MGL Wealth Management Limited

13/10/2026

Pensions and IHT: The 'double tax' trap:
9 October 2026

For years, pensions have offered a valuable tax advantage alongside retirement income, enabling people to pass on wealth to the next generation. But from April 2027, changes to inheritance tax rules could mean some families face a significantly larger tax bill than they expected.

4 minutes
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For years, pensions have offered a valuable tax advantage alongside retirement income, enabling people to pass on wealth to the next generation. But from April 2027, changes to inheritance tax rules could mean some families face a significantly larger tax bill than they expected.

29/09/2026

Boost for first-time buyers to get on the property ladder
28 September 2026

Prime minister Andy Burnham has unveiled a new scheme to help more first-time buyers in England on to the property ladder.

1 minutes
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It will offer government-backed equity loans of 20% to those buying new build homes in England, who have at least a 2.5% cash deposit towards their purchase.

18/09/2026

The new retirement dilemma: preserve or spend your pension?
9 September 2026

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.

4 minutes
Read more:

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.

16/09/2026

Whole of life assurance: the quiet solution to the IHT landscape
16 September 2026

From April 2027, most unused pension funds will be included when calculating the value of someone's estate for inheritance tax (IHT) purposes. This will push more people into the scope of this tax.

4 minutes
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From April 2027, most unused pension funds will be included when calculating the value of someone's estate for inheritance tax (IHT) purposes. This will push more people into the scope of this tax.

07/09/2026

Beating the deadlines: tax dates for business owners
3 September 2026

Business owners face a growing number of tax deadlines and reporting requirements. Missing an important date could result in penalties, interest charges and unnecessary stress, making it more important than ever to stay organised and ahead of key deadlines.

4 minutes
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Tax deadlines can be easy to overlook when you're focused on running a business. But missing one can result in penalties, added costs and unnecessary admin. Being proactive and staying ahead of tax dates can help you stay in control, avoid penalties and focus on running your business.

04/09/2026

Keeping it in the family: planning ahead for business succession
19 August 2026

Taking time to plan your exit strategy can make the transition smoother and more tax efficient. Here we look at the various routes and things to consider as you approach family business succession.

4 minutes
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Achieving a successful handover of your business to a family member typically comes down to three aspects: early planning (ideally five to 10 years in advance), having a full understanding of the value of the business, plus open communication with all involved parties to ensure fairness.

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
Read more:

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