Our Senior Tax Adviser, Clare Munro, examines the risks of giving your family home to your children early in this piece that first appeared in the Financial Times.
Weatherbys Private Bank
Banking
Mayfair, London 16,392 followers
Trusted for generations. London, Edinburgh and Wellingborough.
About us
Our business is founded on relationships, and we are focussed on providing exceptional levels of personal service. As a team we not only anticipate our clients’ needs, but aim to surpass their individual expectations. Our values of being trustworthy, forward looking and acting with integrity underpin everything we do.
- Website
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https://www.weatherbys.bank
External link for Weatherbys Private Bank
- Industry
- Banking
- Company size
- 201-500 employees
- Headquarters
- Mayfair, London
- Type
- Privately Held
- Founded
- 1994
- Specialties
- Private Banking, Tax Planning, Financial Planning, Lending, and Deposits
Locations
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Primary
22 Sackville Street
Mayfair, London W1S 3DN, GB
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Sanders Road
Wellingborough, Northamptonshire NN8 4BX, GB
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4 Rutland Square
Edinburgh, Scotland EH1 2, GB
Employees at Weatherbys Private Bank
Updates
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Meet Ellen Jeffery, our new private banker with a passion for helping entrepreneurs.
Meet Ellen Jeffrey, our new private banker
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We are delighted to have once again been nominated in the Spear's Magazine Private Bank of the Year category, an award we won in 2021 and 2023. This is testament to the hard work, dedication and professionalism displayed by all of our colleagues each day, which enables us to provide the outstanding service our clients cherish and value. 👏 We also congratulate Patrick Peake Chartered MCSI for his nomination for the Future Leader Award. Patrick’s career with Weatherbys has gone from strength-to-strength since joining us in 2017, and he fully deserved his promotion to Private Banker following the completion of our associate private banking programme earlier this year. Well done, and good luck, to all of the nominations.
Spear’s is proud to announce the shortlist for the 2024 Spear’s Awards, in association with ADGM. This year, the ‘Oscars of the private client world’ will once again honour a fresh cohort of leaders and innovators with awards handed out across 18 different categories. The winners in each of our categories will receive their awards on 19 November at a gala ceremony at Raffles London at The OWO. Watch the video to see the shortlist and congratulations to all our finalists. Thank you to our headline partner ADGM, and our category sponsors: Abu Dhabi Investment Office, Guernsey Finance, Justerini & Brooks, Raffles London at The OWO, SilverBell Global, Unforgettable Travel Company and Porto Montenegro. Book your table for the 2024 Spear's Awards via the link: https://buff.ly/45ioaL5 See the full article announcing our shortlist here: https://buff.ly/4aW114u If you missed out on applying for the Spear's Awards, register via the link to be notified when entries for 2025 reopen: https://buff.ly/3TrQmrA
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Our latest research on school fees is out, showing how a combination of inflation and the imposition of VAT will impact the cost of private education. It could cost 75% more to educate the next generation of school children than it did those who sat their A-levels this year. #schoolfees #VAT #privateschool #insights #research
Cost of privately schooling next generation set to rise by 75% - Weatherbys Private Bank
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Some words of caution from our senior tax adviser, Clare Munro, in this Financial Times article highlighting growing concerns that Capital Gains Tax could be raised in the October Budget. #OctoberBudget #CGT #CapitalGainsTax
Fears of rise in UK capital gains tax trigger selling ‘frenzy’
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We are delighted to be involved in the Marches of Time History Festival (14th – 15th September), an event bringing history to life in the setting of two amazing family homes, Pitchford Estate and Stokesay Court in Shropshire. Stroll and picnic in the gardens with these wonderful houses as your backdrop, before being entertained by a variety of interesting speakers over the course of two days. Find out more here: https://lnkd.in/eUNnTZUp
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Sometimes what looks in a spreadsheet like a financial mistake can be the best thing that happens in your life. Our Associate Director of Investment and Wealth Advice, Nathan Valbonesi, Chartered FCSI, wrote this piece for Financial Times readers on his own financial folly and how he helps Weatherbys clients to make the most of their wealth and live life to the full.
Time to consider a grown-up gap year? - Weatherbys Private Bank
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☀ 🏏 Earlier this week on a wonderful summer's evening, the Weatherbys Bank cricket team took on a Bidwells XI at Trinity College's Old Field Sports Ground in Cambridge. In a competitive affair, Weatherbys posted a respectable 132-4 from their 18 overs. However, Bidwells impressed with the bat in hand and chased down the runs with 10 balls to spare. 👏 Great effort from Rollo Uloth James Gaskell Patrick Peake Chartered MCSI Chris Shortland-Ford Jake Summers Mark Johnson Tom Jonason Chartered MCSI Harry Bett Ben Roe Freddie Collie & Charlie Pemberton.
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🏏 The weather held fair and spirits were high as the Weatherbys Cricket team took on a Newmarket Racing XI in their first fixture of the summer. Sporting new jerseys, the Weatherbys team consisted of representatives from Weatherbys Private Bank, Weatherbys Racing Bank, Weatherbys Hamilton LLP and Weatherbys Ltd. It was a closely contested game, with Weatherbys batting first and posting a respectable 121-4 from 20 overs. In reply, Newmarket pushed all the way to the end but it was Weatherbys who ran out winners by just 11 runs. 👏 Well played, Patrick Peake Chartered MCSI Charlie Pemberton James McHale Mark Johnson Henry Taylor James Gaskell Rollo Uloth Harry Bett Daniel West Ben Roe & James Morgan-Rees.
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