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IR35 Planning and Preparation Workshop: An Intensive Practical Training Day

Macdonald Manchester Hotel , 91 London Road, Piccadilly, Manchester M1 2PG

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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: £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

Schedule

Coffee and registration

WELCOME, TERMS OF REFERENCE, LEARNING OUTCOMES AND OBJECTIVES

Julia Kermode

Julia Kermode

Founder
IWORK.

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IWORK. logo

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.

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

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.

  • Current proposals and new rules: what will the law actually say?
  • Understanding who will be affected, when and how
  • Contracted workers through PSCs
  • Contingent workers
  • Supply chain
  • Which organisations must comply?
  • Tax liabilities and complications
  • Understanding exemptions
  • Defining ‘reasonable care’
  • 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

LESSONS LEARNED FROM THE PUBLIC SECTOR

Colin Thompson

Colin Thompson

Business Development Director
Danbro Workforce Solutions

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Colin Thompson

Business Development Director , Danbro Workforce Solutions

  • 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?

DESIGNING AND IMPLEMENTING A WORKABLE GAME PLAN

Mark Beal-Preston

Mark Beal-Preston

Chief Commercial Officer
Optionis

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Mark Beal-Preston

Chief Commercial Officer , Optionis

Mark, former founder and MD of First Freelance, joined Optionis with the acquisition of First Freelance in March 2018 and is Chief Commercial Officer of the Optionis Group. Mark’s in-depth understanding of the contractor market draws from over 10 years as a widely respected Operations, Financial and Managing Director within the sector. Mark has overseen the tax, accounting, legal, operations and compliance for thousands of contractors over the years, as well as advising and working with many of the UK’s leading recruitment firms. He has an extensive knowledge of the tax and legislative landscape that affects contractors, agencies and end hirers. Mark grew up in South Africa, speaks isiXhosa and is a passionate supporter of the Springbok rugby team!

  • 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

CONSULTING AND ADVISING YOUR CURRENT CONTINGENT WORKFORCE

Louise Rayner ACCA, MBA

Louise Rayner ACCA, MBA

Founder & CEO
NumberMill

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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 workers' 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

MOVING THE GOAL POSTS: TALENT PROCUREMENT POST APRIL 2020

Graham Fisher

Graham Fisher

CEO
Orange Genie

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Orange Genie logo

Graham Fisher

CEO , Orange Genie

  • Implementing a timely review and making sure you understand the necessary changes you’ll need to make
  • Correctly advertising contract rates: example calculations
  • What are the best ways to access and compete for the necessary skills?
  • Smoothing the transition to maximise client and contractor retention

WRAP-UP AND OUTSTANDING QUESTIONS

End of workshop

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