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 2026) of assets bequeathed on death and, the first £175,000 of ...Learn More
We have a range of managed portfolio options that you can access depending upon how much assistance you require and how much you would like to invest. Model portfolios can be used for amounts of ...Learn More
We have six models in our Pilling Ideal Portfolio range with a performance history dating back as far as 2001. Model portfolios have several attractions for clients. Not only do they give quick access to ...Learn More
Pilling & Co offer a comprehensive nominee service through our nominee company, St Ann’s Square Nominees Limited (SASNL). With standard rolling settlement now just 2 days, it is impossible to guarantee meeting settlement deadlines without ...Learn More
As a stockbroking and wealth management firm our Investment Managers have regular contact with the country’s leading fund management groups. It is difficult for a single fund management group to have sufficient expertise across all ...Learn More
Our advice covers all areas and is not restricted to a limited range of ‘in-house’ investments. We can advise you in depth on investments once we have details of your personal financial background and what ...Learn More
Many Pilling & Co clients choose to have their investments managed by the firm on a discretionary basis. This is where investment decisions are made by us and acted upon without delay. Some of our ...Learn More
There is still a need for good stockbroking advice for clients who wish to retain ultimate control over their own investments. Working hand in hand with a dedicated Stockbroker who knows the market can add ...Learn More
Our AiM Portfolio Service is surely one of the most straightforward and effective methods of estate planning available because it offers investors relief from inheritance tax after just two years. We invest in a portfolio ...Learn More
At a time when clients are most in need of help, Pilling & Co are able to provide support, in a sympathetic and caring way. If you should be affected by a bereavement, please feel ...Learn More
Pilling & Co is proud to have offered skilled Stockbroking and Portfolio Management Services for over three centuries.
Pilling & Co is proud to have offered skilled Stockbroking and Portfolio Management Services for over three centuries. Our head office is named after our founder, Henry Pilling, who launched the firm in 1893. We offer a professional and friendly service to clients from around the world and have also forged excellent working relationships with many Solicitors, Accountants and IFAs.
We pioneered Personal Equity Plans (PEPs) and their replacement Individual Savings Accounts (ISAs), and defined the development of this special market nationally. Our expertise in ISAs also covers “Self-Invested” Personal Pensions (SIPPs) of which many clients have already taken full advantage. In recent years we have added Child Trust Funds (CTFs) to the menu and more recently Junior Individual Savings Accounts (JISAs) giving you the investment vehicles you need to look after all the family. However, we do not just give you sound information to enable you to choose your own investments, all administered by us, we also specialise in Investment Management and Discretionary Management services.
Select from our current list of services above for more information.