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 4th July - London - SOLD OUT
Thursday 19th September - 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:
“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
- Your tax liabilities and obligations
- Where are the risks?
- What is “reasonable care” when determining contractor status?
- HMRC’s online Tool - “CEST” vs. recent case law
- MOO, right of substitutions, control and other contentious issues
- What are the exemptions?
- Alternative engagement models
- 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
Julia Kermode
Founder , IWORK.
Julia Kermode, Contingent Workforce Expert, IWORK Julia is a contingent workforce expert on a mission to safeguard workers, empower them and ensure they are treated fairly. She has spent the last decade deeply ensconced within the world of contingent work, tax legislation, employment rights, worker rights, umbrellas and the wider recruitment sector. It's niche, and she loves this space! Julia is founder of IWORK (www.iwork.co.uk), which exists to prevent contingent workers being exploited through being unaware of tax regulations and other relevant legislation. IWORK helps to expose dubious practices that mistreat or profiteer from contingent workers, such as holiday pay retention (immoral but not illegal), payroll skimming, bribery and corruption. Julia actively champions contingent working, and lobbies the government for fair legislation on issues such as tax avoidance, disguised remuneration, loan charge, employment status, IR35/off-payroll and the gig economy. Prior to IWORK, Julia spent 7 years as CEO of FCSA, a compliance accreditation body for accountants and umbrella companies. Here she led unprecedented growth, successfully transforming the organisation from obscurity to being the ubiquitous go-to compliance requirement for the supply of temporary workers. Julia also spearheaded FCSA’s influence within the government, and raised standards within the often-misunderstood umbrella sector. Julia is very well-respected in the contracting industry, passionate and good at what she does. She is also a contractor herself, providing consultancy services to advise and support businesses in how they engage contingent workers.
- 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.
- Designing your Strategy
- Identifying Contractor Population
- Determination Exercise
- Supply Chain
- Operations & Processes
- Review of Findings and Change Implementation
- On-Going Compliance Management Process
UNDERSTANDING AND MITIGATING THE RISKS OF YOUR CONTRACTOR SUPPLY CHAIN: THE KEY RELATIONSHIP BETWEEN HR AND LEGAL
Liam Russell
Legal Director and General Counsel , Chartered Insurance Institute
Liam Russell is the Legal Director and General Counsel of the Chartered Insurance Institute (CII), a professional body dedicated to building public trust in the insurance and financial planning profession, with over 125,000 members. Liam manages the legal risk for the CII and its group companies, including commercial contract, data protection and professional discipline matters. Liam regularly advises the CII on legal issues and best practice management and is leading the CII’s IR35 compliance workstream. Prior to joining the CII, Liam spent 9 years in private practice as a banking litigator.
- What is the role of each department in managing this risk?
- Key battles – internal and external
- HR considerations
- Legal considerations
- Managing stakeholder expectations
- Contractors – short term fix or long term problem?
- Risk management steps taken by CII
- Next steps – a practical overview
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
- Renegotiating contracts: avoiding pitfalls
INTERNAL AND EXTERNAL HIRING PRACTICES: GAINING COMPLIANCE AND CONSISTENCY THOROUGH REVIEW
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.
- Implications of Brexit
Wrap up and end of conference
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