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IR35 - Preparing for the Changes

New Half-day course  |  3 CPD hours

£ 269 +VAT per person

£269 +VAT
per person

This course can be presented in-house at your premises. You can find out more about our in-house training here.

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Home > Courses > IR35 - Preparing for the Changes

IR35 - Preparing for the Changes

Half-day course

Course prices:

Classroom: £269 +VAT per person

Course overview

From April 2021, the Government will require medium and large businesses in the private sector to implement the off-payroll rules that have previously been in force in the public sector, which will also be further affected by the rule changes. This is arguably the biggest change in employment status for employers and agents for many years. The new rules will make businesses liable for determining the tax status of contractors using Personal Service Companies (PSCs). The changes will have a huge impact on finance, HR and payroll teams - who will be faced with potentially significant costs and compliance challenges. Small private firms and micro-entities and the contractors who work for them through PSCs are not affected.

This half-day course is essential for any organisation that meets the criteria and engages with freelancers and contractors operating through a Personal Service Company (PSC). It will give you a complete understanding of the new IR35 rules and how they will affect your organisation. This understanding will be crucial in enabling you to fully prepare for the inevitable challenges that will arise. Non-compliance can result in unwanted company fines, so appropriate preparation and implementation of the rules is even more critical. 

The course is delivered by one of our renowned payroll experts and there will be the opportunity for interactive discussions during the course. 

Course objectives

This half day course will...

  • Provide an introduction to employment status and carrying out a contract review
  • Familiarise delegates with the current public sector rules and the issues that have emerged since their introduction
  • Outline the private sector changes that will impact both public, private and voluntary sectors and those that will only impact the private sector
  • Consider the operational challenges for HR, finance and payroll team in implementing the rules
  • Consider the particular complexities for payroll agents who will be providing payroll services to both engagers and single director freelancers/consultants
  • Help you to determine an action plan for your business

Who should attend?

The course is crucial for people with any Finance, Payroll or HR responsibility within their organisation. The rule changes apply to medium and large businesses that turn over more than £10.1m, employ more than 50 people and have a balance sheet over £5.1m. Public and voluntary sector organisations that engage freelance contract workers should also attend as the rules will change for them too as compared to what they have had to do in respect to PSCs since April 2017. 

Whether you run your payroll in-house or outsource it to an agent you need to understand the impact of these new rules from a cost, administration and operational perspective

Payroll agents will need to assess the impact of the regulations on their letters of engagement and their fee strategy for providing payroll services

The course assumes some prior understanding of payroll operations.

Extra benefits

  • course pack containing the information presented on the day
  • certificate of attendance

What will you learn?

  • Why do you need to understand how the system works?
  • What is meant by off-payrolling?
  • What is the difference between an Engager and a Fee Payer?
  • What is the definition of a Personal Services Company (PSC)?
  • How can you check a worker’s employment status for tax purposes?
  • If you’re a consultant how do you get a Status Determination Statement (SDS)?
  • How are small, medium and large engagers defined?
  • How does IR35 interact with the Construction Industry Scheme (CIS)?
  • Which changes are going to have an impact on the Public Sector?
  • How can the liability for tax be transferred along the supply chain?
  • What are the key factors that HMRC take into account when assessing whether someone is an employee?
  • What are the key factors that HMRC take into account when assessing whether someone is ‘in business’?
  • How often must a contractor’s employment status be reviewed?
  • How should the payments be processed, according to status?
  • What penalties do HMRC have at their disposal?
  • What is the process for appealing a penalty or decision by HMRC?
  • What are the risks facing your organisation from these new rules?
  • What additional help and resources are available?

Course presenters

  • Jo Marshall

    Jo has more than 20 years’ experience of working in payroll roles, most recently for a software house with many external clients. She now runs her own payroll services company and delivers consultancy and training on payroll issues for a variety of clients.

  • Kate Upcraft

    Kate is a renowned conference speaker and writer on legislative issues, including tax and National Insurance, benefits and the whole range of employer compliance responsibilities. She undertakes consultancy work with employers, assisting them with topics such as payroll health checks, RTI and auto-enrolment, systems selection and departmental re-engineering.

Course dates