Join us in York

25 March 2026

The Milner York | 9:30am - 2:00pm

Get MTD done: essential steps to practice success – this CPD-accredited event, exclusive to Partners, covers the essential steps you need to get MTD done confidently and efficiently.

Register for the York roadshow

Event overview

9:30am - 2:00pm, Wednesday 25th March 2026

The countdown for MTD for Income Tax is on! This CPD-accredited event, exclusive to Partners, covers the essential steps you need to get MTD done confidently and efficiently.

Here’s what to expect:

clear next steps to put your MTD plan into action
insights into tried and tested workflows for MTD for Income Tax
a live demo on how to make MTD for Income Tax submissions with FreeAgent

You’ll hear about FreeAgent’s latest features directly from our Product team, meet your dedicated Account Manager, and network with other local accounting professionals.

And that’s not all! We’ll provide a tasty breakfast and lunch, and hand out the latest FreeAgent swag (in case you missed it or would like some more!).

Attendance of the Roadshow is worth two CPD points.

Agenda

9:30 - 10:00
1. Breakfast, networking and a catch-up with your Account Manager
10:00 - 11:00
1. Kick off: interactive polls and more to see where your peers stand!
2. Roadmap to MTD success: a deep dive into preparing your practice for the transition
3. MTD workflow in action: a live, end-to-end demo of FreeAgent’s streamlined submission process
4. Partner spotlight: a leading firm shares their first-hand MTD strategies and insights
11:00 - 11:15
1. Break
11:15 - 12:15
1. The FreeAgent ecosystem: discover how our partnerships and key integrations save you time and provide a competitive edge
2. Mettle and FreeAgent: hear directly from Mettle how they are supporting practices and small businesses as they prepare for MTD
3. The landlord challenge: tips for mastering property income compliance, featuring a live demo of FreeAgent for Landlords
4. Product Roadmap 2026: see how we’re evolving our tools to make your practice life easier and more automated
12:15 - 1:00
1. Q&A, closing remarks and networking with our Product and Implementation teams
1:00 - 2:00
1. You’re welcome to join us for a complimentary lunch!

Speakers

Dougie Macmillan
Sales Manager, FreeAgent

Drew Moyes
Business Development Manager, FreeAgent

Stu McEwan
Staff Product Manager, FreeAgent

Venue information

The Milner York, York | View on Google Maps

The Milner York hotel, located in the heart of the city, offers picturesque views of the Minster and is close to York Station.

The Milner York is conveniently located next to York Station, offering direct connections to numerous destinations across the country, including Newcastle, Edinburgh, and Manchester. Trains to London King’s Cross take less than two hours, making travel quick and convenient.

Want to join us in York this March? Save your spot

Can't make it in person? Watch the webinar

If you can’t make it to our Roadshows in person, join us for the virtual session this April. Attendance of this event is worth two CPD points.

Live webinar via On24
11am, Thursday 16th April 2026

Illustration of an outdoor picnic with a tablet playing a video, surrounded by a picnic basket and party flags.

Details of the event, including how to attend in-person or access the webinar, will be sent to the contact details associated with your FreeAgent account. If you need to edit your account details, please get in touch with your Account Manager.

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