Preparing for the New HMRC Tax Agent Regime - Registration & ‘Sanctionable Conduct’ for Advisors

Introduction

Finance Act 2026 introduces significant new obligations for tax agents, affecting anyone who provides tax advice or compliance services.

This new practical and interactive virtual classroom seminar examines the two most significant developments: mandatory agent registration and the new ‘sanctionable conduct’ regime.

Expert speaker Emma Rawson will explore who is affected, what the new requirements mean in practice, and the steps firms can take now to prepare for compliance and manage risk.

This session will include practical examples and opportunities for delegates to raise questions throughout.

What You Will Learn

This live and interactive session will cover the following:

• The new mandatory agent registration regime - what it is, who it applies to and key implementation dates
• The role of relevant individuals within the registration framework and how to identify them within your firm
• Ongoing obligations and practical measures to maintain compliance with the registration requirements
• The introduction of the sanctionable conduct rules and how they differ from the previous regime
• What constitutes sanctionable conduct, what falls outside the rules and the implications for advisers
• Key risk areas when providing tax advice and practical steps to reduce exposure to penalties and sanctions
• Actions firms should take now to prepare for the new regulatory environment

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.