Tax Help for Older People

The ‘Tax Help for Older People’ service is run by the charity ‘Tax Volunteers’ to provide free, impartial, professional tax help, advocacy and advice to those over 60 (or retired) with an annual net income of less than £20,000 p.a.

We deal with a huge range of personal tax problems. The more frequent our team encounter include PAYE coding issues, completing self-assessments and other forms, how to deal with an underpayments and guidance through retirement or bereavement. We also provide tax awareness training to pensioner groups and other generalist advice services.

Our team of well-trained staff provide telephone advice from our Dorset base, but about one in five of those who approach us need to talk to someone face-to-face. It is here that our network of volunteer tax advisers comes into play. Where possible these face-to-face advice sessions take place during a tax “surgery” in a local CAB branch, Age UK (NI) or Age Concern. But if a client is disabled, mobility impaired or has transport difficulties then we arrange for the interview to take place in their own home.

We draw our volunteers from within the accounting and tax professions and from retired tax inspectors. All give for free the amount of time they choose.

We can be contacted by phone on 0845 601 3321 or 01308 488066, by email [email protected], website www.taxvol.org.uk or by post Tax Help for Older People, Unit 10, Pineapple Business Park, Salway Ash, Bridport, Dorset DT6 5DB.

Registered charity number 1102276

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