Tax Helpline Terms and Conditions

How the Tax helpline operates

The Tax helpline is available to current UK and EU members of the IoD, including Jersey and Guernsey members. Current members are those who have paid their membership fee and have received confirmation of their membership from the IoD at the time they use the Service. If you are unsure about whether your membership is up to date please contact the Membership Department before using the Service.

You should contact and take advice from the service personally and not via a member of your staff.

Advice is only available on the matters relating to the running of your business, your own employment and personal tax issues, but not for or on behalf of family, friends or clients. If you are a consultant or professional advisor, we do not give advice for you to pass on to your clients.

Advice is given by telephone only and not in writing.

Advice is given on business and personal taxation, including NIC, PAYE, VAT, Corporation Tax and Income Tax, by consultants, who specialise in UK accountancy.

The Tax helpline does not give advice on company, commercial and employment law.

The Tax helpline is provided by Croner Taxwise. Please note it is an advice service only, it does not extend to consultancy, document drafting or vetting.

These terms and conditions shall govern your use of the IoD’s Information and Advisory Service (IAS), including the Tax Helpline. Additional terms and conditions may also apply to other services provided by the IoD and these will be explained or made available to you if you use these services. By using or accessing the IoD’s IAS you will be deemed to have accepted these terms in full.

If you do not agree with these terms and conditions, please refrain from using the IAS service.

Without prejudice to the IoD’s rights under these terms and conditions, if a member is in breach of the terms and conditions in any way, or if the IoD reasonably suspects that the member has breached these terms and conditions in any way, the IoD may:

  • Send the member one or more formal warnings;
  • Temporarily suspend the member’s access to the IAS service
  • Permanently prohibit the member from access to and use of the IAS service
  • Commence legal action against the member for breach of contract

 Number and duration of telephone calls

Advice is free, but standard call charges will apply when you telephone the service. Charges for calls from outside the UK and from mobile phones may vary.

Members may call the service up to 25 times per year.

Please have your membership number ready. Calls cannot be accepted unless a current membership number is quoted.

You are advised to be ready with a concise summary of your situation and the question which you wish to ask.


Documents (including letters and other written communications) cannot be considered or drafted.

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