Tax Planning

General Tax Mitigation

When advising you on investment strategy, we consider the important consequences of taxation on future profits and tax relief opportunities.

We can advise you of ways to minimise taxation in all the areas where tax could normally be levied, including Income Tax, Capital Gains Tax, Corporation Tax and Inheritance Tax.

By ensuring the encashment of investments falls into different financial years, accounting years and company trading years, substantial amounts of tax can sometimes be saved or retrieved (tax mitigation).

The value of investments can go down as well as up and you may get back less than the amount invested. The Financial Conduct Authority does not regulate taxation.

News

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The Westerby Group expands with Redswan Ltd acquisition

The Westerby Group has acquired Redswan Ltd, a Manchester-based specialist pension provider and Independent Financial Adviser. The asset purchase brings Redswan's IFA business and trustee companies into the Westerby brand, marking another milestone in our strategic...

Westerby Group announces Employee Ownership Trust

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 Westerby employees potential beneficiaries of future profits. This...

A Memorable Evening at the Annual Westerby Company Ball 2025

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 White,” set a sophisticated backdrop, emphasising the elegance and...

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 sponsorship was announced at the Leicester & Rutland FA Referee...

Autumn Budget 2024 Review

As you will be aware, the long-awaited first budget of the new Labour government was delivered by the Chancellor, Rachel Reeves, on Wednesday 30th October 2024, in place of the usual Autumn Statement. We here at Westerby have kept a very close eye on the Chancellor’s...

Westerby Group triumphs at Business Fives: more than just winning!

On Thursday, August 15th, Westerby Group proudly demonstrated their prowess at the Business Fives Summer Season event at the Goals venue in Leicester. Showcasing both competitive spirit and camaraderie, the team exhibited football talent and a strong commitment to...

Westerby Group’s Spirited Team Olympics: A Testament to Teamwork

On Wednesday, August 14th, 2024, the Westerby Group hosted a successful Team Olympics day at Victoria Park. This event was more than just an afternoon of games; it celebrated teamwork, laughter, and new memories. Approximately 30 eager competitors from across the...

A spectacular evening at the annual Westerby Company ball

The highly anticipated annual Westerby Company Ball took place on the 19th of January 2024, bringing together 120 attendees for an unforgettable night of celebration and recognition. The event showcased the remarkable achievements and dedication of the Westerby staff,...

Metro Bank Update: 4th December 2023

You will have seen that earlier this week, our shareholders voted through our new capital package, demonstrating their belief in the future of Metro Bank.  The capital raising completed today and we issued an announcement confirming listing of the new shares, which...

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 Netball initiative. This scheme was formed in 2009 to encourage women who...