Most of us don’t expect serious illness to touch our lives. Especially while we’re in the thick of family life, juggling school runs, work and everything in between. But over the years, I’ve supported...

With the autumn budget just weeks away, Money Mentor David Braithwaite joined BBC Radio Kent to unpack the biggest financial rumours currently making headlines. From potential changes to pension tax...

We’d like to say a huge thank you to everyone who joined us for our recent Inheritance Tax event at Westerham Golf Club. It was the first of this kind for us and we’re delighted it’s...

With colder weather on the way and energy prices creeping up again, Money Mentor David Braithwaite shares practical, money-saving tips to help you keep your home warm without overspending. In this...

We’ve been absolutely delighted by the response to our upcoming Inheritance Tax Trap event. Within just a short time, we reached full capacity of 100 attendees, This is far beyond our expectations. A...

In uncertain times, it’s tempting to delay financial decisions. But with inflation rising again, the UK facing its highest tax burden in decades, and more tax hikes expected in the Autumn Statement...

Online fraud is becoming increasingly sophisticated, and a recent attempt targeting Citrus Financial shows just how convincing these scams can be. Salary diversion fraud, also known as payroll...

Are premium bonds still a good place for your savings — or just a nostalgic gamble? In this episode of The Money Mentor, David Braithwaite breaks down exactly how premium bonds work, their pros and...

Uni life is all lectures, late nights and leftover pizza — but a few smart money moves now can save a lot of grief (and cash) later. In this Money Mentor episode, David Braithwaite shares practical...

Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more families than ever are already being caught in the...

If you live in Kent, you’ve probably heard David Braithwaite’s voice before. As the Money Mentor on BBC Radio Kent, he’s known for making financial topics easy to understand, and fun to listen to. But...

Inheritance Tax (IHT) has always been a hotly debated subject, but it’s now firmly in the spotlight again as the Chancellor looks for ways to raise more money for the Treasury. With potential changes...

Retirement isn’t what it used to be — and that’s a good thing. In this Money Mentor episode, David Braithwaite talks about how retirement has evolved from the traditional “gold watch on Friday...

Fraudsters are getting slick — but you can stay one move ahead. In this Money Mentor episode, David Braithwaite shares the latest scam tactics (spoofed phone numbers, “update your payment” emails...

HMRC figures* show the 2024/25 tax year saw a record £8.2bn raised in IHT, a £800m increase on the previous tax year. The new tax year kicked off in the same vein with the Treasury collecting £780m in...

One in six people with a partner are unsure who would inherit their pension savings if they were to die before accessing them*. While the majority – 65% – have nominated their spouse or partner as...

Calm, insightful and highly respected, Craig Brady is a key part of the Citrus Financial team. With a first-class Economics degree, a sharp analytical mind and a natural ability to explain complex...