Call to book: 01983 861133

IR35 Planning and Preparation Conference: Compliance - Contracts - Organisational Solutions - A Practical Guide

Danubius Hotel Regents Park , 18 Lodge Road, St. John's Wood, London NW8 7JT

Changes to IR35 legislation, extending to the private sector will take place with effect from April 2020. Understanding the complex IR35 legislation may have punitive consequences if HMRC do not agree with your status assessments.

Registration fee: £395 plus VAT per delegate

All dates and Locations:

Wednesday 15th January 2020 - London

Organisations must prepare flexible workforce staff and get to grips with tests in order to remain compliant, either inside or outside IR35 rules. You may be putting your organisation at risk if you do not clarify your status and avoid last-minute panic.

This comprehensive seminar offers the tools to help you draw up a compliant and workable game plan for your staffing which will avoid fines and ensure your talent pools remain at optimum levels. You will learn the best ways to classify and communicate with affected staff, ensuring they are aware of their options and obligations as well as offering a range of workable contract options.

Why should you attend?

  • Avoid costly legal challenges to status assessments
  • Avoid debilitating staff loss by planning early - 98% of contractors will avoid working on contracts that place them inside IR35
  • Learn how to consult with and advise current staff to understand and implement the best employment model for your organisation
  • Ensure your contracts are compliant and avoid non-compliance penalties
  • Get equipped with the tools to avoid a drop in your organisation’s talent pool - 51% of public sector organisations have lost skilled contractors post IR35 April 2017

Past delegates said:

“I have to say, it was one of the best conferences I have been on. It was very informative, and all speakers were engaging to their audience”
- Michael Bingham, Managing Director, MPB Consultancy Services Ltd

“Great speakers, all aligned and consistent on their views and highlighting issues to be considered. Good slides to help manage internal company conversations.”
- Legal Director, Chartered Insurance Institute

“Very interesting. Made me think”

“Excellent speakers”

“Comprehensive and useful information presented throughout the day”

“Some great presenters who were very knowledgeable and engaging”

"Good content presented in an engaging way”

“Was great to hear all the different perspectives on the topic” 

Which functions will benefit from attending

  • HR, Recruitment and Resourcing, Temporary & Agency Resourcing, Legal, Training, Compliance and Audit, Administration, Strategy, Policy, Operations, Line Managers and all Directors and staff with responsibilities within this area

Hear from

Schedule

Coffee and registration

CHAIR'S WELCOME AND OPENING REMARKS

Colin Morley

Colin Morley

Professional Services Director
Harvey Nash Recruitment Services

View Bio
Harvey Nash Recruitment Services logo

Colin Morley

Professional Services Director , Harvey Nash Recruitment Services

Colin is Professional Services Director for Harvey Nash Recruitment Solutions, a division of Harvey Nash Plc. Harvey Nash Recruitment Solutions provides a full spectrum of workforce solutions to its clients, from managing contingent workers to managing entire projects and programmes across the UK, Europe, America and Asia. Since joining Harvey Nash in 1999, he has worked with a broad range of private, not‐for profit and public sector organisations, helping them source the highest quality talent, cut costs and take control of their resourcing strategies. An advocate for diversity & inclusion and better working practices, Colin is a leading figure in the IR35 debate and its implications for businesses and contractors.

UNDERSTANDING YOUR LEGAL POSITION: ROLES AND RESPONSIBILITIES TO ENSURE COMPLIANCE

Mark Groom

Mark Groom

Partner
Deloitte LLP

View Bio
Deloitte LLP logo

Mark Groom

Partner , Deloitte LLP

Mark is an employment tax partner in Deloitte’s Reward group, with over 20 years’ experience, based in London, advising across all areas of pay, incentives, benefits and expenses, specialising in employment status and IR35. He is currently focused on ensuring his firm and his clients are ready for the IR35 changes in April 2020. Mark is also Vice-Chairman of the Employment Taxes Sub-Committee of the Chartered Institute of Taxation. He has presented to MPs on employment status and the gig economy, co-authors the Tolley’s Finance Act Handbook, and is a regular media commentator and speaker at conferences on employment tax issues.

