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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.

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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

FTSE100 tipped to open lower

The headline index is tipped to open marginally weaker this morning, according to financial websites, as it takes stock after reaching heady levels last week, while Wall St did little to propel sentiment on Friday, whereas Asian markets were only a tad up in early trades, today... US & ASIA In ...

Nikon's recommended offer for Optos

Optos (OPTS) and Nikon Corp have agreed a recommended cash offer of 340p a share cash for the former company. The deal values Optos at about £259.3m, and was at a premium of 30.5% to Thursday's closing price. Nikon has so far received irrevocable undertakings and a letter of intent in respect ...



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Pilling & Co Stockbrokers


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