Westerby Investment Management offers a range of tax effective investment and savings solutions.

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Selecting the correct pension scheme, for you or for your employees can be complex and time consuming.

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This is an incredibly complex area requiring bespoke financial advice.

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General Tax Mitigation


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).

Even apparently insignificant details like your birthday, date of retirement or even the date you left employment can have a major effect on the amount of tax you pay.

If you’d like more information about Westerby Investment Management, we’d be happy to arrange an initial informal and confidential meeting with you to explore how our financial services could benefit you.

Westerby Investment ManagementFor more details or arrange an appointment

Call +44 (0) 116 247 0304
Email us here

We will contact you to arrange an initial meeting.
General Tax MitigationGeneral Tax Mitigation


Westerby Investment Management

15 Andover Street
Leicester. LE2 0JA.
Tel: 0116 2470304 Fax: 0116 2471163


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