Posts containing Pilling News.
Our Senior Wealth Manager, Nigel Moore was featured in Citywire Wealth Manager providing his top fund pick for 2024. You can read the feature at: https://citywire.com/wealth-manager/news/a-fund-for-2024-17-buyers-reveal-their-top-picks/a2434310?page=2
Last week, Michael Talbot FCSI and Alistair Hodgson attended The Solicitors Group Law 2023 Event held at the The Lowry Hotel, meeting with solicitors to discuss various investment opportunities as well as generate new relationships in the financial community. It was an excellent opportunity to connect with solicitors across a … Read more
It has never been more important to invest in your children’s future whether you’re wanting to save money to help fund their university costs or helping them to buy a house. You may also be wanting to teach about investments and give them the tools to build their own wealth. … Read more
Every year we always raise money for BBC Children in Need with a very unique charity auction. Staff were very generous with their donations to win a number or prizes and we managed to raise a total of £497 for a very worthy cause.
Our Senior Wealth Manager Nigel Moore was recently featured in Citywire with his pick for the new ISA season. Check out the Citywire article and read Nigel’s thoughts. Further information download: Taylor Maritime Investments
An Investor Self-Declaration (ISD) is a document that an investor or account holder can use to make a legally binding certification about their tax status. If you have been requested to complete an ISD form then please use the Online ISD Form.
What is excess reportable income (ERI)? Investment funds based in the UK are generally required to distribute income that they earn, however funds based outside the UK are not subject to this requirement. Instead, reporting funds based outside of the UK, including offshore based exchange-traded funds, may retain some income … Read more
Changes to your Custody Fees from 2021/22 tax year Further to the article in our April edition of ISA & Peptalk detailing the changes to the custody fee charge calculation, as we levy the fee 6 months in arrears, it is your current statement to 5th October 2021 that will … Read more
Be a ScamSmart investor and avoid investment and pension scams. The FCA Warning List can help you check an investment or pension opportunity you’ve been offered to avoid scams: https://www.fca.org.uk/scamsmart
Do you know the difference between ‘Phishing’, ‘Vishing’ and ‘Smishing’? Read our security guide about these practices and how to try and protect yourself from fraudsters: https://www.pilling.co.uk/other/security/