Call to book: 01983 861133

IR35 Planning and Preparation Workshop: An Intensive Practical Training Day

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



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: £450 plus VAT per delegate

All dates and locations:
Wednesday 20th November 2019 - 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 workshop provides an interactive and hands on day for grappling with IR35. It is a key follow-on for delegates who attended one of BFI’s sell-out IR35 conferences, but also for ‘new’ attendees looking for a practical approach to tackling this complex challenge. It 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.

Learn how to review, plan and implement new policy whilst also learning 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

Which functions will benefit from attending

  • HR, Recruitment and Resourcing, Temporary & Agency Resourcing, Legal, Training, Compliance and Audit, Administration, Strategy, Policy, Operations, Finance, Line Managers and all Directors and staff with responsibilities within this area

Hear from


Coffee and registration


Julia Kermode

Julia Kermode


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IWORK logo

Julia Kermode

Founder , IWORK

Julia is founder and director of IWORK (, which was set up in 2020. Championing independent work, the website provides a wide-range of valuable resources to help all types of independent workers: gig workers, agency workers, temps, contractors, freelancers and the self-employed to better understand the business of working for themselves. Julia is a podcaster, network builder and campaigner. She has significant knowledge, experience and insight into the legal and tax issues affecting the independent workforce. Prior to IWORK, Julia spent 7 years as CEO of FCSA, a compliance accreditation body for accountants and umbrella firms. Here she led unprecedented growth, successfully increasing the profile of FCSA, extending influence within the government, and raising standards within an often-misunderstood sector. Julia left FCSA in a position of strength, in order to launch IWORK and have a direct impact on the independent workforce that she is so passionate about supporting.


Angela Ferguson

Angela Ferguson

Director - Employment Tax
Saffery Champness LLP

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Saffery Champness LLP logo

Angela Ferguson

Director - Employment Tax , Saffery Champness LLP

Angela is a Director in our Manchester office, specialising in employment taxes. She has trained and worked within Big Four firms since 1994. She covers the whole of the UK in her role as the National Head of Employment Taxes here at Saffery’s. Angela advises clients across all sectors in respect of a variety of employment tax issues. Angela is a regular speaker at internal and external events, often talking at industry network meetings, tax body gatherings and government departmental events.

  • 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

Morning coffee and networking


James Burrows

James Burrows

Managing Director
Danbro Workforce Solutions

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Danbro Workforce Solutions logo

James Burrows

Managing Director , Danbro Workforce Solutions

James joined Danbro in 2016 to lead the Workforce Solutions Division, providing payroll, employment and self-employment solutions to the temporary labour market. He has a first-class degree in Mathematics, an Executive MBA and a diverse background, from running start-up businesses to leading global change programmes in blue-chip companies. James set up his own PSC in 2013, offering strategic consultancy services to the construction and oil and gas industries. He specialised his offering in the analysis, design and delivery of organisational change projects. Through this experience he developed a strong network of fellow independent professionals and took on a wide variety of projects. He also learnt first-hand about some of the intricacies and challenges within the temporary labour market, standing him in good stead to help influence future developments in the sector. If you meet James, it won’t be long before you hear about his love for Derbyshire. He is an avid Derby County fan and generally loves most sports as well as both physical and mental challenges.

  • What were the motivators and how have they worked?
  • Assessing and analysing the impact on businesses and the contractors that they engage
  • What were the financial implications?
  • What new risks needed to be managed?
    • Supply chain
    • Tax avoidance schemes
    • Criminal Finances Act
  • Blanket decision-making: lessons learned
  • BBC and NHS: what does the private sector need to avoid?


Joanne Harris

Joanne Harris


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Optionis logo

Joanne Harris

Accountant , Optionis

Joanne joined the Optionis Group in 2009 as an account manager, working closely with our agency partners. After developing an interest in the technical aspects of the role, she took the opportunity to train as a chartered accountant. She is now fully qualified, and a member of the Association of Chartered Certified Accountants (ACCA). Jo also holds a 1st Class honours degree in Applied Accounting. Before making the transition into her current role, she was an accountant with ClearSky Accounting, a brand within the Optionis Group, for five years. Jo’s responsibilities included helping contractors operate their limited companies, as well as providing sound accountancy and tax advice to her clients. Since 2009, Jo has progressed through the ranks within the Optionis Group and she is now Technical Commercial Manager, helping to drive the Optionis brands as thought leaders in technical accountancy.

