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Phoebe Mills joined Citrus Financial in January 2025, bringing more than four years’ experience in financial services. Having achieved her Diploma in Regulated Financial Planning in 2023, and previously worked as a pensions adviser, Phoebe now plays a key role behind the scenes supporting our advice team, while continuing her development towards becoming a financial […]

We were delighted to welcome so many clients and guests to our Inheritance Tax Trap event at Salomons Estate. The turnout was fantastic, and we loved the level of engagement throughout the morning. Inheritance Tax is a topic many people know they should think about, but often put off because it feels complex or uncomfortable.

We’ve been absolutely delighted by the response to our upcoming Inheritance Tax event in Tunbridge Wells on Tuesday 3 February. The event has now reached full capacity, and all available places have been filled. The strong level of interest reflects just how important — and topical — Inheritance Tax planning has become, particularly with ongoing

You get home after a long journey and remember you still need to pay the Dart Charge for crossing the Dartford Crossing. A quick online search, a few taps on your phone, and the £3.50 payment is done… or so you think. Weeks later, a penalty charge notice lands on your doormat. Despite paying what

This year, Jenny Brockman, one of our advisers at Citrus Financial, is taking on a huge personal challenge… running the London Marathon. It will be Jenny’s first marathon, and training is already well underway. Like many busy parents, she fits runs in where she can during the week, with longer sessions at weekends. Often, those

Warm, experienced and endlessly approachable, Elian Lawrence is the kind of adviser clients stick with for life. With over 37 years in financial services, she brings deep expertise to every meeting, especially when it comes to retirement planning. Elian joined Citrus in 2024 and is known for her thoughtful, straightforward advice and her passion for

The start of a new year often brings good intentions, eat better, declutter, get organised. But while many people think about sorting their finances, it’s easy to put off. Life’s busy, the cost of living’s still high, and knowing where to begin can feel overwhelming. That’s where we come in. At Citrus, we help people

You receive a voicemail from your son or daughter. They sound panicked. They say they’ve been in an accident and urgently need money. You can hear the stress in their voice — and it really does sound like them. But it may not be. According to a recent report by The Guardian, criminals are now

Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more families than ever are already being caught in the IHT net. And from April 2027, things are set to get even more complex. As announced in the October 2024 Budget, pensions are

The Chancellor’s speech only ever tells part of the story. The real details, things that could genuinely affect your finances,  sit in the documents published afterwards. Our full Budget Summary provided by Quilter, is now ready and free to download. It’s been produced once the dust has settled, giving you a clearer picture of what