Can I Open an ISA this Tax Year?
Follow the flow diagram to determine if you can open an ISA in this tax year (2021/22) and in the ISA allowance. Read more of our most popular ISA Questions and Answers.
Follow the flow diagram to determine if you can open an ISA in this tax year (2021/22) and in the ISA allowance. Read more of our most popular ISA Questions and Answers.
The latest edition of the quarterly ISA & PEP Talk has been available to clients in the the “Publications” section of Client Web Access (CWA) last week and is now available on our website for all on our Publications page.
We are currently generating our client tax year end statement and valuations which will be available as documents from Client Web Access (CWA) as soon as they are available.
Reminder: Our Client Web Access (CWA) service allows you to view on-line valuations for your ISA, SIPP, CTF, JISA, Nominee, Investment Managed and Discretionary Managed accounts with us. If you are a new customer then CWA will be set up for you automatically and you can log in at: https://www.pillingcwa.co.uk/login/. … Read more
The JISA annual contribution limit for tax year 2020/2021 has increased to £9,000. Read more on our JISA pages.
The CTF annual contribution limit for tax year 2020/2021 has increased to £9,000. Read more on our CTF pages.
Due to ongoing public health concerns and following Government guidance we have taken the decision to restrict public access to our Manchester office. Our services are still operational and we are contactable via phone on 0161 832 6581 or email info@pilling.co.uk.
Did you know you can now invest your ISAs in AiM stocks and qualify for IHT relief after 2 years? We offer a discretionary managed AiM portfolio for your ISA as well as your Nominee account. Please note AiM stocks are considered high risk. For further details please email us … Read more
Remember that all clients can view their portfolio online with our Client Web Access (CWA) service at: https://www.pillingcwa.co.uk/ To activate email compliancepilling.co.uk to receive your login details.
Are your investments professionally managed? Why not look at our Discretionary Service or the Pilling Ideal Portfolios (PIPs). For further details please email us at investmentservicespilling.co.uk or phone 0161 832 6581.