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MTD Live

28 April 2025, Chartered Accountants’ Hall

This event has passed but a recording will be available shortly. Visit our MTD resource hub for further support in navigating MTD for Income Tax.

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Highlights

MTD Live provides an opportunity for you to hear answers to the questions you have regarding what, why and how MTD income tax will impact your practice. Learn how you can prepare your firm and clients for a successful implementation.
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Practical guidance

Gain expert insights on policy and design, along with actionable strategies for seamless implementation.

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Supporting partners

Discover the latest software solutions and innovations from leading providers, designed to support your practice.

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Discussion and networking

Connect with industry peers to exchange experiences, gain valuable insights, and expand your professional network.

Programme

Registration
09:00
Welcome
Alison Ring, Director, Public Sector & Taxation, ICAEW
09:30
MTD income tax – why and when?
Join our panel discussion with ICAEW’s Tax Faculty and HMRC exploring the rationale and core principles underlying MTD income tax policy, design and implementation. We consider the MTD income tax requirements, including who is in scope from when and what will they need to do.
09:35
Break
10:35
Software for MTD income tax – what to consider
The second session will explore the vital role of software in MTD income tax. Delegates will experience live demonstrations from leading software providers, showcasing practical solutions and industry advancements.
Sage: Making MTD work: How to roll it out and price it profitably
Join Chris Downing, Director for Accountants and Bookkeepers at Sage to learn how to simplify MTD for your firm and clients, roll it out smoothly, and price it profitably; so you stay in control and avoid a last-minute scramble.
10:55

Please note that the programme is subject to change.

Xero: Making tax digital for income tax solution
Preparing your practice and clients early means you won’t be scrambling to meet the deadline. Join our live demo and discover how Xero’s solution can support your practice.
11:25
Lunch
11:55
QuickBooks: Smart Automations: See how QuickBooks simplifies MTD for Income Tax
Fer Amenedo, Principal Product Manager will show how QuickBooks can help practices simplify MTD for Income Tax through smart automation, onboarding, integrated tools, and client-ready solutions.
12:55
MTD income tax in practice panel – how are members implementing?
In our final session, Rebecca Benneyworth is joined by Hammock CEO Manoj Varsani, practice member Aaron Patrick, and Lindsey Wicks, Senior Technical Manager, Tax Policy at ICAEW to discuss practical steps to prepare your firm and clients for MTD income tax including first-hand experiences of the HMRC testing.
13:25
Closing comments
Alison Ring, Director, Public Sector & Taxation, ICAEW
14:25
Close
14:30

Our speakers

Alison Ring
Alison Ring OBE Director, Public Sector & Taxation, ICAEW

Alison joined ICAEW in 2020 as the Director of the Public Sector team, supporting members in delivering public priorities and sustainable finances. ICAEW promotes effective financial management, audit, assurance, reporting, governance, and ethics in the public sector. Since September 2021, Alison also leads the Tax team, enhancing ICAEW’s reputation in tax through engagement and representation. She supports members in tax practice, ensuring high standards of competence and ethics. Alison qualified with a medium-sized firm, worked at HMRC for 25 years, and held the post of Commissioners’ Advisory Accountant.

Caroline Miskin
Caroline Miskin Senior Technical Manager, Digital Tax, ICAEW

Caroline joined ICAEW’s Tax Faculty in early 2016 as Tax Practitioner Support Manager. She previously worked at TaxAid, a charity providing free tax advice to low-income individuals, where she was Technical Director. Before that, she worked at ExxonMobil UK, advising on corporation tax and expatriate taxation, and became a Chartered Tax Adviser. Caroline started her career as a trainee Chartered Accountant in Dublin and is a member of Chartered Accountants Ireland. At ICAEW, she focuses on the tax system for practitioners and personal tax areas, with interests in digitalisation, Making Tax Digital, and HMRC online services. She represents ICAEW on HMRC’s agent engagement forums.

Rebecca Bennyworth
Rebecca Benneyworth MBE Lecturer, writer and tax consultant

Rebecca is a lecturer, writer and consultant on a wide variety of taxes. She lectures extensively to accountants and business people, and also to HMRC and the Treasury. She also has an interest in all issues affecting smaller practices and has her own small accountancy practice based in Gloucestershire.

Fer Amenedo
Fer Amenedo Principal Product Manager, Intuit QuickBooks

Fernando is a Principal Product Manager leading Intuit’s QuickBooks Practice Manager and MTD for Income Tax propositions in the UK. Prior to Intuit QuickBooks, Fernando has coordinated the strategy, design and build of complex propositions, launching winning products that solve the needs of millions of customers. With a background in digital design, product management, CX and digital delivery, Fernando has worked with many high-profile companies across various industries, including Apple, HSBC, Coca-Cola, Tesco or Barclays, among many others.

