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

Did you know the new ISA contribution limit for 2014/2015 is now £15000.

Tax Year 2014/15 Stocks and Shares ISA Application Form is now 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

FTSE100 tipped to open cautiously ahead this morning

The headline index is tipped to open slightly firmer this morning, according to financial websites, as the market starts to wind down ahead of the Christmas break, with little in the corporate calendar to trigger any major advance, giving traders the opportunity to sit back and enjoy the odd ...

BATS unit agrees $575m settlement

British American Tobacco subsidiary Imperial Tobacco Canada has reached agreement in principle to settle legacy litigation with the Flintkote Company for US$575m. This is for claims related to certain disputed dividends and existing and potential asbestos claims. The Flintkote case is a ...

Forex

Commodities

What the Papers Say

telegraph financial times daily mail daily express independent times
06:00 Greece’s radical left could kill off...
source: The Guardian
06:00 ‘Tis the season for giving ......
source: The Guardian
05:59 UK jobs market set for upbeat 2015 but...
source: The Guardian
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