As the year draws to a close, the team at Citrus Financial would like to take a moment to thank you for your continued support throughout 2025. It’s been another busy year, and we’re very grateful for the trust you place in us. We hope you enjoy our short animated Christmas card, shared above, with […]
Season’s Greetings from Citrus Financial Read More »
You receive a voicemail from your son or daughter. They sound panicked. They say they’ve been in an accident and urgently need money. You can hear the stress in their voice — and it really does sound like them. But it may not be. According to a recent report by The Guardian, criminals are now
Fraud Alert: The AI Voice Scam That Sounds Like Someone You Love Read More »
Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more families than ever are already being caught in the IHT net. And from April 2027, things are set to get even more complex. As announced in the October 2024 Budget, pensions are
The Inheritance Tax Trap: Why You Need to Act Now Read More »
