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 […]
IHT is a growing concern Read More »
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
Latest edition of In Focus available now! Read More »
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 »
Join us for an exclusive webinar as we navigate the challenges faced by the UK economy in the midst of an economic storm and the imminent threat of what’s been described as a ‘mortgage time-bomb’. The cost-of-living crisis, along with escalating inflation, interest rate hikes, and the lasting repercussions of the Spring Budget, have placed
Webinar – The Economic Storm & Mortgage Time Bomb: How to Protect Your Financial Future Read More »
Even if we don’t currently have the perfect role advertised, we’re always interested in hearing from talented people who share our values and enjoy working with clients. Citrus Financial is a growing firm, and the right person often creates the next opportunity. You might be: We may not have a vacancy currently, but if you
We’re always keen to speak to good people Read More »
