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News Release: IHT reform largely protects family farms but could be better targeted, says independent report 

A new report by researchers at the Centre for the Analysis of Taxation (CenTax) [1] provides the first independent, data-driven assessment of how the Government’s Inheritance Tax (IHT) reform [2] will affect farm estates.
Using detailed HMRC Inheritance Tax data, the report estimates that around 30% of farm estates [3] would be impacted by the reform, of which around 200 estates per year potentially comprise family farms valued at less than £5 million.

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Policy Brief: Ten Key Facts about Carried Interest

The Centre for the Analysis of Taxation (CenTax) has published a new policy brief,  Ten Key Facts about Carried Interest.
Carried interest (or “carry” for short) is one of the main forms of pay in the private equity industry. The tax treatment of carried interest is highly controversial. The paper is believed to be the first independent study on this topic. The authors provide new quantitative evidence on carry recipients using representative data, to help set high-profile anecdotes in context.

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Policy Report: Reforming the Taxation of Carried Interest: Revenue Modelling

In this new Policy Report, CenTax assesses how much revenue could realistically be raised from increasing the tax rate on carried interest. This debate has so far been distorted by a lack of quantitative evidence on key characteristics of the carry population relevant to their mobility, with public discourse instead driven exclusively by anecdotes and assertions from industry insiders. This report aims to provide a corrective based on analysis of de-identified tax data covering all individuals who received carried interest between 2017-2023.

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