The Finance Act 2026 was passed on 18 March 2026 and with it coming into force introduced a new obligation for some solicitors, especially those who undertake residential conveyancing.
Different from the definition under Regulation 11(d) of the MLR2017 of a tax advisor and the registration with your regulator, the clock has started ticking for you to register with HMRC to get an agent services account.
Why us? Under part 7 of the Finance Act, all of those that ‘interact’ with HMRC as part of a service for others must register as a tax advisor.
As registration for an agent service account opened on May 18 2026 time is ticking and you have until August 18 2026 to register.
This session will cover all aspects of the HMRC registration process making it as painless as possible to be compliant.
Law firm compliance professionals, COLPs and COFAs, Risk and regulatory managers, Solicitors with compliance responsibilities
Basic – no previous knowledge required
- The legislation behind it all – Finance Act 2026
- Why we need to register with HMRC
- Who needs to register with HMRC
- Is it the firm that registers or individuals?
- What is the registration process
- What are the consequences of not registering or not registering on time?
- Actions you can take to prepare for this mandatory registration
This live webinar contains a 45-minute presentation from Jo Morris, a 15-minute Q&A session where you can ask any questions you'd like directly to Jo. You can download your own copy of the presentation and resources to refer to during and after the live webinar.
You will be able to actively listen to the course and ask questions to the speaker.
The live webinar begins at 10:00am.
The £69 +VAT price includes:
- 45-minutes of topical content
- 15-minute interactive Q&A
- Comprehensive lecture notes
- Digital CPD certificate
Of course. To book multiple delegates, increase the amount of tickets you wish to buy and add them to your basket. Once your payment has been processed, you will then be asked to assign the tickets to the delegates attending. Each delegate will then receive an email with instructions on how to finalise their booking
For group booking discounts please get in touch with us on team@formediagroup.co.uk.
You can now pay by invoice directly through our website.
- Add your event tickets to your basket.
- Click “Checkout.”
- Select Pay by Invoice.
- Enter your details and receive your invoice instantly by email (you can also view it on screen).
Once your invoice is paid, simply log into your account to assign tickets to your team. Your invoice will remain valid for 7 days. After that, any unpaid tickets will be automatically released.
This live webinar provides you with 1 hour of learning.
Attendees will receive a CPD certificate upon completion of this course.
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About the speaker
Jo Morris
Jo Morris has almost forty years’ experience of working in solicitors’ practices from being a legal cashier, practice manager and risk and compliance training manager. Jo has been a freelance trainer and consultant since 2015 having previously been the Risk and Compliance Training Manager for a top 40 law firm.
Jo delivers training in many compliance topics including Anti-Money Laundering, Anti-Bribery Compliance, SRA Standards and Regulations including the SRA Accounts Rules and courses specifically designed for the MLRO/MLCO.
She is qualified NVQ assessor and holds a Certificate in Education for Teaching in the Lifelong Learning Sector.
She was highly commended in 2011 by the Legal Education and Training Group (LETG) in the category Best Programme for Lawyers for Solicitors Accounts Rules training. She was shortlisted in the Compliance Trainer of the Year category in the C5 Women in Compliance Awards in 2014.
Jo is also a Compliance Support Panel member and trainer for the Association of Legal Compliance and Accounts (ALCA)
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