Jess Deadman
Jess Deadman Senior Education Specialist, Xero

Before joining Xero, Jess spent over three years in practice as a cloud accountant where she trained small businesses on Xero and connected apps. Jess is now a Senior Education Specialist at Xero and she is dedicated and passionate to helping accountants, bookkeepers and small businesses succeed with Xero and hearing all the love shared by Xero's Partners and small business users.

Chris Downing
Chris Downing Director for Accountants and Bookkeepers, Sage

Chris joined Sage having been a partner at a top 100 accountancy firm. He brings nearly 20 years of hands-on experience and strategic insight of the profession, coupled with an infectious enthusiasm in the adoption of technology and Business Intelligence to improve reporting and drive innovation in the SME sector.

Katie Greet
Katie Greet Senior Professional Services Consultant, Intuit QuickBooks

Katie is a qualified accountant with extensive experience across a variety of industries. Her diverse background allows her to blend industry insights with deep product knowledge of QuickBooks to help accountants optimise their workflow. Katie specialises in advising accountants on how to build plans to prepare their teams and clients for Making Tax Digital (MTD) for Income Tax.

Craig Ogilvie
Craig Ogilvie Director – Making Tax Digital, HMRC

Craig has enjoyed a UK Government career spanning over twenty years holding several key roles specialising in Digital and Data Transformation. Craig led the internal delivery of business change and engagement for go live of the high-profile Making Tax Digital Transformation Programme, and has held roles at HMRC as Director and SRO of Debt Management, Debt Respite, Payments and Pensions Transformation, SRO for Data Transformation, Data Remediation, and the Unique Customer Record Programme, and now programme Director of HMRC’s flagship Making Tax Digital.

Aaron Patrick
Aaron Patrick Head of Accounting, Boffix

Also known as ‘The QuickBooks Chap’, Aaron is a Chartered Accountant, Certified UK Intuit QuickBooks Trainer and Director of the accountancy practice Boffix. Aaron is passionate about helping others and uses his YouTube Channel to deliver free tips & tricks for those that use QuickBooks and also provides personal 1:1 Training sessions for users that want deep dive into QuickBooks further and discover how it can benefit their business.

Sam See
Sam See Education Specialist, Xero

Sam spends his time helping accountants and bookkeepers make the most out of using Xero. Sam worked in managed accounting and software migration for over five years before moving to Xero. Now using his experience Sam delivers compliance and tax based education to accountants and bookkeepers, ensuring they have the most up-to-date knowledge of the latest legislation and how Xero helps with compliance and practice efficiency.

Manoj Varsani
Manoj Varsani MBE CEO & Founder, Hammock

Manoj is a former CTO with extensive experience in the property sector, having previously worked at a subsidiary of Informa Group (FTSE 100), an online estate agent, and a peer-to-peer asset-backed lending platform. Manoj is a landlord and has experienced first-hand the challenges of managing property finances with spreadsheets and paper notes. He created Hammock to save landlords time and money, providing cashflow monitoring, bookkeeping, tax statement and business intelligence services for the property sector.

Lindsey Wicks
Lindsey Wicks Senior Technical Manager, Tax Policy, ICAEW

Lindsey joined the ICAEW’s Tax Faculty team in 2019 – initially as its technical editor before progressing into a tax policy role. After qualifying as a Chartered Accountant in 2000, Lindsey decided to specialise in tax and spent over 12 years working in Grant Thornton’s National Tax team.

Our partners

Dext logo
Dext

Dext transforms bookkeeping with a comprehensive suite of tools for data capture, automation, health insights, and practice management. From automating the extraction of invoices and receipts to reconciling e-commerce sales and delivering advanced reporting, Dext empowers accountants, bookkeepers, and their clients to manage financial data with ease.

Find out more
Intuit Quickbooks
Intuit Quickbooks

Intuit QuickBooks is online accounting software that supports you and your business. Our simple, smart accounting software helps you take control of your finances - whatever your business size. You’ll get expert help from real people. From invoicing and expenses to payroll and submitting VAT the Making Tax Digital way - get peace of mind, with QuickBooks.

Find out more
Sage logo
Sage

Sage is the proud market leader in cloud business management solutions supporting millions of small and medium size businesses globally. Explore its Sage for Accountants plans to equip your practice with everything it needs to tackle MTD for Income Tax now, and in the future.

Find out more
Starling Bank logo
Starling Bank

Starling Bank is an award-winning, fully-licensed and regulated bank built to give people a fairer, smarter and more human alternative to the banks of the past. It offers personal, business, joint, teen, euro and dollar accounts alongside a child card and a range of lending products.

Find out more
Xero logo
Xero

Xero is a global small business platform which includes a core accounting solution, payroll, workforce management, expenses and projects, plus an extensive ecosystem of connected apps and connections to banks and other financial institutions helping small businesses access a range of solutions from within Xero’s open platform.

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Book your free place

MTD for income tax

Making Tax Digital for income tax is a fundamental change to the administration of the UK income tax system. It affects how individuals with income from self-employment and/or property and their agents will maintain accounting records and submit data to HMRC. It starts from April 2026 for those with gross income of over £50,000.

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