Call to book: 01983 861133

IR35 Planning and Preparation Workshop: An Intensive Practical Training Day

Birmingham, City Centre Venue TBC

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

Chief Executive
Freelancer & Contractor Services Association

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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.


Angela Ferguson

Angela Ferguson

Director - Employment Tax
Saffrey Champness

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Saffrey Champness logo

Angela Ferguson

Director - Employment Tax , Saffrey Champness

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


Colin Thompson

Colin Thompson

Business Development Director
Danbro Workforce Solutions

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Danbro Workforce Solutions logo

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?


Mark Beal-Preston

Mark Beal-Preston

Chief Commercial Officer

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Optionis logo

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 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 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


Graham Fisher

Graham Fisher

Orange Genie

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Orange Genie logo

Graham Fisher

CEO , Orange Genie

  • 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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