  • What are the current proposals for the new rules?
  • Understanding the supply chain
  • Tax liabilities, obligations and risks
  • HMRC’s online Tool - “CEST” vs. recent case law
  • MOO, right of substitutions, control and other contentious issues
  • Contractual issues
  • Ensuring your business is ready for April 2020

LESSONS FROM THE PUBLIC SECTOR

Andy Chamberlain

Andy Chamberlain

Deputy Director of Policy and External Affairs
IPSE

View Bio
IPSE logo

Andy Chamberlain

Deputy Director of Policy and External Affairs , IPSE

Andy is responsible for IPSE’s tax policy and has been working on IR35 related issues for 10 years. He also has special interest in labour market changes, employment status and Making Tax Digital. Working with EY, Andy helped to develop to develop IPSE’s concept for a new corporate form – the Freelancer Limited Company – which would deliver clarity of legal and tax status for the smallest businesses, while also protecting revenue for the Exchequer. IPSE is the largest association of independent professionals in Europe, representing over 74,000 freelancers, contractors and consultants from every sector of the economy. It’s a not-for-profit organisation, owned and run by its members.

  • What were the motivators and how have they worked?
  • Assessing and analysing the impact
  • Blanket decision-making: lessons learned
  • BBC and NHS: what does the private sector need to avoid?

THE PRACTICALITIES OF ENSURING YOU WILL BE COMPLIANT WITHIN THE TIME FRAME

Julia Kermode

Julia Kermode

Chief Executive
Freelancer & Contractor Services Association

View Bio
Freelancer & Contractor Services Association logo

Julia Kermode

Chief Executive , Freelancer & Contractor Services Association

Julia Kermode is Chief Executive of the Freelancer and Contractor Services Association (FCSA), the market-leading professional membership body for accountants, umbrella firms and service providers that specialise in supporting the contingent workforce. FCSA’s primary role is to raise standards and promote supply chain compliance for the temporary labour market. Self-regulation is encouraged through FCSA’s accreditation which requires applicants to undergo a rigorous assessment of their business services, policies and processes, all of which are independently examined by regulated accountants and solicitors to ensure adherence to FCSA compliance standards. Since joining FCSA in 2014, Julia has successfully driven unprecedented growth and today FCSA accreditation is widely recognised as the industry gold-standard, with an increasing number of recruitment agencies looking for FCSA as a prerequisite for their PSLs. Julia has significant knowledge and insight into issues affecting the contingent workforce, and she has a proven track record with credibility as a regular commentator in both national, regional and specialist press. Julia spends much of her time ensconced in the world of politics and current affairs, keeping track of developments, lobbying policy makers on behalf of FCSA’s members and championing the important role of the whole recruitment industry.

  • Getting started: a checklist and timeline
  • Implications to the supply chain
  • Intermediaries legislation
  • Criminal Finance Act

Morning coffee and networking

ORGANISATIONAL

AUDITING HOW IR35 WILL AFFECT YOUR BUSINESS

  • Potential financial and operational impacts
  • Identifying necessary stakeholders: HR, tax, finance
  • Reviewing your processes regularly and holding stakeholders to account
  • How many contractors is enough and defining their role in the business
  • How are they used, and should that change?
  • Pros and cons of outsourcing IR35 compliance and procedure

UNDERSTANDING AND MITIGATING THE RISKS OF YOUR CONTRACTOR SUPPLY CHAIN: THE KEY RELATIONSHIP BETWEEN HR AND LEGAL

Crawford Temple

Crawford Temple

CEO
Professional Passport

View Bio
Professional Passport logo

Crawford Temple

CEO , Professional Passport

Crawford Temple, Managing Director, of Professional Passport which is the largest independent assessor of provider compliance. The Professional Passport compliance review is the only one in the market that is insurance backed by a blue-chip insurance company providing £5m of cover. Professional Passport are widely recognised as experts in the field of provider compliance with many large Frameworks, MSP’s, Recruitment Companies and End Clients now insisting on their accredited providers in the supply chain. Being independent of any provider, recruiter or client allows an objective view of the market and they work closely across many key Government Departments on all matters relating to supply chain compliance and promoting the sector and compliance standards. This work allowed Professional Passport to create the first stringent compliance standards for the sector. With all the changes since starting in 2007 these are an evolving process. Crawford wrote the first book on operational compliance for umbrella providers and is one of the leading experts on provider compliance in the temporary workers market. Crawford is also CEO of service provider trade association PRISM.

