When was the last time you reviewed your life insurance policy? It might not be easy to think about what will happen when you’re gone, but it is important to make sure your cover is still relevant for your current circumstances. Life insurance is designed to provide financial support to your loved ones in the …
Home owners and insurers a like are feeling the impact of the winter storms, as the average home insurance premium increased by 4% in the final quarter of 2023*. A stormy winter The last three months of the year saw six storms officially recorded by the Met Office, with the first three alone causing 36,000 …
Did you know that 64 countries are due to hold elections this year (including India, Brazil, the US and the UK)? Some of these elections carry significant global implications and, depending on their outcomes, will influence the geopolitical landscape, and global and regional investment markets. Investment implications Markets don’t like uncertainty. Election years are typically …
Elections and investments – prepping for a pivotal year Read More »
In the first ten months of the 2023/24 financial year, HMRC collected £6.3bn in IHT receipts, £0.4bn more than the same period the previous fiscal year. This represents a 6.8% rise year-on-year and suggests this year’s annual figure will comfortably surpass last year’s record-breaking total of £7.1bn. With the nil-rate threshold frozen at £325,000 for …
The advent and development of artificial intelligence (AI) is exciting and intriguing, and seems to be permeating everyday life, from virtual assistants like Siri and Alexa, to opening your phone with face ID, all powered by AI functionality. While a whole host of positive AI-related developments will no doubt improve elements of our lives, there …
There are several ways to minimise the amount of Inheritance Tax (IHT) your family pay when you’re gone. In addition to maximising IHT allowances, other planning opportunities include utilising gift exemptions. Making IHT-free gifts Each financial year you can make gifts of up to £3,000 (in total, not per recipient) and if you don’t use …
Citrus Financial is thrilled to be shortlisted as a finalist for the ‘Small advice firm of the year’ at the prestigious Money Marketing Awards 2024! What a week! What a week! First, we have six team members nominated for the Women in Financial Advice Awards, and today we learnt that Citrus Financial has been shortlisted …
We’re finalists for the Money Marketing Awards 2024! Read More »
We’re thrilled to announce that these amazing members of the Citrus Financial team have all been nominated for the prestigious Professional Adviser Women in Financial Advice Awards 2024! Amazing achievement These awards celebrate the incredible achievements of women in the financial services industry, a sector where women are still under-represented. They’re all about recognizing the …
Nearly one in five parents and grandparents who helped a family member buy their first home used their own property wealth to do so, new research* has shown, raising concerns that some might be leaving themselves short. Families help out First-time buyers are increasingly relying on family members’ support to get on the housing ladder. …
Seek advice before making first-time buyer gifts Read More »
The start of a new financial year presents an opportune moment to assess your finances, particularly if recent life changes have come your way. Make sure to prioritise a review of your protection insurance at this time. Safeguard your future Tailoring your protection to meet your unique needs serves as a crucial safety net, offering …
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Citrus Financial is a trading style of Citrus Financial Management Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Citrus Financial Management Ltd is registered in England & Wales No.04618393. Registered office: 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent, England, TN13 2RY
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