Tax year end statement and valuations
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.
Useful Information
Posts which contain useful Pilling related Information but are not necessarily news articles.
Access your account valuations online
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
JISA contribution limit increase
The JISA annual contribution limit for tax year 2020/2021 has increased to £9,000. Read more on our JISA pages.
CTF contribution limit increase
The CTF annual contribution limit for tax year 2020/2021 has increased to £9,000. Read more on our CTF pages.
COVID-19 Safety Measures
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.
ISAs in AiM stocks?
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
New Clients: Client Web Access
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.
New Website Launched
We are thrilled to announce the launch of our updated website which has a fresh new look. We would like to take this opportunity to thank everyone who has given us suggestions over the last year and we continue to welcome your thoughts and comments as we enhance and expand … Read more
Requirement to send you quarterly statements under MIFID II
Following the implementation of the MIFID II regime there is now a requirement for us to provide you with a statement detailing your assets held with us on a quarterly basis. As such, rather than producing half yearly valuations as at the 5th April and 5th October together with a … Read more