Understanding your tax after you have lost a partner or have inherited money can be bewildering. 

Tax Help for Older People is a charity service providing free, independent and expert help and advice for older people on lower incomes who cannot afford to pay for professional tax advice. With over 420 volunteers and a national call centre, they can help you, wherever you are in the UK. They can even speak to HMRC on your behalf if necessary. 

What sort of problems will Tax Help deal with?

Any personal tax problem, no matter how complex (or minor) it may seem. You can have your PAYE notice of coding checked, or get help with form filling, reclaiming an overpayment of tax or replying to a letter from HMRC. You may need reassurance and peace of mind. We understand that many elderly people may not have the confidence to talk with officials, or perhaps are vulnerable or confused by tax matters.

What does it cost?

Nothing, if you have a gross income of up to £20,000 a year or thereabouts and you are close to 60 or older. Those caring for an eligible older person, whether family, friend or professional, may also request help on their behalf. Power of Attorney isn't necessary.

As a guideline, a low income is up to about £380 a week before tax for a single person - equivalent to £20,000 per year.

Where we work

Tax Help for Older People operates right across the UK - England, Scotland, Wales and Northern Ireland.

Who are our volunteer tax advisers?

They are all tax professionals who are giving their time and skills to Tax Help for free. They act totally independently of both HMRC and the firms they work for and provide a confidential service. 

How do I get help?

Very simply. Just telephone the Tax Help lo-call helpline on 01308 488066. If the phone is engaged, or the office closed, you can leave your name and telephone number on the voice-mail and Tax Help will call you back. Or you can contact them via email or post.

Their postal address:

Tax Help for Older People
Pineapple Business Park
Salway Ash
Dorset DT6 5DB

Our email address: [email protected]

The Tax Help for Older People telephones lines are open to clients every weekday between 9am and 5pm.

For more information about Tax Help for Older People please go to their website. CLICK HERE.