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 »
Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week we’re talking ISAs – there’s more to them than some people think, including a similarity to tupperware. On a more serious note he also helps a listener with her finances following divorce. Specifically, what should you do about your …
BBC Radio Kent Money Matters with David Braithwaite 09/08/2023 Read More »
Our latest Economic Review magazine is available now. This month’s Economic Review includes: Following its latest meeting the Monetary Policy Committee (#MPC) voted by a 7-2 majority to raise Bank Rate by half a percentage point. This was the 13th successive increase taking rates to 5.0%, their highest level for 15 years. Figures published last …
Monthly Economic Review newsletter – available now! Read More »
Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week, fresh from his summer holiday he’s talking about the bank of Mum and Dad. Can you help your children buy a home? He’s also talking about the cost of living crises and where to turn for help if you’re …
BBC Radio Kent Money Matters with David Braithwaite 02/08/2023 Read More »
Our In Focus magazine is available now. As usual, we have sought to address topical issues that are likely to be of interest to most readers. The topics covered in this edition are: Planning for your best retirement Choosing how to transfer your wealth Be aware of ‘fiscal drag’ Are you keeping financial secrets? Bringing …
At Citrus Financial, we strive to provide exceptional financial advice to our clients. We believe that the best way to reach more individuals who can benefit from our expertise is through personal recommendations. If you have enjoyed the service you’ve received from us, we would like to ask you to consider recommending Citrus Financial to …
We believe in the power of personal recommendations Read More »
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