Author name: CitrusFinancial

There are several ways to minimise the amount of Inheritance Tax (IHT) your family pay when you’re gone. In addition to maximising IHT allowances, other planning opportunities include utilising gift exemptions. Making IHT-free gifts Each financial year you can make gifts of up to £3,000 (in total, not per recipient) and if you don’t use …

Inheritance Tax gifting – a refresher Read More »

Citrus Financial is thrilled to be shortlisted as a finalist for the ‘Small advice firm of the year’ at the prestigious Money Marketing Awards 2024! What a week! What a week! First, we have six team members nominated for the Women in Financial Advice Awards, and today we learnt that Citrus Financial has been shortlisted …

We’re finalists for the Money Marketing Awards 2024! Read More »

We’re thrilled to announce that these amazing members of the Citrus Financial team have all been nominated for the prestigious Professional Adviser Women in Financial Advice Awards 2024! Amazing achievement These awards celebrate the incredible achievements of women in the financial services industry, a sector where women are still under-represented. They’re all about recognizing the …

Huge congratulations to Niamh Wilmshurst, Chloe Little, Jenny Brockman, Karen Gorbutt, Patricia Harris and Kelly Dinelli! Read More »

Nearly one in five parents and grandparents who helped a family member buy their first home used their own property wealth to do so, new research* has shown, raising concerns that some might be leaving themselves short. Families help out First-time buyers are increasingly relying on family members’ support to get on the housing ladder. …

Seek advice before making first-time buyer gifts Read More »

The start of a new financial year presents an opportune moment to assess your finances, particularly if recent life changes have come your way. Make sure to prioritise a review of your protection insurance at this time. Safeguard your future Tailoring your protection to meet your unique needs serves as a crucial safety net, offering …

Check you have financial security in 2024 Read More »

Have you ever thought about the additional financial challenges faced by women? If not, a new report* has taken a closer look at the reasons that can and are preventing women from accumulating the same wealth as their male counterparts. It really does make interesting reading and highlights that (perhaps to be expected) having children …

Financial challenges impacting women Read More »

Chipstead Under 10s girls, proudly sponsored by Citrus Financial, finished their home campaign in style with a resounding 14-2 victory against Tunbridge Wells. Here’s a review of their final home game. Sportsmanship and Fun Take Center Stage In a true display of sportsmanship, Chipstead loaned some players to Tunbridge Wells to ensure a fun and …

Chipstead Triumph in High-Scoring Final Home Game Read More »