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...
News
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...
Westerby Group sponsors LOROS garden party
The Westerby Group were delighted to sponsor a summer garden party in support of LOROS. The event took place within the beautiful grounds of Markham House in Thorpe Satchville near Melton Mowbray, on Sunday June 11th, by kind permission of Lady Samworth. One hundred...
Spring Finance Bill 2023 – the provisions for pensions
As announced in the Spring Budget, the Spring Finance Bill 2023 will include the following provisions in relation to pensions: • The annual allowance (AA) for tax-relievable pension contributions will increase from £40,000 to £60,000 from 6 April 2023. • The money...
How do the EPC rule changes affect commercial properties owned through SIPP and SSAS schemes?
Regulations relating to Energy Performance Certificates (EPC) and the leasing of non-domestic property, known as The Energy Efficiency (Private Rented Property) (England and Wales) Regulations 2015, have provision for changes effective from 1 April 2023. With effect...
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).
