission for England and Wales register, 2026-07-28. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.