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 PASSED. CLICK HERE TO SEE FULL LIST OF UPCOMING EVENTS ON OUR HOMEPAGE
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
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
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.
UNDERSTANDING THE LEGAL CHANGES AND RAMIFICATIONS FOR YOUR CONTRACT AND FREELANCE WORKERS
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
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.
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.
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
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.
Lunch and networking
HOW TECHNOLOGY AND OUTSOURCING CAN HELP MANAGE IR35 REFORM
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.
- 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
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.
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
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.
- 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 (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.
- 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
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.
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.
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.
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.
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
Contact us to book or discuss our events & services
01983 861133
info@bfi.co.uk
Event sponsored by
Official sponsor of this event - giant provide specialist, end to end software and global workforce management solutions using unrivalled technology and smart managed services. The commitment to compliance at giant protects your business from risk and their rigorous international security standard ISO 27001 ensures that your data is GDPR secure. Their long-term clients including Barclays and Page Group benefit from giant’s expertise since 1992 and continue to do so. Go to website