Life insurance and critical illness cover are fundamental financial safety nets. They provide peace of mind in the face of life’s uncertainties, protecting your loved ones financially if you die, become critically ill, or are unable to work due to illness or injury. But did you know these policies often come with valuable added benefits […]
The Hidden Benefits of Life and Critical Illness Policies Read More »
Please download below our summary of the Spring Budget delivered by the Chancellor Jeremy Hunt on Wednesday 6 March. DOWNLOAD HERE In what was widely expected to be Mr Hunt’s final Budget ahead of an election, speculation in the final run up focused on the trade-offs that might be required around cutting taxes and meeting
Spring Budget 2024 Summary Read More »
Playing football is more than simply kicking a ball around – for young girls, it can be a powerful tool for building confidence and developing essential life skills. A recent report, “Here for Every Goal,” highlighted the positive societal impact of the growth of elite women’s football, particularly on young girls. 80% of young girls
Girls Find Confidence on the Football Pitch Read More »
Citrus Financial is delighted to announce that Elian Lawrence has joined our team of financial advisers. She brings a wealth of knowledge with her and has very generously allowed us to mention that she has over 37 year’s experience of working within the financial services industry. During her career as a financial adviser, Elian has
Citrus Financial welcomes Elian Lawrence Read More »
Join us for a FREE webinar on Thursday, March 14th at 12 PM to uncover the secrets of the 2024 Spring Budget and to make the most of your tax allowances before April 5th. Join our webinar Join our webinar hosted by BBC Radio Kent’s ‘Money Mentor’, David Braithwaite, and our panel of specialists to:
Webinar: Spring Budget Breakdown & Tax Year-End Tips Read More »
What action do you need to take before 5 April 2024? This year again, it’s crucial to think about how external factors, such as inflation and reduced or frozen allowances, could impact your finances. Have you considered whether you will be affected by the reductions to the Capital Gains Tax (CGT) exemption and Dividend Allowance?
A tax year end action plan Read More »
Listen in to hear how Richard Harris, Citrus Financial’s COO, got on when he took part in BBC Radio Kent’s Daily News Quiz. Listen here If you have a spare 4 minutes, why not listen in to BBC Radio Kent, as Richard Harris takes part in the Daily News Quiz. Richard joined Anna Cookson for
Listen Now: Citrus Financial’s Richard Harris on BBC Radio Kent’s Daily News Quiz Read More »
Did you know that you can make one-off pension payments at any time? In fact, people are encouraged to do so with tax incentives offered by the government. If you have accumulated extra money from a windfall, bonus or through saving, why not consider powering up your pension with a single contribution? Crunch the numbers
Power up your pension in 2024 Read More »
Join David Braithwaite, The Money Mentor, every Monday afternoon on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as financial adviser David Braithwaite, also known as ‘The Money Mentor’, shares his expert insights on how to control the increasing cost of watching TV. In his weekly appearance on the
Join David Braithwaite, The Money Mentor, every Monday afternoon on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as ‘The Money Mentor’, financial adviser David Braithwaite, shares his expert insights on the rising cost of car insurance. In his weekly appearance on the Dominic King Show, David discusses how
Listen Now: David Braithwaite, The Money Mentor, Investigates The Cost Of Car Insurance Read More »
