News

With the government on a mission to raise more income from taxes, understanding the full impact of fiscal changes on investments has arguably never been so critical. One area that has been subject to particularly sharp reductions is the Dividend Allowance, with changes likely to have a significant impact on many investors. Six-year reduction The […]

A recent survey* has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA), made several months ago, is having on people’s retirement planning. The decision In his first Spring Budget Statement delivered on 15 March, the Chancellor announced that the LTA charge would be removed from April 2023

Remortgaging means changing your existing mortgage to a new deal, either with a new lender or the same one. With every penny being crucial, switching to a new deal could save you a considerable amount. 1. Deal about to end? When your fixed-rate deal comes to an end, you will likely be switched to a

We would like to say a huge thank you on behalf of Citrus Financial and Friends for Families, for all the amazing board games we received! We have been inundated. We know that it’s tough for everyone at the moment, so we’ve been amazed by the generosity of our clients, Chipstead Football Club and our

We were delighted to have two VIP guests in our office on Monday evening. Two superstars from the Chipstead U10 girls team brought a mountain of board games with them. The games were generously donated by the players, parents and coaches at Chipstead FC to support our Friends for Families campaign.   Please help us

Join David Braithwaite, The Money Mentor, every Monday morning 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 understanding energy bills and navigating the new price cap. In his weekly appearance on the

Citrus Financial is pleased to announce the appointment of Jennifer Brockman who is working her way to become a Financial Adviser. Jennifer already has more than seven years’ experience of the financial services industry. Most recently working as a Senior Paraplanner with another financial advice firm. Jennifer completed the Diploma in Regulated Financial Planning 2021.

After more than a decade of putting up with low returns on cash savings, the substantial increase in rates over the past two years has been welcomed by savers, but it’s important not to rely too heavily on cash savings and to carry on investing to maximise potential returns and target long-term financial goals. Consider

It can be tempting to cancel your protection when times are tough and you’re tightening the purse strings. But removing the vital support that protection cover offers might not be the wisest move. Take a step back Some households are considering reducing their level of protection, potentially leaving themselves vulnerable to financial shocks. With higher

All investors use insights, trends, and data from across the globe to help them make decisions. Between the lines is an easy way for you to understand how a current topic might be impacting markets and influencing your investments. This month’s edition of Between the lines takes a look at what the following means for