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As Director of Public Policy at the ATT, I oversee the work carried out by our technical team.

The history of inheritance tax can be traced back well over a century, and for much of that time death duties posed challenges for the continuity of family farms and businesses.

With both team members and clients returning from their summer holidays, September can feel like a catch-up month, when we are all too often just focusing on deadlines.

The CIOT has redesigned the CTA Joint Programmes to align with the proposed CTA qualification updates and the ICAS and ICAEW qualification changes.

Family investment companies (FICs) are frequently touted by tax advisers as the silver bullet to a client’s estate planning problems.

At our AGM in July, I was honoured to take on the role of Deputy President, succeeding Graham Batty, who now steps into the role of President.

It’s often said that the tax tail should not wag the business dog but given that tax has significant economic impacts I always think that it depends on the proportion of the dog!

Our teams have been hard at work analysing the proposals, assessing the implications for taxpayers, our members and their clients.

I have not taken on Richard’s old role in full; we are recruiting a new CIOT technical team senior manager, and I will focus on the strategic parts of the Head of Tax Technical role,

The merged research and development (R&D) tax relief scheme was introduced for accounting periods beginning on or after 1 April 2024.