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.

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