Accept

This part of our website uses cookies. You can read how we use them in our privacy policy.


Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.


Pilling & Co Stockbrokers

Pilling & Co Stockrokers

+44 (0)161 832 6581   

Share Dealing

Discretionary Management

Investment Management

AIM Portfolio

ISAs

JISAs

SIPPs

CTFs

Client Log In

Nominee Service

Probate Matters

IFAs

About Us

Contact Us

Disclaimer

 
Pilling & Co Stockbrokers

Reminders

The ISA contribution limit for 2014/2015 is £15000 and will increase to £15240 for 2015/2016

Tax Year 2014/15 Stocks and Shares ISA Application Form is available to download

Tax Year 2015/16 Stocks and Shares ISA Application Form is available to download

Also, our Terms and Conditions of Business have been updated. Click here to read them.

Details of the new charges can be seen here.

Discretionary Managed AiM portfolio from just £30,000

In August 2013 the HMRC changed the rules allowing AiM stocks in ISAs. This change now allows you to combine two great Pilling products: our ISA and our Discretionary AiM portfolio. ISAs have had the attraction of being free from both Income Tax and Capital Gains Tax (CGT), but they may be liable for Inheritance Tax (IHT) when the investor dies. Inheritance Tax is currently levied at 40% on all chargeable assets above £325,000.

The AiM market is a junior stockmarket for smaller companies. Many shares qualify for Business Property Relief. Such shares are exempt from IHT once they have been held for two years. This means that investors can start a new ISA this year and in two years’ time it will be IHT free. Even more importantly they can convert the existing ISA monies they have built up into an AiM ISA, and the whole portfolio can be IHT free two years later. You may wish to transfer existing ISAs to Pilling from other managers to achieve the minimum ideal portfolio size of £30,000. We can also manage an AiM portfolio for you outside of an ISA providing the stocks are held in our nominee.

Important Notice: Investing in AiM stocks is high risk. We recommend you seek tax advice if you are unsure on your IHT situation.


You can see more information by following either the ISA or AiM links above. Alternatively, please contact us by calling the Investment Managers on 0161 819 4825 or by emailing us at info@pilling.co.uk

Click to access the Pilling & Co Online Client Web Access or for more details on how to register click here.






Most Popular Links

Junior Individual Savings Accounts (JISAs)

Child Trust Funds (CTFs)

Individual Savings Accounts (ISAs)

Self-Invested Personal Pensions (SIPPs)

Discretionary Management

Pilling Ideal Portfolios (PIPs)

A guide to Understanding Investment Risk

Pilling & Co Stockbrokers

Main Headlines

FTSE falls as Greece, Yemen, US GDP loom large

FTSE indices fell on escalating Saudi military action in Yemen, with Wall St's Dow index a sliver lower as Q4 GDP underwhelmed. European markets rose after Greece sent creditors a list of proposed reforms. Back in London, resources stocks were the main southbound drivers but Carnival (CCL) rose ...

RBS selling pvt banking and wealth businesses

Royal Bank of Scotland has reached an agreement to sell its internationally managed Private Banking and Wealth Management business to Union Bancaire Privée UBP SA ("UBP"). The sale comprises client relationships outside the British Isles and associated staff. RBS will continue to service UK ...

Forex

Commodities

What the Papers Say

telegraph financial times daily mail daily express independent times
10:39 INVESTMENT EXTRA: Dave Nicholls on the...
source: The Daily Mail
10:00 Fears of higher consumer bills as...
source: The Daily Mail
09:20 Co-op Bank two years off returning to profit
source: The Daily Express
09:12 Is this the worst pension mis-selling case...
source: The Telegraph
09:12 RBS sells Coutts arm
source: The Daily Express
09:04 I spent £1,300 on a dating agency...
source: The Telegraph
08:43 I think my block's managing agent is...
source: The Daily Mail
08:42 The cheapest destinations for a European...
source: The Daily Mail
08:41 Six things you need to know about...
source: The Daily Mail
08:41 JAMES CONEY: Make the most of the...
source: The Daily Mail
Pilling & Co Stockbrokers
 

 

Members of The London Stock Exchange and WMA
Authorised and Regulated by the Financial Conduct Authority No. 141242

Registered Office: Henry Pilling House, Booth Street, Manchester, M2 4AF, UK
2014
Pilling & Co Stockbrokers, All rights reserved. E&OE

 

Disclaimer    Terms & Conditions    Glossary    Accessibility    Privacy Policy    Online Security    Press    Links    Site Map