Clarke Bowles

Clarke Bowles

Director of Strategic Sales

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Parasol logo

Clarke Bowles

Director of Strategic Sales , Parasol

Clarke is responsible for developing and supporting relationships with our key accounts across Parasol, Clearsky and First Freelance. Clarke has over 5 years' experience within the Optionis Group and a wealth of experience within the industry. He regularly hosts legislation events with the REC and agencies whilst supporting major end clients such as Disney, Apple and Sony.

  • Reviewing your existing workforce: auditing for realistic levels of risk
  • Conducting risk-based assessments
  • Identifying the workforce levels your organisation is deploying:
    • Which roles will be affected?
    • Which workers will be scarce?
    • Which workers can be replaced?
  • Implications for your contingent workforce
  • Classifying and communicating with the affected workforce
  • Freelance options: becoming an employee versus rising rates
  • Reviewing your internal systems
  • Are your IT systems robust enough?
  • Making the best choices for your organisation and workforce
  • Planning and implementing strategy medium- and long-term
  • Maintaining visibility over how and when contractors are on-boarded and utilised
  • The pros and cons of a managed service programme (MSP)
  • The role of umbrella companies

Lunch and networking


Louise Rayner ACCA, MBA

Louise Rayner ACCA, MBA

Founder & CEO

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NumberMill logo

Louise Rayner ACCA, MBA

Founder & CEO , NumberMill

Louise Rayner is an ACCA chartered accountant who specialises in high volume worker and contractor engagement. Previously as CFO of Adecco and was responsible for paying 40,000 contractors. She has held board level positions at Randstad and other large employers, and was a part owner of an £80m t/o recruitment agency which she sold to Staffline in 2015. She established her practice and consultancy in 2013 which now looks after 800 agency clients. NumberMill also operate an FCSA Accredited umbrella and are experts in IR35. She and her team of 24 accountants, since the IR35 reforms which effected the Public Sector are now heavily involved in advising agencies and end hirers on navigating the legislation in a pragmatic way in both the Public and Private sectors.

  • Checklists and timelines: making everything simple for everyone!
  • Assessing your IR35 workers on a case-by-case basis
  • Vital skills and expertise: what can you not afford to lose?
  • Working out your workforce position: inside or outside? Principles to apply:
    • Control
    • Substitution
    • Mutuality of obligation (MOO)
  • Reviewing, renegotiating and changing current contracts and communicating options:
    • Rates increase, lower fees, assignment termination
  • Engaging contractors directly as PAYE workers
    • Contracting options:
    • Direct engagement
    • Umbrella companies
    • “margin only” contracts
    • Full outsources service
    • Project-based
    • Substitutions
  • Correctly advertising contract rates: example calculations

Afternoon tea and networking


Helen Christopher

Helen Christopher

Operations Director
Orange Genie

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Orange Genie logo

Helen Christopher

Operations Director , Orange Genie

Qualifying in 1995 with Price Waterhouse Helen has over 20 years’ experience of advising small businesses and their owners. Since 2007 she has exclusively worked in the Contractor Market, originally as a regional director for SJD Accountancy and for the last 9 years as Operations Director at Orange Genie Accountancy. Helen is passionate about delivering a personal service of the highest quality to all clients. Compliance underpins all that Helen and her team do. Clients receive not only the best advice; Helen ensures that Orange Genie act as their clients voice by staying abreast of the changing rules and regulations and lobbying Government where they can to support the contingent workforce. Since the Public Sector changes to IR35, in April 2017, Helen has been involved in supporting end clients, agencies and contractors in understanding their obligations under the new rules. Helen currently heads up the delivery of IR35 services to end clients through Orange Genie Compliance and regularly writes for Contractor UK.

  • Reducing the impact of IR35
  • Introducing a contingent worker policy
  • How to access and compete for necessary skills
  • Focusing on management training
  • Controlling the supply chain
  • Delivering contractor power!


End of workshop

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