SIPP

 

A Self Invested Personal Pension (SIPP) is the SSAS equivalent for the self-employed, partnership or an employee.

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SSAS

 

The advantage of a Small Self Administered Scheme (SSAS) to any small to medium sized business.

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News

News from Westerby - June 2017
Leicester based Westerby Group sponsor Rutland Polo tournament, raising funds for LOROS

News from Westerby - January 2017
Westerby Trustee Services have now relocated to The Crescent in the City centre of Leicester

News from Westerby - November 2016
Westerby Group take part in the Leicester Business Festival

News from Westerby - September 2016
Westerby Trustee Services Limited's 20th Anniversary

News from Westerby - June 2016
Westerby Group Assam Cup at Rutland Polo Club

News from Westerby - May 2016
Don’t forget the changes to the Lifetime and Annual Allowances

News from Westerby - May 2016
Stamp Duty Changes Benefit SIPP & SSAS Members Investing In Commercial Property

News from Westerby - March 2016
Westerby Private Pension (SIPP) awarded a Defaqto 5 Star Rating

Video News from Westerby - February 2016
Business Liaison Administrator, Harjit Karam discusses the impact of the impending reduction of contribution tax relief for pension schemes

Video News from Westerby - February 2016
Business Liaison Team Manager, Simon Adams discusses the impact of the reduction of the Lifetime Allowance scheduled for the 6th April 2016

Video News from Westerby - September 2015
Business Liaison Team Manager Simon Adams discusses the current rules for death benefits under pension schemes

News from Westerby - September 2015
Westerby Trustee Services joins Origo Options Transfers Service

News from Westerby - July 2015
Budget Pension Changes

News from Westerby - June 2015
Why IFAs are choosing Westerby

News from Westerby - June 2015
Proposed Cuts in Pension Tax Relief for High Earners

News from Westerby – March 2015
Pension Freedoms March 2015

News from Westerby – February 2015
Westerby Group teams up with Quilter Cheviot for successful high-level financial planning seminars

News from Westerby – November 2014
Proposed Changes - taxation of pension funds on death

News from Westerby – April 2014
Senior compliance & operations professional joins Westerby Group

News from Westerby – March 2014
Budget Briefing March 2014

News from Westerby – March 2014
Pension Income Payments 2013-2014 : Deadline 28th March 2014

News from Westerby – Spring Newsletter 2014
Lifetime Allowance Protection – Last chance to apply

News from Westerby – 29 January 2014
Westerby Group opens third Leicester office

News from Westerby – 13 November 2013
MGC Hayles and Westerby Group join forces to strengthen their service offering

News from Westerby – Autumn Newsletter 2013
Are your SME clients struggling to find business funding?

News from Westerby – Summer Newsletter 2013
Summer Start at Westerby Trustees

News from Westerby – July 2013
Westerby Group appoints Stephen Harvey as Managing Director

News from Westerby – Spring Newsletter 2013
Budget 2013

News from Westerby – December 2012
Office Spruced Up!

News from Westerby – February Newsletter 2013
Important Changes to SIPP & SSAS products and charges

News from Westerby – Winter Newsletter 2012
Chancellor announces significant changes to pensions in Autumn Statement

Westerby Trustees Summer Newsletter 2012

News from Westerby – July 2012
New Director brings wealth of experience to Westerby Group

24 March 2012
Spring SSAS promotion – 50% discount

 

If you’d like more information about Westerby Trustee Services

Westerby Trustee ServicesSales & Admin +44 (0) 116 326 0183
Email us here

We will contact you to arrange an initial consultation.

QROPS - The Westerby International Retirement Plan
 

CONTACT US

Westerby Trustee Services
The Crescent
King Street
Leicester
LE1 6RX

 

Westerby Investment Management

 

Westerby Group Linkedin