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Fraudsters are getting slick — but you can stay one move ahead. In this Money Mentor episode, David Braithwaite shares the latest scam tactics (spoofed phone numbers, “update your payment” emails, fake council-tax refunds, and even QR-code stickers in car parks) and how to beat them. What you’ll learn in minutes: The classic red flags:

HMRC figures* show the 2024/25 tax year saw a record £8.2bn raised in IHT, a £800m increase on the previous tax year. The new tax year kicked off in the same vein with the Treasury collecting £780m in IHT in April 2025 alone, up £97m from April 2024 – making it the second-highest monthly IHT

One in six people with a partner are unsure who would inherit their pension savings if they were to die before accessing them*. While the majority – 65% – have nominated their spouse or partner as their named beneficiary, others have chosen different paths: one in five say they have selected another family member, while

Calm, insightful and highly respected, Craig Brady is a key part of the Citrus Financial team. With a first-class Economics degree, a sharp analytical mind and a natural ability to explain complex ideas clearly, Craig has built a reputation for being both technically excellent and genuinely approachable. He joined Citrus as a paraplanner in 2016

A recent BBC Panorama investigation has thrown a spotlight on a worrying, and illegal, practice in the UK property market: conditional selling by estate agents. If you’re planning to buy or sell a home, this is something you need to be aware of. What is Conditional Selling? Conditional selling happens when an estate agent pressures

If you’re an Amazon Prime subscriber, you’re probably used to the annual charge for your membership. But now fraudsters are exploiting this familiarity with a new scam designed to trick you into handing over personal and financial information. What’s the scam? Subscribers have reported receiving convincing emails claiming their Amazon Prime subscription is about to

Talking about money might not be your idea of romance, but it’s one of the best things you can do for your relationship. As someone who’s spent over two decades helping people with their finances, I’ve seen how easily couples fall into the same traps… and how much better things go when they don’t. Here

We’re delighted to announce that Jenny Brockman has now become a Financial Adviser at Citrus Financial. Welcome To The Advice Team Jenny successfully completed the financial advice qualification (Diploma in Regulated Financial Planning) in 2021, having already built a strong career in financial services. At that point, the opportunity to step into an adviser role

As interest rates hold steady and economic signals continue to shift, our July 2025 Economic Review offers a balanced summary of the key developments from June. Helping you stay informed in a fast-changing environment. DOWNLOAD HERE In this edition we cover: Bank of England holds rates at 4.25% – But more cuts are expected, with