Course Details

In January 2024, the government announced its intention to mandate payrolling benefits in their aim to simplify tax. The mandatory requirements will now be phased in from April 2027. If you work in payroll or process P11d’s or manage rewards and benefits, you will need to prepare for the changes that phase one of mandatory payrolling benefits will bring in April 2027.


HMRC have confirmed that from tax year 2027-2028, private medical insurance, cars, car fuel, vans and van fuel benefits will be reported to HMRC via the payroll and RTI. Employers will no longer be able to submit these benefits through the traditional P11d process, in most cases. 


In this session Jo Marshall will cover the following topics:

  • An introduction to payrolling benefits
  • Delving into the mandatory requirements and what impact this will have on businesses and payroll bureaus
  • The voluntary payrolling, how this is different to mandatory 
  • Examples of calculating CEV and processing this in the payroll, managing benefit changes and renewal prices mid-year
  • Planning and considerations working towards April 2027 phase one go live


By attending this session, you will understand what payrolling benefits is, how it works and the impact these changes will have on all businesses who provide benefits to their employees. 


This session will be of interest to payroll teams, finance teams, HR and even recruitment, anyone who is involved in offering, and/or managing, and/or processing UK benefits and expenses.


Course level: Intermediate

CPD Course Speaker

Yorkshire Payroll Services Ltd

Jo Marshall

Jo Marshall from Yorkshire Payroll Services Ltd offers payroll training and consultancy to all businesses and payroll processing and bookkeeping services to small local businesses. With more than 20 years payroll experience, Jo can help and support businesses with all their payroll needs; from training the team to consultancy to implementing a new payroll solution.

Jo also presents payroll courses for the Chartered Institute of Payroll Professionals as well as other CPD training providers.

In December 2016, Jo became a QuickBooks Pro Advisor, offering small businesses bookkeeping solutions as well as a payroll bureau service.