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A pandemic closely followed by a cost-of-living crisis has undoubtedly created a challenging financial backdrop for us all, potentially heightening money-related anxiety. At times like these, it’s more important than ever to talk through any concerns to protect both your financial and mental wellbeing. A clear link Research* highlights a clear, if intricate, link between […]

In the grand scheme of life, your 40s and 50s can be a unique and pivotal period. It’s when you’ve accumulated a wealth of experience, both personally and professionally, but it’s also the time when financial responsibilities tend to peak. It’s no wonder that many turn to the concept of a midlife MOT to ensure

2023 saw global equity markets shrug off inflation, a cost-of-living crisis, interest-rate hikes, and rising geopolitical tensions to deliver double-digit returns, while bond markets also delivered robust gains. As we start the new year, the question now turns to what might be in store for investors in 2024. In Quilter Investors’ latest global outlook, there

Our latest Residential Property Review magazine is available now. The decision from many mortgage lenders to reduce rates seems to have had the desired effect, as buyer interest has noticeably increased; Lenders are competing to offer the best deals; At the end of the first week of January, according to Zoopla, there were 10% more

Our latest Economic Review magazine is available now. This month’s Economic Review includes: On 13 December, the Bank of England’s Monetary Policy Committee (MPC) voted by a six to three majority to leave Bank Rate unchanged at 5.25%. The Bank insisted it is ‘too early’ to speculate about when rates might be reduced Although last

Our latest Residential Property Review magazine is available now. According to Zoopla, sellers accepted an average discount of £18,000 on their property sale in November 2023 – the highest average price cut in five years. Rightmove’s annual Happy at Home Index reveals the happiest places to live in the UK. The Index is based on

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