Spring Investment Conference

Westerby Investment Management’s bi-annual seminars continue to attract support, with around 100 clients and professional contacts receiving an insight into investment markets over the last 6 months and topical financial planning opportunities. Colin Hopewell of Westerby Investment Management gave his top 10 financial planning tax tips at Leicester’s iconic Y Theatre and the IOD in…

Details

Post-Budget seminars look at Inheritance Tax Planning and Cashflow Modelling at London’s RAC Club and Leicester’s Y Theatre

Westerby Investment Management will be hosting their autumn seminars at The RAC Club in London and Leicester’s Y Theatre next month. The Westerby team will provide an insight into Inheritance Tax Planning and Cashflow Modelling in retirement. They will be joined by key investment strategists from Tatton who will give an insight into investment markets…

Details

Pension Awareness Week – 14th to 18th September 2020

Pensions are our passion! Tuesday 15th September 2020 is Pension Awareness Day. Various pension providers and pension advisers will be promoting a greater awareness of pensions throughout Pensions Awareness Week (14th to 18th September 2020), and Pension Awareness Live will be running live webinars each day, via their website: https://pensionawarenessday.com. To help promote Pensions Awareness…

Details