The Westerby Group has announced the acquisition of Bristol-based Cabot Trustees Limited, marking its fourth successful acquisition in the financial sector since 2022. With this latest acquisition,...
News
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...
Budget 2024 – Pension Schemes & Three Key Changes
Following on from the 2024 Autumn Budget on 30th October 2024, the Chancellor unveiled some reforms to pensions and tax, that may affect you and, in particular, your pension planning. A brief roundup of these changes is summarised below: Inheritance Tax (IHT) &...
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...
Westerby Private Pension awarded a Defaqto 5 star rating for the 8th year.
We are delighted to announce that our full SIPP product, has been awarded a Defaqto 5 Star Rating for 2024. We have proudly achieved this prestigious rating 8 years in a row since first entering for the first time in 2016. Defaqto Star Ratings independently rate...
SIPP
Learn about how a Self Invested Personal Pension (SIPP) allows you to manage and choose your own investments.
SSAS
Learn about the advantages of a Small Self Administered Scheme (SSAS) to many small to medium-sized businesses.
Commercial Property
Learn about holding commercial property in a Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).
