IR35 detailed comment


Agency Contract

The issue

The issues here would appear to be whether there the contractual arrangements fall within the Revenue definition of a 'standard agency contract' - and if so, what effect that has, and whether it

·         helps towards a decision on whether that relationship, had it been direct and without a company in between, would have been an employment contract - a contract of service - or a contract for services, or

·         would be inherently inconsistent with a contract of employment.

The Contract

The contractual arrangements involve an agency.  The Contractor's services are hired in by the agency for the express purpose of being hired on to the named client;  and then so hired on by the agency, on terms which are outside the knowledge of the Contractor.  The contract is potentially within the Revenue's definition of an agency contract.

Legal issues, and the Revenue Guidelines

Guidelines

The terms of contracts used by service company workers who obtain engagements through agencies tend to be of a standard form. Such contracts typically require the worker to work on the client’s premises, use the client’s equipment, work standard hours, be paid at an hourly rate and be subject to a high level of control. In such cases, the opinion of the IR about the engagement is likely to be that it would be employment.

Where a worker is engaged on this type of contract for a period of one month or more, and cannot demonstrate a recent history of work including engagements which have the characteristics of self-employment (see the third example below) then we will say that the engagement would have been employment and therefore be covered by the new rules. Where the contract is for less than a month, then, although the engagement may still have been one of employment, the status position will be considered on a case by case basis.  [1]

Elsewhere within the guidelines the Revenue also say:

The role of the IR is to provide advice and guidance about the employment status resulting from a given set of circumstances, not to impose any particular status. The terms and conditions of any engagement are entirely a matter for the parties involved.  [2]

The Revenue state the following criteria, and indicate that if all are satisfied then they will regard the contract as likely to fall within IR35:

·         (The contract requires the Contractor to) work on the client’s premises,

·         (The contract requires the Contractor to) use the client’s equipment,

·         (The contract requires the Contractor to) work standard hours,

·         (The contract provides for the Contractor to) be paid at an hourly rate

·         (The contract requires the Contractor to) be subject to a high level of control.

Where the above factors are all satisfied, they say they will treat the contract as falling within IR35 if:

·         (The) worker is engaged on this type of contract for a period of one month or more, and

·         (The worker) cannot demonstrate a recent history of work including engagements which have the characteristics of self-employment

They also say that 'Where the contract is for less than a month, then, although the engagement may still have been one of employment, the status position will be considered on a case by case basis.'

This declared policy, whilst undoubtedly convenient for the Revenue, is clearly self-serving, and flies in the face of all existing case law and of the principles which the Courts have laid down for deciding such issues.  It not only seeks to return to the idea of a 'checklist' (which the Courts have made quite clear is NOT the correct approach), but by doing so it also specifies the items to be included in that checklist, and (by implication) which items are not to be included - and thus again omitting other factors which the Courts have accepted as relevant - all of which may be significant, but in particular omitting to consider such factors as may result in inherent inconsistency with employment status, and many of the personal factors.  It also assumes that the selected factors only point in one direction, which again runs contrary to logic, experience, and established case law - which makes clear that the weight to be placed on factors and direction in which they point may both vary, according to the circumstances.

These comments have been criticized scathingly by the Judge in the PCG Judicial Review case as 'inflexible', and their consequences described as 'inappropriate';  the Judge made clear that, standard agency contract or not, it is still necessary to consider all relevant factors. 

It is, in my judgment, inappropriate that there should be in the February Guidance, which contains the helpful assessment of the positions of Henry, Gordon and Charlotte, the apparently inflexible stance that it is only where a contract in the agency's standard terms is for less than a month that the

"status position will be considered on a case by case basis".

Although it is right to say that the same Guidance makes it clear that in respect of such contracts for more than one month the Revenue will not automatically assume that it is to be treated as employment where the service contractor can

"demonstrate a recent history of working including engagements which have the characteristics of self-employment',

there may still be other factors to consider. Clearly some uncertainty could be resolved by the drafting, agreement and approval of a series of acceptable new standard forms.

The Judge's comments suggest that his view is that the IR35 status of each engagement should be considered on its own merits, and that the Revenue's statement of their position in this guidance on agency standard contracts is unsupportable.  This would certainly be consistent  with legal authority.  [3]

Conclusion

what would the position be likely to be in relation to this factor for a hypothetical employee?  Logic and experience suggests that a hypothetical employee would probably expect to enter an agency contract containing such standard terms as laid down by the Revenue.

what would the position be likely to be in relation to this factor for a hypothetical obviously self-employed person or consultancy (eg Andersens, or by PWC, or EDI?).  Logic and experience suggests that a hypothetical obviously self-employed person or consultancy would

·         probably not expect to enter an agency contract containing such standard terms as laid down by the Revenue, but instead would seek to ensure that the contract terms more accurately reflected the reality of the actual relationship and the Individual's independent status

·         probably have a 'recent history of work including engagements which have the characteristics of self-employment'.

do the facts here actually provide a helpful pointer towards either view?


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[1] http://www.inlandrevenue.gov.uk/ir35/guidance.htm

[2] http://www.inlandrevenue.gov.uk/ir35/guidance.htm

[3] R v PCG Ltd 2nd April 2001, paragraph 49 (iii)