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IR35 history & overview

Introduction

“IR35” is a piece of tax legislation announced in 1999, which took effect from April 2000. (See What is IR35?)

The legislation means that HMRC can tax some contractors as though they are employees of their clients. For those caught it means paying significantly more tax.

This article provides an IR35 overview and lists the key events in the history of IR35.

 

 

1999 - IR35 History

Event Date Detail
IR35 measures announced. Mar 1999 Initial HMRC IR35 press release announcing the measures to counter tax avoidance in the area of personal service provision with the intention of them taking effect from April 2000.
PCG formed. May 1999 PCG formed to combat the IR35 proposals.
Modified IR35 measures accounced. Sep 1999 Second press release detailing a modified approach based on consultations:
  • onus on the service companies to follow rules;
  • service companies to collect the tax rather than the clients.
  • Existing tests for self employment to be used.
  • Flat rat of 5% allowed for non Schedule E expenses.

Passed in Commons.

Nov 1999

After peers backed down, the Welfare Reform and Pensions Bill (which contained IR35) passed in the house of Lords.

2000 - IR35 History

Event Date Detail
Revenue publishes IR35 guidance. Feb 2000 HMRC publishes FAQs for IR35.
IR35 becomes law. Apr 2000 Finance Act published – schedule 12 being specific to IR35.

2001 - IR35 History

Event Date Detail
Judicial Review Mar - Apr 2001

PCG took HMRC to a Judicial Review.

High Court dismissed the PCG and IR35 remained law.
First IR35 case loses. Aug 2001

Battersby versus Campbell.

First case to go before Special Commissioners is lost.
Second IR35 case loses. Dec 2001

F S Consulting Limited vs McCaul.

Second case to go before Special Commissioners is lost.
Judicial Review - Appeal Dec 2001 Judges dismiss appeal by PCG.

2002 - IR35 History

Event Date Detail
PCG focuses on case law Jan 2002 PCG drops legal fight with HMRC to focus on case law.
First IR35 case won. Oct 2002

Lime IT vs Justin

First case to be won at the Special Commissioners.

2003 - IR35 History

Event Date Detail
IR35 case lost at High Court Mar 2003 Synaptek vs Young.

2004 - IR35 History

Event Date Detail
IR35 case lost Jan 2004 Usetech vs Young.

2005 - IR35 History

Event Date Detail
Tories Propose Abolishment. Jan 2005 Tories Propose Abolishment of IR35.
Freelancer Loses Case. Jan 2005 Freelancer Loses IR35 Case..
Netherlane Limited loses at the Special Commissioners.
PCG wins freelancer case as special commissioners. May 2005 PCG wins case for Mike Ansell

2006 - IR35 History

Event Date Detail
Court of Appeal status ruling on employment status. Mar 2006 Cable and Wireless v Muscat

Concerns that contractors could start to claim employment rights.

PCG Analysis of Cable and Wireless v Muscat Judgement

Fears over Muscat bite

2007 - IR35 History

Event Date Detail
Island Consultants Ltd lose IR35 case to Revenue. Jul 2007 Island Consultants lose IR35 Case

Island Consultants Ltd V Revenue & Customs

No IR35 Precedent Set, Experts Say

Conservative John Redwood says Tories will "Turn back the clock on IR35 and MSC's" Aug 2007 Redwood: "We will Turn Back the Clock Entirely on IR35 and MSC"

2008 - IR35 History

Event Date Detail
Datagate Services Ltd wins case. Jan 2008 Lawspeed IR35 Win Shows Contractors Can Prove Status

MKM Computing Ltd loses case at special commissioners. Jan 2008 See this article - last paragraph

MKM Computing Ltd - Special Commissioners Decision

Dragonfly Consulting Ltd loses £99,000 in IR35 case.



Dragonfly subsequently loses appeal.
Jan 2008




Sep 2008
Contractor Loses £99,000 in IR35 Case for Being 'Part and Parcel'

Dragonfly Consulting Ltd - Special Commissioners Decision

Crucial Dragonfly Consulting IR35 appeal has been lost
First Word Software Ltd wins IR35 Case at Special Commissioners Jan 2008 Accountax Win IR35 Case For Contractor - First Word Software Ltd

First Word Software Ltd - Special Commissioners Decision


Published: Wednesday, December 27, 2006

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