If you have a beneficiary who needs support with their tax we can help. Contact us on their behalf using the number below, and we will get in touch with them to resolve their problem.
The number below is for partner referrals only and is not for public use, for our public helpline visit here.
Before referring your client to our charity please take a look at our brief referral guide. It will help you to understand what we can and cannot help your client with.
Who We Help
TaxAid provides free, professional tax advice to people who are struggling with tax problems and need help or people who have tax queries and need help, but cannot afford professional advice or cannot otherwise access help. Our service is specifically for individuals who are unable to resolve their tax issues directly with HMRC and who meet our eligibility criteria.
Our eligibility criteria and scope of services
TaxAid can help someone if they are unable to pay for the advice or aren’t able to get the help they need.
To decide if they qualify for support from our specialist tax team, we will ask them about their finances and personal circumstances.
We will ask them about their annual income and whether it is below the individual Minimum Income Standard (MIS) currently £28,000 and we will ask about any debts or savings that they have.
We will ask about their personal circumstances as they may be experiencing disadvantages or hardships that makes it difficult for them to get the help they need. We know that there are many reasons that could make it difficult to get help, so please do give us a call and we can discuss their needs and consider their unique circumstances.
We do not provide advice on Corporation Tax (Limited Companies), Tax Planning, Tax Credits, Benefits, Council Tax or non-UK tax issues.
Please do not pass the above number on to clients it is just for referrals.
Our helpline is open Monday – Friday, 9am-5pm
Fill in this contact form and we will get back to you about the case in question.
You can fill this contact form in on behalf of a beneficiary and it will come through to us an email.
