Financial Advice for UK Expats Living in Mallorca

Port de Pollença coastline in Mallorca, popular with British expats seeking UK pension and investment advice

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…

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

Person standing at a fork in the road, symbolising the choice between Cash ISA and Stocks & Shares ISA options in 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…

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Trump’s Reckless Tariff Strategy: Markets in Meltdown

Inflatable orange balloon caricature of Donald Trump, symbolising market disruption and economic instability

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…

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

Mum and daughter doing yoga together, symbolising balance, wellbeing, and passing down positive financial habits

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…

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

Older woman practicing yoga outdoors, representing active retirement and healthy lifestyle in later life

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…

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