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

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

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

Want to charge more and stop competing on price? In this Profit Playbook episode, host Scott Harris sits down with brand strategist Matthew Barroccu (New Realm Creative) to unpack a practical 5-step brand strategy any SME can use to become the only choice in their market, even on a small budget.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/You’ll learn - Brand vs. logo: what a brand really is (mark + product + values & associations) - The 5-Step Brand Plan: Spirit → Focus → Different → Trend → Action - Onlyness positioning: how to be perceived as the only choice - Finding your focus: opportunity scoring and the Boston Matrix in plain English - Differentiation that sticks: the “lie your market believes” and how to break it - Ride the right trends: macro vs. micro (without chasing fads) - Customer journey mapping: turn strategy into actions that drive profit Real-world examples discussedLiquid Death, Five Guys, Apple, Peloton — plus how we applied these ideas at Green & Co.Contact Matthew Barroccu:

📧 matthew@newrealmcreative.co.uk

🌐 www.newrealmcreative.co.ukLearn more about working with us: https://www.greenandco.com/contact-us/👉 Watch next (playlist): https://www.youtube.com/playlist?list=PLqwUT_JbSI1gac8j19865QlarFqDC8UbRLike | Share | Subscribe#ProfitPlaybook #BusinessGrowth #SmallBusinessTips #TaxPlanning #AccountingAdvice #GrowYourBusiness #SMEs #BusinessOwner #UKBusiness #BusinessAdvice #HowTo #BusinessGrowth #BrandStrategy #Branding #Differentiation #Pricing #CustomerJourney #MarketingStrategy

Thinking of buying the business you work for? In this episode of The Profit Playbook, host Scott Harris is joined by Ed Gooderham to break down how managers can step up from employee to owner through a management buyout (MBO)—often without needing upfront cash.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/From funding options and tax-efficient structures to valuing the business and negotiating terms, Ed shares real-world examples of how MBOs actually work, what to watch out for, and how to make sure the deal is fair for both sides.✅ How management buyouts can be funded with little or no upfront cash✅ The most tax-efficient way to structure a buyout✅ What to look for in valuations and due diligence✅ Why independent advice is essential before signing any deal🌐 Learn more: https://www.greenandco.com/management-buyouts-a-buyers-guide/

Like | Share | Subscribe#ProfitPlaybook #BusinessGrowth #IncomeStreams #SmallBusinessTips #TaxPlanning #AccountingAdvice #GrowYourBusiness #SMEs #BusinessOwner #UKBusiness #BusinessAdvice #HowTo #BusinessExit #ManagementBuyout #BusinessGrowth #BusinessValue

Thinking of selling your business? In this episode of The Profit Playbook, host Scott Harris is joined by Ed Gooderham to unpack the biggest mistakes owners make with exit planning and how to avoid losing thousands (or even millions) when it’s time to step away.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/From management buyouts to third-party sales and passing the business to family, Ed shares real-world examples of what works, what doesn’t, and how to structure a deal in the most tax-efficient way possible.✅ Understand the different types of exit strategies✅ Learn how to maximise your business value before selling✅ Discover how to prepare your management team for succession✅ Avoid the common pitfalls that can derail a sale🌐 Learn more: https://www.greenandco.com/i-want-to-exit-my-business/Like | Share | Subscribe#ProfitPlaybook #BusinessGrowth #IncomeStreams #SmallBusinessTips #TaxPlanning #AccountingAdvice #GrowYourBusiness #SMEs #BusinessOwner #UKBusiness #BusinessAdvice #HowTo #ExitPlanning #BusinessExit #ManagementBuyout #SellYourBusiness #SuccessionPlanning #BusinessGrowth #BusinessValue #EBITDA

Is your business profitable on paper but still struggling with cash flow? In this episode of The Profit Playbook, Scott Harris breaks down the working capital cycle, the crucial formula that explains why money isn’t hitting your bank account when you need it most.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/Scott explains the simple formula behind the working capital cycle and why it's often the hidden reason businesses run out of cash. Using a real-world bakery example, you’ll learn how to calculate your cycle and, more importantly, how to fix it.✅ Understand the working capital cycle in plain English✅ Learn how long it takes to get paid (and why it matters)✅ Six practical ways to improve cash flow today📥 Download your FREE Working Capital Cycle Guide: https://www.greenandco.com/wp-content/uploads/2025/07/The-Working-Capital-Cycle-A-Practical-Guide-to-Improving-Business-Cash-Flow.pdf🌐 Learn more: https://www.greenandco.com/working-capital-cycle/👉 Watch next: https://www.youtube.com/playlist?list=PLqwUT_JbSI1gac8j19865QlarFqDC8UbRLike | Share | Subscribe#ProfitPlaybook #BusinessGrowth #IncomeStreams #SmallBusinessTips #RevenueAnalysis #TaxPlanning #AccountingAdvice #GrowYourBusiness #SMEs #BusinessOwner #UKBusiness #BusinessAdvice #HowTo #Cashflow #WorkingCapitalCycle

Did you know your business could be missing out on thousands in R&D tax relief?

In this episode of The Profit Playbook Podcast, we break down how R&D tax credits work and how they can put money straight back into your business.

Scott Harris is joined by Adam Park from Zest R&D to explain:

✅ What qualifies as research and development (R&D)

✅ How to claim R&D tax relief easily

✅ Common mistakes that cost businesses moneyContact

Adam Park:📧 adam@zest.tax🌐 www.zest.tax

👉Download our FREE R&D Tax Relief Guide: https://www.greenandco.com/wp-content/uploads/2025/07/How-to-Claim-RD-Tax-Relief.pdf

🌐 Learn more about claiming R&D tax credits: https://www.greenandco.com/r-d-tax-relief/

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#ProfitPlaybook #BusinessGrowth #IncomeStreams #SmallBusinessTips #RevenueAnalysis #TaxPlanning #AccountingAdvice #GrowYourBusiness #SMEs #BusinessOwner #UKBusiness #BusinessAdvice #HowTo