Call to book: 01983 861133

IR35 Planning and Preparation Conference for Private Sector Employers

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

THIS EVENT HAS NOW SOLD OUT. You can register for the re-run by clicking: Thursday 4th July - London

Changes to IR35 legislation applying 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:

Tuesday 30th April - London - SOLD OUT

Thursday 4th July - 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

WELCOME AND INTRODUCTION

Elizabeth Smith, Director of Research, Business Forums International Ltd.

INTRODUCTION TO IR35 BY THE CHAIR

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.

UNDERSTANDING THE LEGAL CHANGES AND RAMIFICATIONS FOR YOUR CONTRACT AND FREELANCE WORKERS

Adrian Marlowe

Adrian Marlowe

Managing Director
Lawspeed

View Bio
Lawspeed logo

Adrian Marlowe

Managing Director , Lawspeed

Recruitment industry specialist lawyer: Founder and MD of compliance and legal consultancy Lawspeed, chairman of the Association of Recruitment Consultancies (ARC) and founder and director of the recruitment standards accreditation organisation Standards in Recruitment (SiR) Adrian qualified as a solicitor in 1978. In 1997 he set up Lawspeed devising new forms of commercial contracts and innovative support for recruitment agencies and related providers. Adrian’s work includes creating the first IR35 friendly contracts in 2000, the first successful IR35 challenge for the contractor (HMRC v LimeIT) and designing the first IR35 expenses insurance. He is also the architect of the conduct regulations limited company opt out. In 2009, Adrian founded the Association of Recruitment Consultancies (ARC) to provide a membership service for lobbying on the big issues affecting recruiters and to provide day to day support on compliance and operations. ARC helped persuade the government to change its approach to the AWR in 2010, setting a precedent that confirmed ARC's guiding principle to identify and address the big issues. Adrian in conjunction with Lawspeed devised and created Standards in Recruitment, launched in 2015, to fill a need for a single standard applicable to all recruitment businesses. Adrian is a member of BSI standards e-committee and the Genesis Initiative, the inter- parliamentary lobbying group for SMEs. Adrian regularly speaks at seminars and events related to recruitment law and all related operational aspects including long term strategy. His singular approach is to help business minimise risk by having the best contracts and processes in place whilst at the same time have a voice to be heard on the bigger picture.

  • Understanding who will be affected, when and how
  • Contracted staff through PSCs
  • Contingent staff
  • Which organisations must comply?
  • What penalties will you face for non-compliance?
  • Implications to your staff for:
    • Social security benefits
    • Employment law protection rights
    • Paid holidays
    • Working week limits

Morning coffee and networking

PANEL Q&A: PUBLIC SECTOR IMPLEMENTATION - WAR STORIES AND LESSONS LEARNED

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

As the leading independent membership body for professional employment services (umbrella, accountancy, CIS) FCSA is committed to raising standards and promoting supply chain compliance for the temporary labour market. Through their accreditation they encourage self-regulation in their sector, and support contractors to meet their tax and legal obligations. FCSA Accredited Members are independently tested for compliance with our 50+ page code of standards, and they must pass our annual testing in order to retain accredited status. Set up in 2008, FCSA are industry leaders with credibility and a proven track record. Their purpose is to safeguard the long-term future of the professional freelance sector for the benefit of the UK economy, through: * Setting and raising standards for service providers who support professional contractors * Promoting compliance in order to protect professional contractors * Influencing and lobbying to ensure that members’ needs are represented to policymakers *Collaborating through partnerships with like-minded organisation

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.

