On Wednesday, 26th March, Westerby’s founder and chairman, Les McLintic, announced to staff that the company is now an Employee Ownership Trust (EOT). This transfer of ownership of the group makes...
News
Westerby sponsor Soar Valley Allsorts Netball Club
We are delighted to announce our sponsorship of Soar Valley Allsorts Netball Club. Formed in 2011, Soar Valley Allsorts Netball Club is a small, local netball team which grew out of the Back to...
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 Chancellor’s Autumn Statement. Here, we take a closer look at the...
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...
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...
