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 moving out of your investments to cash could cost you in the long run. Join our webinar In this webinar, we’ll discuss whether …
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 Friends for Families, a small local charity that helps families facing financial hardship in the Sevenoaks area. We want to bring a bit of Christmas …
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 Morgan Stanley. Karen is a qualified Financial Adviser with a Level 4 Diploma in Financial Planning. She is passionate about helping people achieve …
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 flexibility and opportunity, have largely had a positive reception. The overhaul is intended to make it more straightforward for individuals to accumulate a bigger pension pot …
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 limits? What should you do if it’s for a deposit for a home? What will the bank need from you to show it’s a gift …
BBC Radio Kent Money Matters with David Braithwaite 04/10/2023 Read More »
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 does a fixed rate account work and is it a sensible thing to do? Also, why it pays to shop around? David also explains how …
BBC Radio Kent Money Matters with David Braithwaite 27/09/2023 Read More »
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 buying, demand outstripping supply has been a familiar picture in the UK housing market. And with interest rates rising sharply in the past year …
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 rising, this significant uplift can be attributed in part to ‘a combination of the recent rises in asset values and the government’s decision …
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 not be able to rely on the state Unless you have substantial savings, or you benefit from a sick pay scheme run …
How would you & your family cope if you couldn’t work? Read More »
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 recent survey of advisers*. According to the survey, 55% of respondents specified that amid cost-of-living challenges adult children were being prioritised in clients’ wealth planning, with many …
Parents Increasingly Worried About Their Children’s Finances Read More »
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Citrus Financial is a trading style of Citrus Financial Management Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Citrus Financial Management Ltd is registered in England & Wales No.04618393. Registered office: 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent, England, TN13 2RY
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