Adrian Marlowe

Adrian Marlowe

Managing Director
Lawspeed

View Bio
Lawspeed logo

Adrian Marlowe

Managing Director , Lawspeed

Recruitment industry specialist lawyer: Founder and MD of compliance and legal consultancy Lawspeed, chairman of the Association of Recruitment Consultancies (ARC) and founder and director of the recruitment standards accreditation organisation Standards in Recruitment (SiR) Adrian qualified as a solicitor in 1978. In 1997 he set up Lawspeed devising new forms of commercial contracts and innovative support for recruitment agencies and related providers. Adrian’s work includes creating the first IR35 friendly contracts in 2000, the first successful IR35 challenge for the contractor (HMRC v LimeIT) and designing the first IR35 expenses insurance. He is also the architect of the conduct regulations limited company opt out. In 2009, Adrian founded the Association of Recruitment Consultancies (ARC) to provide a membership service for lobbying on the big issues affecting recruiters and to provide day to day support on compliance and operations. ARC helped persuade the government to change its approach to the AWR in 2010, setting a precedent that confirmed ARC's guiding principle to identify and address the big issues. Adrian in conjunction with Lawspeed devised and created Standards in Recruitment, launched in 2015, to fill a need for a single standard applicable to all recruitment businesses. Adrian is a member of BSI standards e-committee and the Genesis Initiative, the inter- parliamentary lobbying group for SMEs. Adrian regularly speaks at seminars and events related to recruitment law and all related operational aspects including long term strategy. His singular approach is to help business minimise risk by having the best contracts and processes in place whilst at the same time have a voice to be heard on the bigger picture.

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.

Lunch and networking

HOW TECHNOLOGY AND OUTSOURCING CAN HELP MANAGE IR35 REFORM

Dan Haslam

Dan Haslam

Head of Sales
Giant Group

View Bio
Giant Group logo

Dan Haslam

Head of Sales , Giant Group

As the head of sales at giant group, Dan Haslam has 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 global workforce management solutions using unrivalled technology and smart managed services.

  • Public sector changes and impact on the market
  • Challenges
    • IR35 determinations
    • Communication
    • Operational
  • Solutions
    • Outsourced workforce management
    • Ongoing payment to inside IR35 PSC
    • Umbrella
    • PAYE/PEO
    • Supplier checklist

PRACTICALITIES AND RISK: CONSULTING AND ADVISING YOUR CURRENT CONTINGENT STAFF

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

As the leading independent membership body for professional employment services (umbrella, accountancy, CIS) FCSA is committed to raising standards and promoting supply chain compliance for the temporary labour market. Through their accreditation they encourage self-regulation in their sector, and support contractors to meet their tax and legal obligations. FCSA Accredited Members are independently tested for compliance with our 50+ page code of standards, and they must pass our annual testing in order to retain accredited status. Set up in 2008, FCSA are industry leaders with credibility and a proven track record. Their purpose is to safeguard the long-term future of the professional freelance sector for the benefit of the UK economy, through: * Setting and raising standards for service providers who support professional contractors * Promoting compliance in order to protect professional contractors * Influencing and lobbying to ensure that members’ needs are represented to policymakers *Collaborating through partnerships with like-minded organisation

Chris James

Chris James

Chairman
Freelancer & Contractor Services Association

View Bio
Freelancer & Contractor Services Association logo

Chris James

Chairman , Freelancer & Contractor Services Association

Chris James is a chartered accountant with a background in audit and due diligence, who heads JSA Group's Limited company service division. Chris is responsible for the training and development of a team of more than fifty employees, and also provides management training across the UK group. Chris writes and speaks on IR35 and off payroll, as well as practice management, integration, technology and due diligence. Chris also serves on the Board of the FCSA, and last year was elected Chairman. In his work with the FCSA Chris meets regularly with HMRC, the Treasury and BEIS, on regulation in the flexible workforce sector, as well as the nuts and bolts of ever-changing tax legislation.

