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Tax Refreshers and Updates

Tax Refreshers and Updates

Mandatory HMRC Agent Registration - Where We Are Now

Date: 29th May 2026

Time: 10:00am - 11:00am

CPD hours: 1 hour

Pricing

Non member: £99.00 + VAT

Presenter

Dean Shepherd

About Dean

OBJECTIVES

This session will provide accountants with a practical, step-by-step guide to completing HMRC’s new mandatory agent registration ahead of the portal going live. Attendees will learn how the registration process works, what information and checks HMRC will require, and how to minimise disruption to your practice. The session will also focus on final readiness actions, internal responsibilities, and ensuring practices can continue interacting with HMRC without interruption.

KEY TOPICS

  • The statutory definition of a "tax adviser" and exclusions
  • What counts as an "interaction" with HMRC
  • The phased registration timetable from 18 May 2026
  • Identifying "relevant individuals" in smaller and larger firms
  • Registration conditions, including tax compliance and AML supervision
  • HMRC's new enforcement powers and civil penalties

WHO SHOULD ATTEND

Partners, managers and staff responsible for tax compliance, HMRC agent interaction, practice governance and regulatory oversight within an accountancy practice.

Book now

What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials