MGL Wealth Management Limited

01/09/2026

How pension changes could affect your inheritance tax plans
25 August 2026

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.

4 minutes
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For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.

12/08/2026

“Give it one more year” – the life changing impact of good advice
31 July 2026

As part of St. James's Place’s sponsorship of Sky Arts, both stars talked to Edith Bowman in the ‘Sound Advice’ series, to discuss the advice that shaped their careers and helped them navigate the music industry.

3 minutes
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As part of St. James's Place’s sponsorship of Sky Arts, both stars talked to Edith Bowman in the ‘Sound Advice’ series, to discuss the advice that shaped their careers and helped them navigate the music industry.

10/08/2026

The price is right: how much could you sell your business for?
5 August 2026

If you’re eyeing an exit from your business, you’re probably wondering what the best route is, and crucially, how much it might be worth. Here’s our advice on how to work out a sale value and the key impacting factors.

4 minutes
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If you’re eyeing an exit from your business, you’re probably wondering what the best route is, and crucially, how much it might be worth.

07/07/2026

🏆 We’re delighted to share some fantastic news!

MGL Wealth Management Ltd has once again been awarded the VouchedFor Certificate of Excellence 2026—marking the 7th consecutive year we have received this prestigious recognition.

This award is only presented to firms that receive at least 10 verified client reviews over the past 12 months, and we’re especially proud to have achieved an outstanding 4.9 out of 5 customer rating.

Receiving this recognition for seven years in a row is something we’re incredibly proud of, and it reflects our ongoing commitment to delivering exceptional service and trusted financial advice.

A huge thank you to every client who took the time to share their experience. Your feedback means a great deal to us and helps others make informed decisions when choosing a trusted financial adviser. We truly appreciate your continued trust and support.

⭐ Read our client reviews
Want to see what our clients have to say? Visit our VouchedFor profile to read our verified client reviews and discover why MGL Wealth Management Ltd continues to be recognised for excellence year after year: https://www.vouchedfor.co.uk/financial-advisor-ifa/bishop-auckland/033444-barry-talman

20/05/2026

Financial Health Report: Financial resilience falls but a plan can boost confidence
14 May 2026

Households are feeling less resilient and finances have worsened over the past 12 months, against a backdrop of continued cost of living pressures and global turmoil. These are the findings of St. James's Place’s fifth Financial Health Report.

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Households are feeling less resilient and finances have worsened over the past 12 months, against a backdrop of continued cost of living pressures and global turmoil. These are the findings of St. James's Place’s fifth Financial Health Report, published today, 14 May.

18/05/2026

Saving and investing for children and grandchildren
15 May 2026

Many parents worry that their children will struggle to find their financial feet in the current environment. Concerns include the flagging jobs market and inadequate retirement savings. Meanwhile, high house prices make it increasingly difficult to take the first step onto the property ladder. These are all factors driving fears that younger generations will face a tougher financial future.

4 minutes
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Many parents worry that their children will struggle to find their financial feet in the current environment. Concerns include the flagging jobs market and inadequate retirement savings. Meanwhile, high house prices make it increasingly difficult to take the first step onto the property ladder. Thes...

15/05/2026

MGL Wealth Management Celebrates Inaugural Charity Golf Day Success at Headlam Hall

MGL Wealth Management Ltd is proud to announce the resounding success of its inaugural Charity Golf Day, held in partnership with Mitchell’s Grievson Chartered Accountants.

The event, hosted at the picturesque Headlam Hall, brought together clients from both companies and raised over £800 for PAPYRUS Prevention of Young Su***de .

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MGL Wealth Management Ltd is proud to announce the resounding success of its inaugural Charity Golf Day, held recently in partnership with Mitchell’s Grievson Chartered Accountants. The event, hosted at the picturesque Headlam Hall, brought together clients from both companies and raised over £80...

16/04/2026

10 tips for business owners heading into the new financial year:
9 April 2026

As the new tax year begins, many business owners are using the quieter spring weeks to reset, refocus and plan. With several bank holidays ahead, now’s the ideal time to pause, reflect and set the tone for the year to come. Here are 10 practical tips to help you start strong.

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Before anything else, give yourself permission to step away. Easter and the May bank holidays offer a natural pause. Rest isn’t indulgence; it’s essential. When you’re constantly on, clarity becomes clouded. A short break now pays dividends in sharper decision making later.

15/04/2026

New tax year: Round-up of rate and allowance changes
14 April 2026

We’ve created a summary of the key tax changes for the 2026/27 tax year to help individuals and businesses with their tax planning.

4 minutes
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The new tax year (2026/27) began on 6 April. Updated tax rates and allowances have been well-trailed by the government so there shouldn’t be any nasty surprises for taxpayers. That said, it pays to take note of how the adjustments, including new requirements for filing tax information, will affect...

17/03/2026

Five allowances to use before tax year end:

With the rise in inflation and the freeze on income tax thresholds until at least 2031, the tax burden has increased considerably for many of us. This is especially true for those who have benefited from rising wages but who have moved into higher income tax bands as a result. Here we explore five allowances you can use before the end of the tax year on 5 April.

4 minutes
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With the rise in inflation and the freeze on income tax thresholds until at least 2031, the tax burden has increased considerably for many of us. This is especially true for those who have benefited from rising wages but who have moved into higher income tax bands as a result. This is why it is more...