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

THIS EVENT HAS NOW SOLD OUT. PLEASE SEE BELOW FOR MORE DATES AND LOCATIONS

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

Seb Maley

CEO
Qdos Contractor

View Bio
Qdos Contractor logo

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

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
  • 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

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

Nicole Slowey

Nicole Slowey

Operations Director
Qdos Contractor

View Bio
Qdos Contractor logo

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

Liam Russell

Legal Director and General Counsel
Chartered Insurance Institute

View Bio
Chartered Insurance Institute logo

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

Andy Vessey

Head of Tax
Larsen Howie

View Bio
Larsen Howie logo

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

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

Afternoon tea and networking

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

Seb Maley

Seb Maley

CEO
Qdos Contractor

View Bio
Qdos Contractor logo

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

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.

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

Contact us to book or discuss our events & services

Phone icon 01983 861133
Email icon info@bfi.co.uk

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