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
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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:
Thursday 19th September - London
Wednesday 27th November - 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
Seb Maley
CEO , Qdos Contractor
With a background in tax, Seb joined Qdos in early 2003 to help build the company’s services for freelancers and contractors. Having handled numerous tax enquiries, Seb has an extensive knowledge of the IR35 legislation as well as other issues affecting the contractor market. He was appointed a Director in 2012 and Chief Executive in 2017. As a sought-after commentator, Seb is often quoted in mainstream media on key issues, having featured in the Financial Times and Telegraph, as well as specialist contractor publications.
UNDERSTANDING YOUR LEGAL POSITION: ROLES AND RESPONSIBILITIES TO ENSURE COMPLIANCE
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
Director of Policy , IPSE
Andy is responsible for IPSE’s policy work and has a special interest in labour market changes, employment status, IR35, Making Tax Digital and fair commercial terms for the self-employed. In 2015 he led IPSE’s successful campaign against proposals to restrict travel and subsistence tax relief for incorporated entities. Andy worked with EY 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. Since the onset of the coronavirus pandemic Andy has campaigned for financial support for the self-employed. IPSE was instrumental in setting up the Self-Employed Income Support Scheme (SEISS) and then went on to lobby for the inclusion of all self-employed in that scheme. In March 2021 the scheme was extended to include a further 600,000 individuals that were previously ineligible. More recently Andy led IPSE’s campaign against the off-payroll working (IR35) changes in the private sector. Although the changes did come in 2021, IPSE was able to delay the legislation and secure an exemption for small end-clients. IPSE is the largest association of independent professionals in Europe, representing over 16,000 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
Dan Haslam
Group Sales Director , Giant Group
Dan Haslam is Group Sales Director for giant group, helping 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 and the constant flux of risk and legislation that impacts the contingent worker market.
- 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
Nicole Slowey
Operations Director , Qdos Contractor
Joining Qdos from a contractor accountancy firm and with a background in financial services, Nicole was as Head of Operations until 2018 when appointed to Operations Director. With her extensive experience in the contractor market, Nicole has extensive experience in the contractor market, specialising in IR35 reform in both the public sector and private sector.
- 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
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
CONTRACTURAL
REVIEWING CURRENT CONTRACTS TO SET IR35 STATUS
Andy Vessey
Head of Tax , Larsen Howie
Andy is widely recognised as one of the UK’s foremost IR35 experts. Andy has been deeply involved with IR35 since its inception in the year 2000 and has personally defended more than 500 IR35 cases, winning almost every single one. Most recently, he successfully represented Jensal Software Ltd at the First-Tier Tax Tribunal in their highly publicised IR35 appeal. In 1993, Andy qualified with the Association of Taxation Technicians (ATT) and now has 38 years of tax experience under his belt, specialising in employment status matters particularly. He started his tax life at the Inland Revenue (now HMRC) before going on to work for a variety of accountancy practices, and then Qdos Contractor for 17 years where he was appointed Head of Tax. He’s now Head of Tax at Larsen Howie and also runs his own practice, V-Tax Consulting.
- 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
HOW TO ATTRACT CONTINGENT WORKERS: GAINING COMPLIANCE & CONSISTENCY
Colin Morley
Director , Hays Technology
Colin has 24 years of experience of delivering workforce solutions across the UK, Ireland, Europe and America. Colin has architected and delivered scalable services and products to private, non-for-profit and public sector organisations from delivery functions onshore, nearshore and offshore. Colin has a particular specialism in contingent workforce legislation and helping his clients to procure more sophisticated outcome based solutions.
- Ensuring you’re still attracting the best talent
- Mitigating flight risk reviewing your recruitment partner contracts
- Smart onboarding
Afternoon tea and networking
PRACTICALITIES: CONTRACTS, CALCULATIONS AND RENEGOTIATIONS
Dave Chaplin (1)
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
Seb Maley
CEO , Qdos Contractor
With a background in tax, Seb joined Qdos in early 2003 to help build the company’s services for freelancers and contractors. Having handled numerous tax enquiries, Seb has an extensive knowledge of the IR35 legislation as well as other issues affecting the contractor market. He was appointed a Director in 2012 and Chief Executive in 2017. As a sought-after commentator, Seb is often quoted in mainstream media on key issues, having featured in the Financial Times and Telegraph, as well as specialist contractor publications.
Colin Morley
Director , Hays Technology
Colin has 24 years of experience of delivering workforce solutions across the UK, Ireland, Europe and America. Colin has architected and delivered scalable services and products to private, non-for-profit and public sector organisations from delivery functions onshore, nearshore and offshore. Colin has a particular specialism in contingent workforce legislation and helping his clients to procure more sophisticated outcome based solutions.
Dave Chaplin (1)
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.
Dan Haslam
Group Sales Director , Giant Group
Dan Haslam is Group Sales Director for giant group, helping 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 and the constant flux of risk and legislation that impacts the contingent worker market.
- Implications of Brexit
Wrap up and end of conference
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