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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.


Pilling & Co Stockbrokers

Pilling & Co Stockrokers

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Pilling & Co Stockbrokers

Reminders

You can subscribe up to £20,000 into ISAs in the 2019/20 tax year. 

There is also a Junior ISA 2019/20 allowance of £4,368 which can be used for the under 18s.

Tax Year 2019/20 Stocks and Shares ISA Application Form

Tax Year 2019/20 Junior ISA Application Form

Terms and Conditions are here.

Start the New Year with a PIP

Happy New Tax Year!...and to help get it off to a great start we are extending our special time-limited offer available for those seeking guidance with their investments by using the Pilling Ideal Portfolio (PIP) service.
 
Within the PIP service we offer six model portfolios targeting specific investment outcomes, made up of collective investment funds, run on a discretionary basis. We were offering our own internally managed model portfolios long before such initiatives became fashionable in the wider financial services sector and therefore we have a long track record of performance we can look to. Please click on this link to investigate Pilling Ideal Portfolio (PIPs).
 
For a short period of time we are offering a 50% reduction on initial commission charges for all additional monies subscribed into our PIPs. The minimum investment for a new PIP service is £20,000 and this offer is available for ISA accounts where new money is subscribed by 15th May 2019. This offers you the opportunity to utilise your new tax year ISA allowance for this offer.
 
We believe the ISA wrapper is an important tool to shield excess dividends at the commencement of the new tax year, especially with the amount of dividend income received before tax is paid being reduced to £2,000 per tax year, which affects investments held in accounts not protected from tax.
 
You can also invest in our PIPs outside of ISAs; in a Nominee or a SIPP. The 50% reduction will apply irrespective of which Pilling service you apply for the PIP.
 
Please contact the Investment Department at Pilling & Co on PIP@pilling.co.uk to request a PIP Brochure and to discuss your requirements. Alternatively full details including the brochure and application form can be found here Pilling Ideal Portfolio (PIPs).

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Pilling & Co Stockbrokers
 

Members of The London Stock Exchange
Authorised and Regulated by the Financial Conduct Authority No. 
652114
REGISTERED IN ENGLAND AND WALES No: 9220456

Registered Office: Henry Pilling House, Booth Street, Manchester, M2 4AF, UK
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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.