Orchestra Tax Relief

Orchestra Tax Relief overview: What it is, who can benefit and how we can help

Orchestra Tax Relief (OTR) is a government initiative that means instrumental groups could receive a payment from HMRC equal to a percentage of their production costs.

Despite being called 'Orchestra Tax Relief':

  • the initiative can apply to many types of instrumental group – so don’t be put off if your group is not a traditional orchestra 
  • you don’t have to be paying tax to claim it.   

Groups who put on eligible performances can submit a claim to HMRC each year for the payment. 

Every penny counts - tips for improving your income (Doncaster)

In an age where funding is increasingly hard to obtain, how can you maximise your income in other areas?

We’ll hear from members who have had success in raising money by other methods, and we’ll share advice and experiences with each other on what has – and hasn’t – worked for you. Making Music staff will also have some top tips for gaining those vital extra pennies.

Who should attend this event?
Anyone is welcome to come to this event, but it will be particularly relevant to anyone who looks after your group’s fundraising or accounts.

Location

Rutland House
Rutland Street
DN1 2BF Doncaster
United Kingdom

Member meetup (Gateshead)

Come along to this informal event and meet other music makers from your local area.

  • Find out what other groups in your area are working on or planning
  • Meet new people who you might work with in the future 
  • Bring along any burning questions about running a group that you can ask others
  • Share your expertise with others
  • Find out about local issues and how others are tackling them – from availability of venues and sheet music to dealing with rising costs and red tape

 

Who should attend this event?

Location

St Mary's Heritage Centre
Oakwellgate Gateshead
NE8 2AU Newcastle upon Tyne
United Kingdom

Every penny counts - tips for improving your income (Shrewsbury)

In an age where funding is increasingly hard to obtain, how can you maximise your income in other areas?

We’ll hear from members who have had success in raising money by other methods, and we’ll share advice and experiences with each other on what has – and hasn’t – worked for you. Making Music staff will also have some top tips for gaining those vital extra pennies.

Who should attend this event?
Anyone is welcome to come to this event, but it will be particularly relevant to anyone who looks after your group’s fundraising or accounts.

Location

Shrewsbury Castle
Castle Street
SY1 2AT Shrewsbury
United Kingdom

Making Music Council (Swansea)

The Making Music Council gives you a chance to have your say on Making Music’s direction of travel. We want to hear your views and ideas about Making Music in general, and provide an opportunity for you to represent the needs of your music group, helping us to ensure we are delivering the right services and opportunities for you. 

Who should attend this event?

Location

Village Hotel
Langdon Road
SA1 8QY Swansea
United Kingdom

Orchestra Tax Relief service

Member groups can register for our Orchestra Tax Relief (OTR) claim service. 

OTR 3.2 - Template: Accrual accounting spreadsheet (including guidance notes)

This resource is part of our OTR Part 3 guidance: Keeping records, producing accounts and making a claim.

It includes two downloadable documents:

  • OTR 3.2 Template: Accrual accounts (Excel spreadsheet)
  • OTR 3.2(a) Guidance: Notes on using the accrual accounts template (PDF)

Please note:

Orchestra Tax Relief (OTR) overview - webinar

This online webinar will introduce you to Orchestra Tax Relief, a new source of income for instrumental groups with 12 or more performers, explaining what it is and how your group can benefit from it.

 

You can find out more about OTR, including whether you are eligible and how to claim, in our resources:

Accruals Basis of Accounting

This resource is part of our OTR Part 3 guidance: Keeping records, producing accounts and making a claim. It looks at how to keep accrual accounts for your concert production company for the purposes of claiming OTR. 

Organisations claiming Orchestra Tax Relief (OTR) (i.e. the concert production companies) have to prepare their financial statements under the Accruals Basis of accounting which requires that income and expense must be recognized in the accounting periods to which they relate rather than on a cash basis.

OTR Toolkit: setting up a production company

This toolkit is part of our 'OTR, Part 2' guidance and explains how to set up and run a production company.

If you have not read our guidance (on what OTR is and how to claim), we suggest you read it before using this toolkit: