Page de couverture de Profit Playbook

Profit Playbook

Profit Playbook

Auteur(s): Green & Co Accountants and Tax Advisors
Écouter gratuitement

À propos de cet audio

The Profit Playbook is your go-to podcast for boosting cash flow, cutting tax, and building a more profitable business. Brought to you by Green & Co Accountants and Tax Advisors, we share practical tips, real client stories, and expert insights to help you make smarter financial decisions. Whether you're just starting out or scaling up, every episode is packed with strategies you can use straight away. If you want to feel more confident with your numbers and take control of your business finances, this podcast is for you.Green & Co Accountants and Tax Advisors Économie
Épisodes
  • Budget Roundtable Special: Key Insights for Business and Family Finances
    Dec 4 2025

    Join Tracy Metcalfe, Susi French, and Ed Gooderham as they dissect the Autumn Budget and its practical implications for business owners, directors, landlords, and families.

    This episode covers a wide range of topics including personal taxes, remuneration, savings and investment rules, estate planning, business investment incentives, people strategy, property taxes, electric vehicle road charges, fiscal drag, national minimum wage increases, salary sacrifice changes, directors' pay, rental and savings income tax, ISA investment requirements, VCT tax changes, capital gains tax reliefs, employee ownership trusts, and technical updates on incorporation relief and EBT loan settlements.

    Equip yourself with essential knowledge to navigate the latest budget changes effectively.

    00:00 Introduction to the Autumn Budget

    00:49 Understanding Fiscal Drag and Personal Taxes

    03:07 Impact of National Minimum Wage Increase

    04:36 Changes in Salary Sacrifice and Director's Pay

    11:29 Tax Implications for Rental and Savings Income

    12:41 Updates on ISAs and Investment Strategies

    16:49 Employee Ownership Trusts and Capital Gains Tax

    18:54 Inheritance Tax and Agricultural Property Relief

    27:15 Capital Allowances and Business Investments

    34:37 Electric Vehicle Road Charges and Property Taxes

    37:50 Technical Updates and Final Thoughts


    #AutumnBudget #UKBudget #BudgetUpdate #TaxUpdate #UKTax #TaxPlanning #PersonalTax #BusinessTax #BusinessOwners #Directors #OwnerManagedBusiness #Payroll #SalarySacrifice #NationalMinimumWage #Landlords #RentalIncome #ISAs #EstatePlanning

    Voir plus Voir moins
    44 min
  • The IHT Roundtable: APR, BPR & Pensions Explained
    Nov 11 2025

    Join Green & Co’s panel as we unpack the biggest Inheritance Tax changes in years and set out clear actions for families, farmers and business owners.

    You will learn:

    • How the residence nil rate band taper works above £2 million

    • What the APR and BPR change means and how the £1 million per person cap applies

    • Why pensions are expected to fall within IHT from April 2027 and what that means for you

    • Why mirror wills can waste relief, and what to consider instead

    • Gifting, trusts and the seven-year clock, plus insurance to cover short-term risk

    • Property businesses, furnished holiday lets changes, and common myths to avoid

    • Deeds of variation, intestacy and lasting powers of attorney

    Panel:

    • Tracey Metcalfe

    • Ed Gooderham

    • Nick Park

    • Susannah French

    Who this helps:
    SMEs, owner-managed businesses and farming families who want to grow, minimise tax and safeguard wealth.


    If you want a tailored IHT review that aligns with your goals, get in touch with Green & Co. We will map your assets, review wills and pensions, and build a clear plan. Contact us - Accountants in Cwmbran, South Wales | Contact Green & CoDisclaimer:
    This episode is for general guidance. It is not advice. Please take professional advice before acting.

    Inheritance Tax UK, IHT 2026, IHT 2027, APR, BPR, pensions IHT, residence nil rate band, taper, wills, trusts, deed of variation, intestacy, LPA, farmers, SMEs, OMBs

    Voir plus Voir moins
    33 min
  • #8 - Your Managers Could Be Your Retirement Fund
    Sep 23 2025

    Thinking of selling your business but want your legacy to live on?In this episode of The Profit Playbook, host Scott Harris sits down with Ed Gooderham to explain how business owners can exit through a management buyout (MBO) by passing the reins to the very team that helped build the company.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/From structuring the deal and valuing your business to funding options and tax planning, Ed shares real-world examples of how MBOs work, the common pitfalls, and how to ensure the sale is fair and profitable.✅ How to plan years in advance to build cash and maximise value✅ Funding strategies including deferred payments and retained profits✅ The most tax-efficient ways to sell your shares✅ Key legal and financial steps to protect your payout🌐 Learn more: https://www.greenandco.com/management-buyouts-a-sellers-guide/👉 Watch next: https://www.youtube.com/playlist?list=PLqwUT_JbSI1gac8j19865QlarFqDC8UbRLike | Share | Subscribe#ProfitPlaybook #BusinessExit #ManagementBuyout #SmallBusinessTips #BusinessGrowth #TaxPlanning #AccountingAdvice #GrowYourBusiness #UKBusiness #BusinessOwner #BusinessValue #SuccessionPlanning #SMEs

    Voir plus Voir moins
    13 min
Pas encore de commentaire