Don’t forget the new Tax Year changes
This is a brief summary of the main changes in the 2020/21 tax year to allowances for investments and savings, pensions, Inheritance tax, income tax and other taxes. Given the impact of Covid-19, it can easy to forget that these may create an opportunity for you to review your financial plans.
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Separation and divorce are among life’s biggest transitions. Alongside the emotional challenges come important decisions about your home, your finances and your future.
Spring Forecast 2026 Snapshot
The Chancellor of the Exchequer, Rachel Reeves, presented the Spring Forecast to the House of Commons on Tuesday, 3rd March 2026.
Unused Pension Pots After 2027? Here’s What You Need to Know About Estate and Pension Planning
Prior to last year’s Autumn Budget, much speculation centred around potential changes to the tax-free element of pensions.
Autumn Budget Summary 2025
The Chancellor of the Exchequer, Rachel Reeves, presented the Budget statement to the House of Commons shortly after 12.30 this afternoon.
What to do if something goes wrong
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
Contact
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567