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 …
We would like to say a huge thank you on behalf of Citrus Financial and Friends for Families, for all the amazing board games we received! We have been inundated. We know that it’s tough for everyone at the moment, so we’ve been amazed by the generosity of our clients, Chipstead Football Club and our …
We were delighted to have two VIP guests in our office on Monday evening. Two superstars from the Chipstead U10 girls team brought a mountain of board games with them. The games were generously donated by the players, parents and coaches at Chipstead FC to support our Friends for Families campaign. Please help us …
Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as financial adviser David Braithwaite, also known as ‘The Money Mentor’, shares his expert insights on understanding energy bills and navigating the new price cap. In his weekly appearance on the …
Citrus Financial is pleased to announce the appointment of Jennifer Brockman who is working her way to become a Financial Adviser. Jennifer already has more than seven years’ experience of the financial services industry. Most recently working as a Senior Paraplanner with another financial advice firm. Jennifer completed the Diploma in Regulated Financial Planning 2021. …
The Chancellor announced his Autumn Statement on Wednesday 22nd November. As expected, tax cuts took most of the headlines, with a reduction in National Insurance and a range of measures for businesses. In this special edition of Citrus Bites, Richard Harris takes a look at the headlines and considers what the announcements could mean for …
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