Blog

Is the Triple Lock Sustainable – And What Does It Mean for Your Retirement?

June 16, 2025

By Samuel Mather-Holgate The Triple Lock has long been seen as the gold standard of pension protection — a guarantee that the State Pension will rise each year to help pensioners keep pace with the cost of living. But as the UK faces growing pressure to manage public finances, many are asking: Is the Triple…

Financial Advice for UK Expats Living in Mallorca

June 7, 2025

By Samuel Mather-Holgate Still have UK pensions, ISAs, or other investments? Just because you’ve moved to Mallorca doesn’t mean your financial planning should stop at the border. At Mather & Murray Financial, we help UK expats living in Spain — especially here in beautiful Mallorca — stay on track with their financial goals. Why UK…

Cash ISA vs Stocks & Shares ISA in 2025: Where Should Your Money Be?

June 7, 2025

By Samuel Mather-Holgate With higher interest rates and market volatility dominating the financial headlines, many people are asking a familiar question with new urgency:Should I put my money in a Cash ISA or a Stocks & Shares ISA in 2025? Both types of ISAs allow you to grow your money free from income tax, capital…

Annuities Are Back: Why More Retirees Are Locking In Guaranteed Income for Life

June 2, 2025

By Samuel Mather-Holgate Annuities — once considered unfashionable in the post-pension-freedom era — are firmly back in favour. According to the BBC’s Money Box programme, annuity sales have surged by 83% since 2020, a remarkable turnaround for a retirement product many had written off. So, what’s driving the revival? And more importantly, should you be…

Trump’s Reckless Tariff Strategy: Markets in Meltdown

April 5, 2025

By Samuel Mather-Holgate The financial markets have had a rough ride recently, and if you’re watching the news or checking your portfolio, you’ve probably felt the impact. One of the key drivers of this turbulence? The escalation of trade tariffs under former President Trump’s renewed economic influence, which is sending ripples—and in some cases, shockwaves—through…

Financial Lessons We Learn from Mum – And How to Pass Them On

March 30, 2025

By Samuel Mather-Holgate For many of us, our first experience of money came from Mum. Whether it was being handed a few coins for sweets, learning how to budget pocket money, or hearing the phrase “money doesn’t grow on trees” (more times than we can count), mums have been quietly shaping our financial habits for…

The Biggest Retirement Planning Mistakes (and How to Avoid Them)

March 23, 2025

By Samuel Mather-Holgate Are You Making These Common Retirement Planning Mistakes? Retirement should be a time to enjoy life without money worries—but for many people, that’s not the reality. The earlier you start planning for retirement, the better your outcomes will be. But even if you’ve already started saving, it’s easy to fall into common…

Swindon Property Market Update 2025: A Resilient Market with Strong Growth Potential

March 14, 2025

A personal opinion piece by Samuel Mather-Holgate Swindon’s property market has made an impressive start to 2025, with house prices rising by 2.2% over the past year, surpassing the national average of 1.9%. This consistent growth has placed Swindon among the top five best-performing areas in the South West, reinforcing its reputation as one of…

What Happens to Your Money When You Die? The Essentials of Wills and Estate Planning

March 14, 2025

By Samuel Mather-Holgate Why Do So Many People Avoid Making a Will? Let’s be honest—no one likes thinking about death. It feels far off, complicated, and maybe even expensive to sort out. But the reality is that not having a will can cause serious problems for your loved ones. A shocking 54% of UK adults…

Market Volatility & Trump’s Tariffs: What Investors Need to Know

March 5, 2025

By Samuel Mather-Holgate Understanding the Recent Market Turbulence Global financial markets have faced increased volatility following the announcement of new U.S. tariffs. The United States has imposed: A 20% tariff on goods from China A 25% tariff on goods from Mexico and Canada These measures have caused immediate market reactions, including: Weaker equities and currency…

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Money News

It is hoped the £4m hub could host several charities, cutting costs and helping more families.

There will be no change to benefits for carers on pensions in Jersey as it could cost millions.

The government has confirmed the discount for six million low-income households will continue for the rest of the decade.

Women hit by changes to the state pension age say the decision shows "utter contempt" for their situation.