  • Assessing your contingent workforce
    • Segmentation and case-by-case analysis
    • Issues with role-based assessments
    • Vital skills and expertise: what can you not afford to lose?
    • What is your appetite for risk?
    • Additional resources / support needed?
  • Working out the status of your freelancers: inside or outside IR35? Principles to apply:
    • Control
    • Substitution
    • Mutuality of obligation (MOO)
    • Other factors
  • Changing contracts and communicating options:
    • Rates increase, lower fees, assignment termination
    • Engaging contractors directly as PAYE workers
    • The consequences for contractors of being inside IR35: deemed payments, expenses, tax
  • Contracting options:
    • PAYE – agency or in-house
    • Umbrella companies
    • Employment
  • Understanding and mitigating risks: current and future considerations

TALENT PROCUREMENT POST APRIL 2020: KEY MOVES TO ENSURE YOU ARE AHEAD OF THE GAME

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 where market dynamics are headed
  • Implementing a timely review: audit & changes
  • Smart solutions to access & engage contingent talent
  • Lobbying: make your voice heard

Afternoon tea and networking

TACKLING THE CHALLENGES HEAD ON: PLANNING, PRACTICALITIES AND PRACTICE

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.

  • The challenges facing firms
  • Considering the financial numbers
  • Identifying the risk ahead
  • Planning for uncertain times: options and consequences
  • Blanket decision making “what’s the worst that could happen”
  • Assessing the status of your entire workforce
    • Don’t try this at home
    • HMRC guidance and toolkits (CEST)
    • Alternatives
    • Insurance
  • Making evidence-based decisions: internal planning essentials
  • Indicative assessments
  • Setting rates – the paradox

PANEL Q&A: PRIVATE SECTOR IMPLEMENTATION - GETTING READY FOR LAUNCH

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

As the leading independent membership body for professional employment services (umbrella, accountancy, CIS) FCSA is committed to raising standards and promoting supply chain compliance for the temporary labour market. Through their accreditation they encourage self-regulation in their sector, and support contractors to meet their tax and legal obligations. FCSA Accredited Members are independently tested for compliance with our 50+ page code of standards, and they must pass our annual testing in order to retain accredited status. Set up in 2008, FCSA are industry leaders with credibility and a proven track record. Their purpose is to safeguard the long-term future of the professional freelance sector for the benefit of the UK economy, through: * Setting and raising standards for service providers who support professional contractors * Promoting compliance in order to protect professional contractors * Influencing and lobbying to ensure that members’ needs are represented to policymakers *Collaborating through partnerships with like-minded organisation

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.

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.

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.

Adrian Marlowe

Adrian Marlowe

Managing Director
Lawspeed

View Bio
Lawspeed logo

Adrian Marlowe

Managing Director , Lawspeed

Recruitment industry specialist lawyer: Founder and MD of compliance and legal consultancy Lawspeed, chairman of the Association of Recruitment Consultancies (ARC) and founder and director of the recruitment standards accreditation organisation Standards in Recruitment (SiR) Adrian qualified as a solicitor in 1978. In 1997 he set up Lawspeed devising new forms of commercial contracts and innovative support for recruitment agencies and related providers. Adrian’s work includes creating the first IR35 friendly contracts in 2000, the first successful IR35 challenge for the contractor (HMRC v LimeIT) and designing the first IR35 expenses insurance. He is also the architect of the conduct regulations limited company opt out. In 2009, Adrian founded the Association of Recruitment Consultancies (ARC) to provide a membership service for lobbying on the big issues affecting recruiters and to provide day to day support on compliance and operations. ARC helped persuade the government to change its approach to the AWR in 2010, setting a precedent that confirmed ARC's guiding principle to identify and address the big issues. Adrian in conjunction with Lawspeed devised and created Standards in Recruitment, launched in 2015, to fill a need for a single standard applicable to all recruitment businesses. Adrian is a member of BSI standards e-committee and the Genesis Initiative, the inter- parliamentary lobbying group for SMEs. Adrian regularly speaks at seminars and events related to recruitment law and all related operational aspects including long term strategy. His singular approach is to help business minimise risk by having the best contracts and processes in place whilst at the same time have a voice to be heard on the bigger picture.

  • Workforce and succession planning
  • Lobbying: getting your voice heard
  • Lessons learned from other countries
  • IR35 and Brexit: Potential consequences

WRAP-UP AND OUTSTANDING QUESTIONS

End of conference

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