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Newsletter – December 2024

23/12/2024

In our latest newsletter, we’re pleased to share some key updates for our clients.

As 2024 draws to a close, Whitehall reflects on a year filled with growth and achievements. The move to our new office in Ramsbottom in late 2023 has been a success, providing a welcoming environment with excellent amenities for both our team and visitors.

This year saw the launch of our new SIPP product, which has been met with encouraging interest and strong business growth. We were also honoured to be named Best SSAS Provider at the 2024 Moneyfacts Awards, a proud moment recognising the hard work and commitment of the entire team

Looking ahead to 2025, we’re excited about upcoming product enhancements and plans to stay ahead of evolving regulations. A key focus for the new year will be preparing for HMRC’s more detailed Pension Scheme Returns, starting in April, ensuring compliance and professionalism remain at the forefront of our operations.

Our festive fundraising efforts for Barnardo’s have been another highlight, raising £1,200 through team-led initiatives like a Charity Christmas Shop and Secret Santa. These activities have brought us closer as a team while supporting a fantastic cause.

We’d like to thank all our clients for their continued support and encouragement. We look forward to a successful 2025 together. Wishing you a joyful Christmas and a Happy New Year!

If you would like any further information or would like to discuss our products or any specific scenarios or clients, do please get in touch.