Leicestershire & Rutland County FA has kicked off its 2023/24 County Cup programme with the support of Westerby, who are sponsoring of the ladies’ and men’s over-18s tournament finals this...
News
What are the personal tax implications of the Autumn Statement?
With the government aiming to close an estimated £53bn gap in the public finances against the backdrop of the cost-of-living crisis, no one was surprised by the widely predicted ‘stealth taxes’ of...
Independent Pension Advice and Retirement Planning
Independent Pension Advice and Retirement Planning Westerby Investment Management Limited offer independent financial advice in a wide range of areas including pensions, retirement planning and investments. We take the time to really understand what you want from your...
How to Create a Successful Financial Plan
How to Create a Successful Financial Plan 1. Write Down Your Financial Goals When considering a financial plan, you should ask yourself: ‘What do I want to achieve financially in my life?’. It may help to type these out or write them down. Remember that no goal is too...
Creating a plan for a stronger future for you and your family
It is no surprise that those who spend time giving consideration to their financial affairs go on to have a more prosperous future Planning and setting aims and objectives goes a lot further than merely assessing income/expenditure, but your wider tax position,...
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...
