Profit Playbook

Green & Co Accountants and Tax Advisors

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.

Episodes

  1. FEB 25

    Year End Tax Planning for UK Business Owners | Roundtable Special

    Most business owners miss valuable tax planning opportunities before 5 April. In this roundtable special, we walk through the key steps to reduce your tax bill, structure your income efficiently and avoid common year-end mistakes. Read the full blog and download the free checklist: https://www.greenandco.com/year-end-tax-planning/ Book a meeting with one of our partners: https://www.greenandco.com/contact-us/ In this episode, we cover:• Using your personal allowance and basic rate band• Timing dividends correctly• Child benefit tapering between sixty and eighty thousand• Capital gains tax allowances and planning• Salary, dividends and pension strategies• Director’s loan account pitfalls• Buying assets near year-end• Crypto tax treatment• EIS, SEIS and VCT tax advantages• Inheritance Tax changes coming in 2026 If you would like advice tailored to your situation, our team are here to help.

    53 min

  2. 12/04/2025

    Budget Roundtable Special: Key Insights for Business and Family Finances

    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

    44 min

  3. 11/11/2025 ·  BONUS

    The IHT Roundtable: APR, BPR & Pensions Explained

    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

    33 min

  4. 09/23/2025

    #8 - Your Managers Could Be Your Retirement Fund

    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

    13 min

  5. 09/09/2025

    #7 - 7 Brand Errors Costing You Profit

    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

    43 min

  6. 08/26/2025

    #6 - Buy Out Your Boss Without Cash

    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

    12 min

  7. 08/12/2025

    #5 - Why 48% of Business Owners Fail at Exit Planning

    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

    14 min

  8. 07/29/2025

    #4 - The Cash Flow Trap No One Warned You About

    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

    7 min

  9. 07/15/2025

    #3 - The Simple Tax Credit That Puts £££ Back Into Your Business

    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/ Like | Share | Subscribe #ProfitPlaybook #BusinessGrowth #IncomeStreams #SmallBusinessTips #RevenueAnalysis #TaxPlanning #AccountingAdvice #GrowYourBusiness #SMEs #BusinessOwner #UKBusiness #BusinessAdvice #HowTo

    20 min

  10. 07/01/2025

    #2 - One Simple Change Could Save You Thousands in Tax

    We're back with Episode 2 of The Profit Playbook Podcast! 🎙️In this episode of The Profit Playbook, Scott is once again joined by Ed Gooderham from Green & Co Accountants to break down remuneration planning and why it matters for every business owner. From salary and dividends to company benefits, pensions, and rent, learn how to extract cash from your business in the most tax-efficient way.✅ Discover common tax-saving opportunities that many owners miss✅ Understand the pros and cons of different extraction methods✅ Hear practical examples that could help you plan smarterDownload our FREE guide: https://www.greenandco.com/wp-content/uploads/2025/07/How-to-Take-Money-Out-of-Your-Business-Guide.pdf.Learn more: https://www.greenandco.com/i-want-to-maximise-my-remuneration/Don’t forget to follow the show for more practical tips on boosting profit, reducing tax, and building a business that works for you.Like | Share | Subscribe#ProfitPlaybook #Business #SmallBusiness #SMEs

    13 min

  11. 06/17/2025

    #1 - £7M Turnover… and Still Losing Money?!

    Turnover means NOTHING if your income streams aren’t making a profit. In our very first episode of The Profit Playbook, Ed Gooderham dives into the brutal truth behind business finances — and why so many companies bring in big revenue but still struggle to grow. We break down: The £7M business that was losing money on most of its income streams Why “perfect” profit margins don’t exist The biggest financial mistake growing businesses make What your accountant should be telling you This isn’t fluff, it’s honest, practical advice to help you take control of your cash flow, streamline your income, and make your business actually work for you. 📘 Download our free guide: How to Optimise your Income Streams - How to Optimise Your Income Streams 🌐 Learn more about the podcast and our services: www.greenandco.com/profitplaybook If you found this helpful: Like the video Share it with others Subscribe so you don’t miss future episodes Thanks for tuning in to The Profit Playbook.

    12 min
  • 11 Episodes

About

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.

Information

  • Creator
    Green & Co Accountants and Tax Advisors
  • Years Active
    2025 - 2026
  • Episodes
    11
  • Rating
    Clean
  • Copyright
    © Green & Co Accountants and Tax Advisors
  • Show Website
    Profit Playbook