Who are Tax Help for Older People? Tax Help for Older People is a free service provided by qualified tax advisers, who offer friendly, jargon free and confidential advice in personal tax. We provide advice in the area of personal taxation to people approaching 60 or over with a modest income. (Net income of £20,000 or less.) Those caring for an eligible older person may also request our help on their behalf, with their consent.

 We operate a national Telephone Helpline, staffed by advisers fully trained in the field of older people’s tax matters; advice is independent and confidential.  We also have a network of over 500 volunteer advisers covering England, Scotland, Wales and Northern Ireland, providing tax help by appointment locally, often at Age UK, Citizens Advice Bureau or other community organisations. For those who are disabled or mobility impaired, we can arrange home visits. All our volunteer advisers are tax professionals who give their time for free.  We provide tax awareness talks to community and pensioner groups, and specialist training to other voluntary sector advice and information agencies.

Tax Help for Older People will:  Ensure that our clients pay the correct amount of tax.  Our success here can be seen in the amount of tax refunded or remitted by HMRC, or conversely the underpayments identified for clients to make good.  In 2013/14, known refunds and remissions received by clients totalled £1.595M.  If clients are found to have underpaid their tax then we help to negotiate affordable repayment terms.  2014/15 we helped 24,000 individuals, took 34,800 calls, carried out 2070 home visits.

Support and Consultancy  Tax Videos  Training  New Booklets – Health Check/Flexible Pensions  Collaboration

Tax Help for Older People can assist with:  coding notices;  checking tax allowances are correct;  completing tax returns;  Blind Person’s Allowance;  checking tax arrears demands and,  where they exist, help to schedule repayments at manageable rates;  identification of HMRC and employers’ errors;

Examples……….

What’s New?  Pension Reform & Tax.  Married Couples Allowance

It’s not just about the money………………… Bald statistics however are never sufficient to convey the impact that we as an organisation can have on the lives of those who seek our help. Because most people understand that tax is something they have to pay, but do not understand how it is calculated, for some, receiving a reconciliation statement or demand through the post can be the source of extreme anxiety. Or this is how just a few of our clients put it to us in their feedback.

Contacting Tax Help for Older People: Telephone Helpline: or (Mon-Fri 9-5) Send us an Visit our website: Write to us:Tax Help for Older People Pineapple Business Park Salway Ash, Bridport Dorset DT6 5DB