  • Reviewing your people strategy in light of upcoming legislation
  • Mapping your projected people needs
  • Reviewing the role of your contingent workers
  • Other options:
    • bench consultants
    • Statement of work contracts
  • Employment tribunals: strategies to minimise and mitigate the risks

Lunch and networking

MAKING THE DECISION TO OUTSOURCE: CRUCIAL ISSUES TO CONSIDER

Dan Haslam

Dan Haslam

Head of Sales
Giant Group

View Bio
Giant Group logo

Dan Haslam

Head of Sales , Giant Group

Dan Haslam is the head of sales for giant group so spends his day helping our clients manage their contingent workers compliantly and cost effectively, using the whole range of giants services and products. Dan has over 10 years’ experience in the industry so understands first-hand the challenges companies face when it comes to changing legislation. Dan has been heavily involved with the roll out of Off-payroll working in the public sector in 2017 and is now here to share his insights in preparation for April 2020. The giant team provide specialist, end to end software and support services from talent acquisition through to onboarding & timesheet management, employment solutions, payroll & payments for workers at organisations of all sizes. Globally.

  • Outsourced workforce management
  • Talent pools
  • Fee payer model
  • Umbrella
  • PAYE/PEO
  • Supplier checklist

CONTRACTURAL

REVIEWING CURRENT CONTRACTS TO SET IR35 STATUS

Matt Tyler

Matt Tyler

IR35 Consultancy Manager
Larsen Howie

View Bio
Larsen Howie logo

Matt Tyler

IR35 Consultancy Manager , Larsen Howie

Matt has been dealing with IR35 for almost a decade. Having started his career at Qdos Contractor as a consultant and worked his way up to the position of Contract & Status Specialist, his training on the legislation is thorough and well-rounded. He most recently made the move over to Larsen Howie to head up the IR35 Consultancy Team; this team offers a comprehensive contract review service, as well as working practices reviews and general IR35 consultancy for contractors, recruiters, and end-clients alike. Matt manages these services alongside our Head of Tax Andy Vessey ATT, who’s ex-HMRC, ex-Qdos, and an IR35 veteran. Matt has a firm understanding of the underpinning rules relating to IR35 and has a great deal of experience tackling the many and varied quirks that come with this rather murky legislation. From his hands-on approach to contract review quality control to the face-to-face IR35 training he delivers, he’s heard it all when it comes to the off-payroll rules. His meticulous attention to detail is instrumental to being able to understand and explain the legislation clearly, as well as be able to pick out the IR35 red flags from any given contract or set of working practices that lands on his desk. In his spare time, Matt’s an avid gamer (both PC and board), enjoys all things sci-fi and fantasy, and reads in great volume and breadth across all genres. As a trained electrician he’s handy to have around the house, and as a self-confessed computer nerd he’s handy to have around the office.

  • What needs to be reviewed?
  • Are your contracts for purpose going forward?
  • What new steps need to be included?
  • Demonstrating your IR35 assessments are complete

Afternoon tea and networking

INTERNAL AND EXTERNAL HIRING PRACTICES: GAINING COMPLIANCE AND CONSISTENCY THOROUGH REVIEW

Colin Morley

Colin Morley

Professional Services Director
Harvey Nash Recruitment Services

View Bio
Harvey Nash Recruitment Services logo

Colin Morley

Professional Services Director , Harvey Nash Recruitment Services

Colin is Professional Services Director for Harvey Nash Recruitment Solutions, a division of Harvey Nash Plc. Harvey Nash Recruitment Solutions provides a full spectrum of workforce solutions to its clients, from managing contingent workers to managing entire projects and programmes across the UK, Europe, America and Asia. Since joining Harvey Nash in 1999, he has worked with a broad range of private, not‐for profit and public sector organisations, helping them source the highest quality talent, cut costs and take control of their resourcing strategies. An advocate for diversity & inclusion and better working practices, Colin is a leading figure in the IR35 debate and its implications for businesses and contractors.

