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

November 1, 2018

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 over the last 6 months with an outlook to April 2019.

Westerby Investment Management Managing Director, Steve Harvey said: “Since announcing our autumn seminars, the Chancellor Philip Hammond has announced new measures in his budget that will impact on the future economic outlook with a discretionary fiscal loosening in response to stronger than expected tax revenues.”

New measures announced include an earlier than expected increase in the income tax threshold and the higher rate threshold, plus a rise in the annual investment allowance (AIA) from £200,000 to £1 million for two years.  The AIA is an allowance for tools and equipment meaning a business can write off 100% of qualifying capital expenditure against taxable profits for the same period. The Chancellor’s financial package also includes a business rates bill for firms with a rateable value of £51,000 or less to be cut by third over two years and £900m in business rates relief for small businesses, with £650m to rejuvenate High Streets.

Steve Harvey said: “We have received a good response from new and existing clients for next month’s seminars and welcome any enquires from people who would like to join us. Attendees will be able to hear about the impact of the Chancellor’s budget and what it will mean in terms of the longer economic outlook.”

The conference at Leicester’s Y Theatre on East Street, will take place on Tuesday 6 November with bacon rolls provided at 10am followed by presentations from 10.30 -12pm.

The  London conference will be held in the Committee Room at the RAC Club, Pall Mall, on Thursday 8 November with a reception at 10.30am with presentations from 11-12.30pm followed by light refreshments

For more information and to RSVP contact Debbie Hinks, Tel: 0116 247 0304 email:

For more information on the RAC Club click here

For more information on the Y Theatre visit: click here

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