Mather & Murray Financial Ltd

10/06/2026

Mather & Murray Financial featured in FTAdviser today, giving their views on the new FCA transfer regulations:

Advisers have welcomed proposed changes to the red/amber flag system and extra protection for Ssas transfers, but stressed the need for balance between preventing scams and delaying legitimate transfers.

09/06/2026

Since we spoke to the media about the 67% tax trap coming in April '27, more and more media outlets are picking up our comments. Now featured in Wiltshire Gazette and Herald

Families could face a major tax shock from April 2027, with experts warning that inherited pensions may become subject to both inheritance tax and…

05/06/2026

Join us in Bristol for Wealth & Wine: Sip, Connect & Learn.

We are delighted to be co-hosting this relaxed evening alongside Rathbones and Clarke Willmott on Thursday 9 July 2026.

Expect:
✅ a welcome drink
✅ wine tasting
✅ great conversation
✅ networking with like-minded professionals
✅ a few financial insights along the way

This is designed to be sociable, relaxed and enjoyable — not stuffy or overly formal.

📍 Clarke Willmott, Floor 10, Assembly Building C, Cheese Lane, Bristol
🕠 5:30pm – 7:30pm

If you would like to attend, please get in touch with Helen Quayle to join the guest list.



https://www.matherandmurray.co.uk/join-us-in-bristol-for-wealth-wine-sip-connect-learn/

Rathbones Clarke Willmott Serious Injury & Medical Negligence Department Helen Jill Harper

A relaxed evening of wine tasting, networking and financial insight in Bristol on 9 July 2026, hosted by Rathbones, Mather & Murray and Clarke Willmott.

05/06/2026

Swindon does not get enough credit.

Too often it is spoken about as the “practical” option next to Bristol or the Cotswolds. But that seriously undersells what is happening here.

Swindon now combines:
✅ lower average house prices than Bristol and Cirencester
✅ major regeneration plans
✅ strong transport links
✅ a growing innovation economy
✅ and even a reputation as the UK’s leader in drone manufacturing

In our latest blog, we explain why Swindon may be one of the most exciting places in the South West to buy property right now — and why good mortgage advice and financial advice matter just as much as the location itself.

Swindon Advertiser

Lower prices than Bristol and Cirencester, a growing local economy and major regeneration plans all make Swindon a compelling place to buy property in 2026.

03/06/2026

Swindon's best selling local paper, Swindon Advertiser covers our latest comment about the IHT trap that could see you paying 67% tax on your death.

We are only up the road, in Cricklade- give us a visit!

Financial experts are warning that upcoming pension tax changes could leave many UK families facing unexpectedly large tax bills from 2027 onward,…

29/05/2026

We explain to Daily Express the double tax trap which could mean paying 67% on pensions...

That’s a nasty little sting in the tail

29/05/2026

How to challenge your council tax band.. and what are the risks? Mather & Murray Financial explain the process to The Independent

You could be eligible for lower payments - but be aware of other consequences too

29/05/2026

https://www.mirror.co.uk/money/im-independent-financial-adviser-new-37221234

29/05/2026

🚨 67% pension tax trap coming from April!!

Mather & Murray Financial director, Sam Mather-Holgate explains all in The Mirror.

People have until April 6, 2027, to take action