Our latest Residential Property Review magazine is available now. The Royal Institution of Chartered Surveyors (RICS) latest UK Residential Survey shows demand, sales, instructions, and prices remain...

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week is all about Inheritance Tax (IHT). It’s something that will impact most of us...

Continued high inflation is prompting many people, particularly those over 50, to question whether paying for life insurance is money well spent. These findings* have sparked fears of vulnerabilities...

The current market conditions have left many investors feeling uncertain about whether now is a good time to invest. However, it’s important to remember that markets go up and down, and that...

With the cost of living rising, many families in our local area are facing severe financial hardship. This Christmas will be especially difficult for them. That’s why we’re working with...

Citrus Financial is pleased to announce the appointment of Karen Gorbutt as a Financial Adviser. Karen has over 15 years of experience in the financial services industry, having started her career at...

Several changes to pensions were announced during the Spring Budget earlier this year. Regarded as the most significant since pensions freedoms in 2015, the changes, expected to provide greater...

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week we’re looking at how to gift money to your children or grandchildren. Are there...

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week David is taking a look at bank accounts, specifically fixed rate savings accounts. How...

The number of residential properties up for sale has increased according to latest data*, which could further strengthen the position of buyers. Supply surge? Ever since the pandemic days of frenetic...

Recent data from HM Revenue & Customs (HMRC) has shown that Inheritance Tax (IHT) receipts for the 2022–23 tax year totalled £7.1bn, up £1bn from the previous tax year. With receipts consistently...

Life’s unpredictable. While we think the unexpected will never happen to us, unfortunately it sometimes does. So, if you found yourself in this situation, how would you and your family cope? You may...

It comes as no surprise, with financial challenges impacting everyone’s pockets, that parents are prioritising worries regarding their children’s finances above their own, a trend highlighted in a...

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week we’re talking ISAs – there’s more to them than some people think...

Our latest Economic Review magazine is available now. This month’s Economic Review includes: Following its latest meeting the Monetary Policy Committee (#MPC) voted by a 7-2 majority to raise Bank...

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week, fresh from his summer holiday he’s talking about the bank of Mum and Dad. Can...

Our In Focus magazine is available now. As usual, we have sought to address topical issues that are likely to be of interest to most readers. The topics covered in this edition are: Planning for your...

At Citrus Financial, we strive to provide exceptional financial advice to our clients. We believe that the best way to reach more individuals who can benefit from our expertise is through personal...