All the latest news from Citrus Financial

NEWS

Join our team – Technical Administrator

We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team.  In this role, you will provide vital support to both our Financial Advisers and Paraplanners...

Inheritance Tax gifting – a refresher

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...

We’re finalists for the Money Marketing Awards 2024!

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...

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

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...

Seek advice before making first-time buyer gifts

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...

Check you have financial security in 2024

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...

Financial challenges impacting women

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...

Chipstead Triumph in High-Scoring Final Home Game

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...

Living the (retirement) dream

The ultimate retirement dream is actually very simple according to research*. Most respondents to a survey (94%), which questioned 2,000 respondents aged 50 and over on their aspirations for later...

The Hidden Benefits of Life and Critical Illness Policies

Life insurance and critical illness cover are fundamental financial safety nets. They provide peace of mind in the face of life’s uncertainties, protecting your loved ones financially if you...

Spring Budget 2024 Summary

Please download below our summary of the Spring Budget delivered by the Chancellor Jeremy Hunt on Wednesday 6 March. DOWNLOAD HERE In what was widely expected to be Mr Hunt’s final Budget ahead of an...

Girls Find Confidence on the Football Pitch

Playing football is more than simply kicking a ball around – for young girls, it can be a powerful tool for building confidence and developing essential life skills. A recent report, “Here for...

Citrus Financial welcomes Elian Lawrence

Citrus Financial is delighted to announce that Elian Lawrence has joined our team of financial advisers. She brings a wealth of knowledge with her and has very generously allowed us to mention that...

Webinar: Spring Budget Breakdown & Tax Year-End Tips

Join us for a FREE webinar on Thursday, March 14th at 12 PM to uncover the secrets of the 2024 Spring Budget and to make the most of your tax allowances before April 5th. Join our webinar Join our...

A tax year end action plan

What action do you need to take before 5 April 2024? This year again, it’s crucial to think about how external factors, such as inflation and reduced or frozen allowances, could impact your finances...

Listen Now: Citrus Financial’s Richard Harris on BBC Radio Kent’s Daily News Quiz

Listen in to hear how Richard Harris, Citrus Financial’s COO, got on when he took part in BBC Radio Kent’s Daily News Quiz. Listen here If you have a spare 4 minutes, why not listen in to...

Power up your pension in 2024

Did you know that you can make one-off pension payments at any time? In fact, people are encouraged to do so with tax incentives offered by the government. If you have accumulated extra money from a...

Listen Now: David Braithwaite, The Money Mentor, Discusses How To Cut The Cost Of Watching TV

Join David Braithwaite, The Money Mentor, every Monday afternoon on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as financial adviser David Braithwaite, also known...

Listen Now: David Braithwaite, The Money Mentor, Investigates The Cost Of Car Insurance

Join David Braithwaite, The Money Mentor, every Monday afternoon on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as ‘The Money Mentor’, financial adviser...