Press release

HMRC pledges £5.5 million in partnership funding to support customers who need extra help

Bids for the 2024 to 2027 Voluntary and Community Sector Grant Funding, worth £5.5 million, open on 24 July.

HM Revenue and Customs (HMRC) is awarding £5.5 million to voluntary and community organisations to support customers who may need extra help with their tax affairs.

HMRC is inviting eligible organisations to bid for the funding, worth £1.8 million a year from 2024 until 2027, through HMRC’s Voluntary and Community Sector Grant Funding programme. Bids can be submitted between 24 July and 21 August 2023 with successful organisations being announced in October ready for the new funding to start from 1 April 2024.

This is the 12th round of funding HMRC is awarding as part of its commitment to help everyone get their tax right. The programme builds on more than a decade of partnership funding, worth in excess of £20 million.

Angela MacDonald, HMRC’s Deputy Chief Executive and Second Permanent Secretary, said:

We know that customers really value the trusted tax advice they receive from our voluntary and community sector partners. The funding programme is an important part in our commitment to support our hardest to reach customers and builds on the current support HMRC offers to those who may need extra help with their tax affairs.

David Newbold, Director of Sight Loss Advice Service, from RNIB, one of 12 organisations previously awarded under the grant programme said:

RNIB is extremely grateful to HMRC for its generous support, ensuring blind and partially sighted people can access the advice, information and practical help they need to deal with their tax affairs and HMRC. We’re proud to have HMRC as a partner, its contribution is vital to continue our important work in supporting vulnerable individuals.

In the last year alone, funded organisations have supported 39,000 customers over the phone, with face-to-face meetings and via email.

Successful organisations will receive funding to provide free advice and support to customers who:

  • may face barriers in understanding their tax obligations and claiming their entitlements
  • are digitally excluded from accessing HMRC services
  • have any other difficulty in interacting directly with HMRC

As well as providing support to customers who may need extra help, organisations will provide valuable insight to improve HMRC’s understanding of customers in vulnerable circumstances. This will allow HMRC to reduce barriers and improve the customer experience when dealing with the department.

HMRC’s Voluntary and Community Sector Grant Funding programme complements the work of HMRC’s Extra Support Team, who are on hand to help customers whose health conditions or personal circumstances make contacting HMRC difficult.

More information on eligibility and how to apply can be found online at GOV.UK.

Further information

The previous VCS Grant Funding programme was for 2021 to 2024 for a total of £4.98 million, equating to £1.66 million a year.

To be eligible for grant funding from HMRC, an organisation must be one of the following:

  • a registered charity
  • a voluntary and community sector organisation
  • a social enterprise
  • a mutual
  • a co-operative

Bids should support HMRC’s principles of support for customers who need extra help and include two or more of the following activities:

  • help people comply with their tax affairs
  • support customers with complex needs (including those referred from our Extra-Support Team)
  • support people to be able to use digital ways of accessing HMRC’s services

Help people comply with their tax affairs

Providing direct advice and support for HMRC’s customers who need extra help and cannot afford to pay for it.

Building trust and confidence so that customers can deal with HMRC directly in the future.  This should cover the full spectrum of HMRC’s work from, for example, notifying us of sources of income or changes of circumstance.

Supporting customers with tax liabilities and entitlements, assisting customers where we are seeking further information or evidence.

Support with HMRC Debt and associated hardship.

Support customers with complex needs

Providing specialist knowledge and advice on complex tax enquiries including referrals from HMRC’s Extra Support teams, other government departments or other VCS organisations.

This may also include customers who need third party representation, accessible communication formats and translation, physical and logistical adjustments.

Digital assistance

Support customers who need digital assistance to build their confidence and capability to use HMRC online services for themselves by:

  • increasing customer confidence and trust when using digital services
  • providing digital inclusion support alongside tax advice
  • keeping customers in digital channels when they experience difficulties

Organisations funded through the 2021 to 2024 VCS Grant Funding Programme include:

  • Advice NI
  • CAB Burnley and Pendle
  • CAB Isle of Wight
  • CAB South Tyneside
  • CAB West Lothian
  • Gingerbread
  • Good Things Foundation
  • Money Advice Trust
  • Refugee and Migrant Centre
  • Royal National Institute of Blind People
  • TaxAid
  • Tax Help for Older People
Published 17 July 2023