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The right time to move home?

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...

IHT is a growing concern

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...

How would you & your family cope if you couldn’t work?

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...

Parents Increasingly Worried About Their Children’s Finances

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...

BBC Radio Kent Money Matters with David Braithwaite 09/08/2023

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...

Monthly Economic Review newsletter – available now!

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...

BBC Radio Kent Money Matters with David Braithwaite 02/08/2023

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...

Latest edition of In Focus available now!

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...

We believe in the power of personal recommendations

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...

Webinar – The Economic Storm & Mortgage Time Bomb: How to Protect Your Financial Future

Join us for an exclusive webinar as we navigate the challenges faced by the UK economy in the midst of an economic storm and the imminent threat of what’s been described as a ‘mortgage time-bomb’. The...

We’re always keen to speak to good people

If you’re an ambitious financial adviser, with a passion for delivering outstanding advice and client service, or an outgoing and confident individual, with a talent for dealing with people, who would...

Monthly Economic Review newsletter – available now!

Our latest Economic Review magazine is available now. This month’s Economic Review includes: Revised projections released last month by both the Bank of England and International Monetary Fund suggest...

June Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. This month’s Residential Property Review includes: Releases from Savills show a mixed picture with the UK Housing Market Update...

Between the lines – June 2023

All investors use insights, trends, and data from across the globe to help them make decisions. Between the lines is an easy way for you to understand how a current topic might be impacting markets...

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