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Pilling & Co Stockbrokers

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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

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

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Main Headlines

FTSE down as Greeks vote Syriza, resources fall

FTSE indices followed European markets lower as uncertainty hangs over the euro zone after Sunday's Greek elections, which saw anti-austerity party Syriza top the polls. Greece is now on a possible collision course with the EU over its massive bailout. Falling resources stocks also provided ...

Balfour Beatty preferred bidder for £120m project

Balfour Beatty, the international infrastructure group, has been appointed preferred bidder for a c.£120m student accommodation project for the University of Sussex. In partnership, alongside the University, Balfour Beatty will design, build, finance and operate the East Slope Residences ...



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Pilling & Co Stockbrokers


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Authorised and Regulated by the Financial Conduct Authority No. 141242

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