Season’s Greetings from Citrus Financial

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As Christmas approaches, we would like to take this opportunity to thank all our clients and partners for your trust and support throughout 2024. It’s been a pleasure working with you, and we look forward to continuing our journey together in the year ahead. Please enjoy our animated Christmas card Please enjoy our animated Christmas

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Avoiding the unretirement ‘tax trap’

Many over-55s are returning to work or planning to ‘unretire’. Having additional income in retirement is a great idea, but it’s essential to consider the tax implications of this decision to avoid falling into a tax trap. Planning to work after retiring Research* shows that over a quarter of people aged 55 and above plan

December 23, 2024

Season’s Greetings from Citrus Financial

Avoiding the unretirement ‘tax trap’

Sevenoaks Head Office

Polegate Office

December 23, 2024

Season’s Greetings from Citrus Financial

Avoiding the unretirement ‘tax trap’

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