Under current legislation bequests made to a deceased’s spouse or to recognised charities escapes inheritance tax (IHT). Otherwise the first £325,000 (frozen until April 2028) of assets bequeathed on death ...
I have been a Pilling’s Discretionary Managed Client for over 30 years. The high levels of service provided over the years has been excellent and I’ve been delighted with the investment performance to the extent that I have referred my colleagues, friends and family to the firm. I have had a reassuring relationship with my investment manager Nigel Moore since he joined the company. Over the years and in times of change it has been reassuring that Nigel has stayed resolute and performed amicably in managing my portfolio. I can rely on him for his sound advice and stewardship of my investments.
Mr V (Discretionary Managed Client), London
We have been dealing with Pilling and Co for about 20 years and during this we have found it a satisfying and successful partnership. You are pleasant to deal with, accurate with details and we feel very comfortable dealing with you.
Mr W, Manchester
I have been a client of Pilling’s for over 20 years and during that time they have achieved a solid return on my investments. Their advise is always based on extensive research and analysis, but above all they are approachable and friendly. Your investments are personalised as to how “hands on you want to be” and regardless of your investment knowledge and experience they will always work with you to achieve the best outcome. I have no hesitation in recommending Nigel and the team at Pilling’s they have over the years helped to ensure my future is secure.
Mrs E (Discretionary Managed Client), Wilmslow
The Pilling & Co service I have received has been extremely efficient, responsive and helpful and that the client web access is a great tool for those who wish to keep track of the details of their portfolio.
Mr N, Hampshire
For the last 17 years we have been delighted to have our investments managed by Pilling’s. They provide a friendly, professional, bespoke service. Our Client Manager, Nigel Moore, is very knowledgeable, able and informed. As clients we are valued as people, not numbers at a call centre.
Mrs R (Discretionary Managed Client), Oxford
I became a client of Pilling and Co., quite by chance. My first contact with the firm, again quite by chance, happened to be with Michel Talbot. Out of such serendipity good things have come. Pillings has always been efficient, responsible, and considerate in dealing with my account and I would certainly recommend its services. Following my initial contact, I have developed a close link with Michael Talbot and have always found him to be conscientious, well-informed, and utterly professional. It is refreshing to have someone at the other end of a telephone line with whom one can discuss ideas. It makes for such a refreshing contrast to today’s fashion for sterile dealings with an anonymous computer. He is, as they say, ‘a safe pair of hands’ with whom clients can feel secure. Consequently, I had no hesitation in recommending his services to my daughter and son-in-law.
Professor H (Discretionary Managed, PIP and Execution Only Client), Derbyshire
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