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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   

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Pilling & Co Stockbrokers

Reminders

The ISA contribution limit for 2014/2015 was £15,000 and this has increased to £15,240 for 2015/2016.

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


Investment and Wealth Management Awards 2015 Voting Now Open

These awards identify and reward the best stockbrokers, products and financial service providers for their service and value for money, as voted for by Investors Chronicle and FT readers. If you would like to vote click here. Further information can be found here.

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






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Pilling & Co Stockbrokers

Main Headlines

FTSE 100 almost unchanged

Shares in London were this morning little changed ahead of the Bank Holiday weekend after the strong recovery yesterday when the FTSE 100 rose by more than 3.5%. Shortly before midday the FTSE 100 was down 2.7% points, or 0.04%, at 6,189.33. The FTSE 250 was 4.87 points higher, or 0.03%, at ...

Half year profits at Restaurant Group rise by 10%

Restaurant Group has reported that for the 26 weeks ended 28 June 2015 total revenue increased 8% to £334m (2014: £308m). Profit before tax rose by 10% to £36.9m (2014: £33.7m). The interim dividend has been increased by 11.5% to 6.8p per share (2014: 6.1p). A total of 12 new sites were ...

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What the Papers Say

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15:16 FTSE LIVE: Footsie flat as US stocks...
source: The Daily Mail
15:11 FTSE LIVE: Footsie flat as US stocks...
source: The Daily Mail
15:11 The 20 toughest job interview questions in...
source: The Independent
15:09 The decades-old tension threatening to rip...
source: The Telegraph
15:08 Markets calm after sharp rise in oil...
source: The Guardian
15:05 City news: Odeon, CRH, Bwin.party and Hays
source: The Daily Express
14:55 HSBC payments collapse sees thousands go...
source: The Daily Mail
14:50 Worldpay pushing bidders for higher offers
source: The Telegraph
14:47 FTSE LIVE: Footsie drifts back on...
source: The Daily Mail
14:46 Markets calm after sharp rise in oil...
source: The Guardian
Pilling & Co Stockbrokers
 

Members of The London Stock Exchange and WMA
Authorised and Regulated by the Financial Conduct Authority No. 
652114
REGISTERED IN ENGLAND AND WALES No: 9220456

Registered Office: Henry Pilling House, Booth Street, Manchester, M2 4AF, UK
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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.