Katie Collin : Beyond the Balance Sheet
Podcast Description
Welcome to Katie Collin: Beyond the Balance Sheet, the podcast that lifts the lid on the financial realities of life as a medical professional in the UK. Hosted by Katie Collin, partner at Ramsay Brown LLP and specialist medical accountant, this show goes deeper than the numbers. From NHS pensions and tax planning to GP practice management and policy shifts, Katie shares expert insights, candid conversations, and real-world guidance tailored for doctors, practice managers, and healthcare professionals. Whether you're navigating your annual allowance, planning a career move, or running a thriving partnership, this podcast is your essential companion to making informed, confident financial decisions. New episodes drop regularly. Follow now and take control of your financial future.
Podcast Insights
Content Themes
The podcast focuses on essential financial topics for healthcare professionals, including NHS pensions, tax planning, GP practice management, and policy changes. For example, a debut episode discusses the implications of the Employer's National Insurance increase on GP practices, addressing costs and operational impacts, while future episodes will cover incorporation and its effects on medical practices.
Welcome to Katie Collin: Beyond the Balance Sheet, the podcast that lifts the lid on the financial realities of life as a medical professional in the UK. Hosted by Katie Collin, partner at Ramsay Brown LLP and specialist medical accountant, this show goes deeper than the numbers. From NHS pensions and tax planning to GP practice management and policy shifts, Katie shares expert insights, candid conversations, and real-world guidance tailored for doctors, practice managers, and healthcare professionals. Whether you’re navigating your annual allowance, planning a career move, or running a thriving partnership, this podcast is your essential companion to making informed, confident financial decisions. New episodes drop regularly. Follow now and take control of your financial future.
In this episode of Beyond the Balance Sheet, Katie Collin sits down with Diane Holden, Senior Partner Success Manager at Xero, to break down one of the biggest changes to income tax in decades. Making Tax Digital will transform how locums, clinicians, landlords and sole traders manage and report their income.
Diane explains what MTD really involves, who will be affected first, and how Xero can make the transition smoother and far less stressful.
In this episode, they explore:
• What Making Tax Digital is and why HMRC is changing the system
• Who falls into scope and how the new thresholds will be phased in
• Why your 2024 to 2025 tax return determines if you are captured
• How quarterly digital submissions will replace the annual tax return
• How Xero, bank feeds, Hubdoc and a separate business account keep digital records accurate
• How real time data improves tax planning, session decisions, pensioning and profitability
Guest:
Diane Holden
Senior Partner Success Manager at Xero. Diane supports firms and business owners through digital transformation and has worked closely with Ramsay Brown LLP to prepare healthcare clients for Making Tax Digital.
Resources and links:
Connect with Katie Collin
Connect with Ramsay Brown LLP
Connect with Diane Holden
Learn more about Xero
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