News

Global markets have reacted this week as the conflict in the Middle East continues to intensify. Geopolitical events like this can create uncertainty for investors, particularly when markets move quickly and headlines feel unsettling. While the situation is still evolving, it can help to step back and focus on the broader investment principles that tend

As the end of the tax year approaches, it’s a good time to pause and check whether you’ve made the most of the allowances available to you. Miss them, and in many cases they’re gone for good. The tax year ends on 5 April, and while that date comes around every year, many people still

For many parents and grandparents, a Junior ISA feels like a brilliant idea in theory, but slightly nerve-wracking in practice. The tax advantages are clear. The long-term growth potential is powerful. The ability for family members to contribute is helpful. But then comes the big question: What happens when they turn 18? Will the money

Phoebe Mills joined Citrus Financial in January 2025, bringing more than four years’ experience in financial services. Having achieved her Diploma in Regulated Financial Planning in 2023, and previously worked as a pensions adviser, Phoebe now plays a key role behind the scenes supporting our advice team, while continuing her development towards becoming a financial

We were delighted to welcome so many clients and guests to our Inheritance Tax Trap event at Salomons Estate. The turnout was fantastic, and we loved the level of engagement throughout the morning. Inheritance Tax is a topic many people know they should think about, but often put off because it feels complex or uncomfortable.

We’ve been absolutely delighted by the response to our upcoming Inheritance Tax event in Tunbridge Wells on Tuesday 3 February. The event has now reached full capacity, and all available places have been filled. The strong level of interest reflects just how important — and topical — Inheritance Tax planning has become, particularly with ongoing

You get home after a long journey and remember you still need to pay the Dart Charge for crossing the Dartford Crossing. A quick online search, a few taps on your phone, and the £3.50 payment is done… or so you think. Weeks later, a penalty charge notice lands on your doormat. Despite paying what

This year, Jenny Brockman, one of our advisers at Citrus Financial, is taking on a huge personal challenge… running the London Marathon. It will be Jenny’s first marathon, and training is already well underway. Like many busy parents, she fits runs in where she can during the week, with longer sessions at weekends. Often, those

Warm, experienced and endlessly approachable, Elian Lawrence is the kind of adviser clients stick with for life. With over 37 years in financial services, she brings deep expertise to every meeting, especially when it comes to retirement planning. Elian joined Citrus in 2024 and is known for her thoughtful, straightforward advice and her passion for