News

Elections and investments – prepping for a pivotal year

Did you know that 64 countries are due to hold elections this year (including India, Brazil, the US and the UK)? Some of these elections carry significant global implications and, depending on their outcomes, will influence the geopolitical landscape, and global and regional investment markets. Investment implications Markets don’t like uncertainty. Election years are typically …

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IHT receipts and investigations on the rise

In the first ten months of the 2023/24 financial year, HMRC collected £6.3bn in IHT receipts, £0.4bn more than the same period the previous fiscal year. This represents a 6.8% rise year-on-year and suggests this year’s annual figure will comfortably surpass last year’s record-breaking total of £7.1bn. With the nil-rate threshold frozen at £325,000 for …

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Join our team – Technical Administrator

We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team.  In this role, you will provide vital support to both our Financial Advisers and Paraplanners. You will be responsible for a variety of client administration requirements that enable advisers to maximise …

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Huge congratulations to Niamh Wilmshurst, Chloe Little, Jenny Brockman, Karen Gorbutt, Patricia Harris and Kelly Dinelli!

We’re thrilled to announce that these amazing members of the Citrus Financial team have all been nominated for the prestigious Professional Adviser Women in Financial Advice Awards 2024! Amazing achievement These awards celebrate the incredible achievements of women in the financial services industry, a sector where women are still under-represented. They’re all about recognizing the …

Huge congratulations to Niamh Wilmshurst, Chloe Little, Jenny Brockman, Karen Gorbutt, Patricia Harris and Kelly Dinelli! Read More »

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