  • Ensuring you’re still attracting the best talent
  • Mitigating flight risk reviewing your recruitment partner contracts
  • Smart onboarding

PRACTICALITIES: CONTRACTS, CALCULATIONS AND RENEGOTIATIONS

Dave Chaplin

Dave Chaplin

CEO
ContractorCalculator

View Bio
ContractorCalculator logo

Dave Chaplin

CEO , ContractorCalculator

Dave Chaplin is the founder and CEO of ContractorCalculator.co.uk an online resource visited by circa 200,000 people per month. The site is for contractors, freelancers and the self-employed and has become the expert guide to contracting since it was launched in 1999. He is also the author of The Contractors’ Handbook Third Edition and Beat IR35. Dave Chaplin has lived and breathed contracting since he first took the plunge and became ‘one of the chosen’ in 1997. He spent seven years working as an IT contractor in the City of London on critical, cutting-edge IT infrastructure and development projects for global players like HSBC, Merrill Lynch, Cable and Wireless, and many others.

  • How much could this cost your firm?
  • Understanding the financial considerations of all parties
  • Renegotiating contract rates with workers
  • The issue of expenses and attracting mobile workers
  • Correct advertising of contract rates
  • The perils of applying chapter 8 to chapter 10
  • Example calculations, impact and considerations
  • Overcoming some of the challenges

PANEL DEBATE

Colin Morley

Colin Morley

Professional Services Director
Harvey Nash Recruitment Services

View Bio
Harvey Nash Recruitment Services logo

Colin Morley

Professional Services Director , Harvey Nash Recruitment Services

Colin is Professional Services Director for Harvey Nash Recruitment Solutions, a division of Harvey Nash Plc. Harvey Nash Recruitment Solutions provides a full spectrum of workforce solutions to its clients, from managing contingent workers to managing entire projects and programmes across the UK, Europe, America and Asia. Since joining Harvey Nash in 1999, he has worked with a broad range of private, not‐for profit and public sector organisations, helping them source the highest quality talent, cut costs and take control of their resourcing strategies. An advocate for diversity & inclusion and better working practices, Colin is a leading figure in the IR35 debate and its implications for businesses and contractors.

Julia Kermode

Julia Kermode

Chief Executive
Freelancer & Contractor Services Association

View Bio
Freelancer & Contractor Services Association logo

Julia Kermode

Chief Executive , Freelancer & Contractor Services Association

Julia Kermode is Chief Executive of the Freelancer and Contractor Services Association (FCSA), the market-leading professional membership body for accountants, umbrella firms and service providers that specialise in supporting the contingent workforce. FCSA’s primary role is to raise standards and promote supply chain compliance for the temporary labour market. Self-regulation is encouraged through FCSA’s accreditation which requires applicants to undergo a rigorous assessment of their business services, policies and processes, all of which are independently examined by regulated accountants and solicitors to ensure adherence to FCSA compliance standards. Since joining FCSA in 2014, Julia has successfully driven unprecedented growth and today FCSA accreditation is widely recognised as the industry gold-standard, with an increasing number of recruitment agencies looking for FCSA as a prerequisite for their PSLs. Julia has significant knowledge and insight into issues affecting the contingent workforce, and she has a proven track record with credibility as a regular commentator in both national, regional and specialist press. Julia spends much of her time ensconced in the world of politics and current affairs, keeping track of developments, lobbying policy makers on behalf of FCSA’s members and championing the important role of the whole recruitment industry.

Dave Chaplin

Dave Chaplin

CEO
ContractorCalculator

View Bio
ContractorCalculator logo

Dave Chaplin

CEO , ContractorCalculator

Dave Chaplin is the founder and CEO of ContractorCalculator.co.uk an online resource visited by circa 200,000 people per month. The site is for contractors, freelancers and the self-employed and has become the expert guide to contracting since it was launched in 1999. He is also the author of The Contractors’ Handbook Third Edition and Beat IR35. Dave Chaplin has lived and breathed contracting since he first took the plunge and became ‘one of the chosen’ in 1997. He spent seven years working as an IT contractor in the City of London on critical, cutting-edge IT infrastructure and development projects for global players like HSBC, Merrill Lynch, Cable and Wireless, and many others.

  • Implications of Brexit

Wrap up and end of conference

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