Welcome to Citrus Mortgage Bites, our brand new monthly video covering all things mortgages. Each month Richard Harris, COO at Citrus Financial, will be joined by Holly Bettles, our wonderful mortgage and protection adviser, to discuss the latest news in the mortgage market. It’s been an exciting start to the year and this month Holly …
In the grand scheme of life, your 40s and 50s can be a unique and pivotal period. It’s when you’ve accumulated a wealth of experience, both personally and professionally, but it’s also the time when financial responsibilities tend to peak. It’s no wonder that many turn to the concept of a midlife MOT to ensure …
2023 saw global equity markets shrug off inflation, a cost-of-living crisis, interest-rate hikes, and rising geopolitical tensions to deliver double-digit returns, while bond markets also delivered robust gains. As we start the new year, the question now turns to what might be in store for investors in 2024. In Quilter Investors’ latest global outlook, there …
Our latest Residential Property Review magazine is available now. The decision from many mortgage lenders to reduce rates seems to have had the desired effect, as buyer interest has noticeably increased; Lenders are competing to offer the best deals; At the end of the first week of January, according to Zoopla, there were 10% more …
January Residential Property Review newsletter – available now! Read More »
Our latest Economic Review magazine is available now. This month’s Economic Review includes: On 13 December, the Bank of England’s Monetary Policy Committee (MPC) voted by a six to three majority to leave Bank Rate unchanged at 5.25%. The Bank insisted it is ‘too early’ to speculate about when rates might be reduced Although last …
Monthly Economic Review newsletter – available now! Read More »
Our latest Residential Property Review magazine is available now. According to Zoopla, sellers accepted an average discount of £18,000 on their property sale in November 2023 – the highest average price cut in five years. Rightmove’s annual Happy at Home Index reveals the happiest places to live in the UK. The Index is based on …
December Residential Property Review newsletter – available now! Read More »
For December’s Citrus Bites, Richard Harris is joined by the wonderful Holly Bettles, Mortgage & Protection adviser at Citrus Financial. Richard takes a look back at 2023. Comparing the economic predictions made at the start of the year with the reality of where we are currently. And of course, looking at that resilient jobs market, …
With the government on a mission to raise more income from taxes, understanding the full impact of fiscal changes on investments has arguably never been so critical. One area that has been subject to particularly sharp reductions is the Dividend Allowance, with changes likely to have a significant impact on many investors. Six-year reduction The …
Investors – what does the Dividend Allowance cut mean for you? Read More »
A recent survey* has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA), made several months ago, is having on people’s retirement planning. The decision In his first Spring Budget Statement delivered on 15 March, the Chancellor announced that the LTA charge would be removed from April 2023 …
Pension boost following removal of lifetime allowance Read More »
Remortgaging means changing your existing mortgage to a new deal, either with a new lender or the same one. With every penny being crucial, switching to a new deal could save you a considerable amount. 1. Deal about to end? When your fixed-rate deal comes to an end, you will likely be switched to a …
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