News

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 Soar Valley Allsorts Netball Club

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...

Metro Bank Customer Notice

You may be aware of press speculation relating to Metro Bank. You can read a full statement issued by Metro Bank in response to the press speculation here. Please note, SIPP and SSAS client money is held with banks which are authorised by the Prudential Regulation...

SIPP

Learn about how a Self Invested Personal Pension (SIPP) allows you to manage and choose your own investments.

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SSAS

Learn about the advantages of a Small Self Administered Scheme (SSAS) to many small to medium-sized businesses.

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Commercial Property

Learn about holding commercial property in a Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).

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