The Annual Westerby Company Ball was held on the 17th of January 2025, uniting approximately 100 attendees for an evening of celebration, recognition, and camaraderie. This year’s theme, “Black and...
News
Westerby Sponsor Leicestershire County Cup Referees
As a long-term County Cup supporter, Westerby is delighted to announce our sponsorship of the Leicestershire referees in this season’s Leicestershire & Rutland County Cup tournament. This new...
Westerby’s annual staff day 2022
Westerby's annual staff day at the Leicester Racecourse on Monday was a great success! It was the first gathering of the whole company since October 2019, and it was wonderful to see everyone back together again. The morning started with presentations from different...
Autumn 2021 Budget Summary
The Chancellor announced lifetime allowance (LTA) limits for pensions savings will be frozen at £1,073,100 until 5 April 2025. There was no change announced for the annual allowance (AA) rules which means the standard AA remains at £40,000, the Tapered AA between...
ESG – Invest to not only grow, but to do some good
Environmental, Social and Governance (ESG) Investing is an area that has grown drastically over the last few years. With predictions of more than 50% of EU passive funds being ESG by 2025, and 2020 seeing more inflows into ESG funds than ever before, ESG is something...
Pension Advice
We offer Independent pension advice and retirement planning personalised to meet your retirement goals and circumstances...
Investments & Savings
Whether you're a regular saver, looking for capital investment or help with Trusts, we can offer independent and impartial advice...
Inheritance Tax Planning
By reviewing your financial position and implementing recommendations, you could save your estate inheritance tax.
Tax Mitigation
We can advise you of ways to minimise taxation in all areas where tax could typically be levied, including Income Tax...
Life Insurance
With so many policies available, making the right decision can feel daunting so we analyse which type of policy best suits your...
