How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is crucial. Be Proactive Recent data* has shown that on average people actively start planning for retirement around …
When was the last time you reviewed your life insurance policy? It might not be easy to think about what will happen when you’re gone, but it is important to make sure your cover is still relevant for your current circumstances. Life insurance is designed to provide financial support to your loved ones in the …
We are thrilled to present the latest episode of Citrus Insights, featuring an exclusive interview with the brilliant Lindsay James, Investment Strategist and media spokesperson at Quilter Investors. This episode is a must-watch for anyone keen to understand how UK and international politics shape the investment markets. Lindsay offers her expert analysis, shedding light on …
What is the impact of UK, France, and US Elections on your investments? Read More »
Home owners and insurers a like are feeling the impact of the winter storms, as the average home insurance premium increased by 4% in the final quarter of 2023*. A stormy winter The last three months of the year saw six storms officially recorded by the Met Office, with the first three alone causing 36,000 …
After six weeks of campaigning we finally know the result of the election. So, how will a Labour win impact our finances. In our latest Citrus Bites video, “What does the election mean for your money?”, Richard Harris provides a thorough analysis of Labour’s financial plans and their potential impact. In this special video, Richard …
Citrus Bites Election Special: What Does the Election Mean for Your Money? Read More »
Thinking about buying a home? The housing market can be a complex beast, and navigating it as a buyer, especially for the first time, can feel daunting. But fear not! This episode of Citrus Insights is here to equip you with valuable knowledge and actionable tips. Richard Harris sits down with James Hincks, co-founder and MD …
Feeling overwhelmed by finances as a busy mum? You’re not alone! This video is for all the amazing mums out there who juggle a million things. We know finances can easily get pushed aside, but financial adviser Karen Gorbutt from Citrus Financial explains why talking to an adviser can be a game-changer. Here’s what you’ll …
Feeling overwhelmed by finances as a busy mum? You’re not alone! Read More »
The latest episode of Citrus Mortgage Bites is packed with valuable advice for anyone looking to buy a home or remortgage their existing property. Richard Harris and Holly Bettles, our Mortgage and Protection Adviser, discuss the recent decision by the Bank of England to hold the base rate and explore what this means for UK …
Bank rate held at 5.25%. What Now for UK Mortgages? Read More »
Did you know that 64 countries are due to hold elections this year (including India, Brazil, the US and the UK)? Some of these elections carry significant global implications and, depending on their outcomes, will influence the geopolitical landscape, and global and regional investment markets. Investment implications Markets don’t like uncertainty. Election years are typically …
Elections and investments – prepping for a pivotal year Read More »
In the first ten months of the 2023/24 financial year, HMRC collected £6.3bn in IHT receipts, £0.4bn more than the same period the previous fiscal year. This represents a 6.8% rise year-on-year and suggests this year’s annual figure will comfortably surpass last year’s record-breaking total of £7.1bn. With the nil-rate threshold frozen at £325,000 for …
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