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Next Wednesday evening, 4th November, two of our team will walk into the Hilton London Bankside as finalists at the Women In Financial Advice Awards 2026. Karen Gorbutt is shortlisted for Financial Adviser of the Year (South East). Patricia Harris, known to all of us as Trish, is shortlisted for Woman of the Year (Paraplanner).

For most children, opening the first door of an advent calendar is one of the small joys of December. For some families in and around Sevenoaks, even that is out of reach this year. That’s why our Christmas appeal in Sevenoaks is back, and this year it’s simpler than ever. We’re collecting chocolate boxes and

On 20th October, we set ourselves a bit of a challenge. Rather than host one event at Kingdom in Penshurst, we decided to run two completely separate events on the same day. In the morning, guests joined us for The Inheritance Tax Trap. Then, after lunch and a complete reset, we welcomed a new audience

Being asked to be an executor has always been a compliment. From April 2027, it also becomes a much bigger job, and many people who’ve agreed to do it don’t know yet. If a parent, relative or close friend has named you in their Will, you probably pictured a fairly familiar list of tasks: register

Kelly Dinelli has had a front-row seat to the growth of Citrus Financial, and played a huge part in making it happen. When she joined in 2012, there were just five people in the business and David was its only financial adviser. Today, as Operations Manager and a key member of the leadership team, Kelly

It’s been a very good week for professional development at Citrus, with both Kate Morrish and Daniel Bell celebrating exam success. Kate has passed her R01 Financial Services, Regulation and Ethics exam at the first attempt, an excellent result as she continues to build her knowledge and develop her career in financial services. Kate works

How much will you actually need to retire comfortably? It sounds like a straightforward question. In reality, it can be surprisingly difficult to answer. You might have several pensions accumulated over the years. You may know roughly what they’re worth, but not what level of income they could provide. Perhaps retirement still feels a long

Inheritance Tax has rarely generated as many questions as it does today. Our recent Inheritance Tax events have proved extremely popular, and it’s easy to understand why. Changes to the way pensions will be treated for Inheritance Tax from April 2027 mean that some families may need to look again at plans they thought were

Buying your first home is exciting, but knowing where to start can be difficult. This October, we’re bringing together a mortgage adviser, estate agent and property solicitor for a free evening designed to make the whole process easier to understand. For many first-time buyers, the challenge isn’t simply finding the right property. Before you reach