Latest edition of In Focus available now!

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 (financial) clarity
Over 50? Re-joining the workforce? Prioritise your pension
Tracing unpaid IHT
Overwhelmed by jargon?

We do hope that you find this magazine both interesting and informative. Should you have any queries or require more information on any of the articles or any other financial matter, please do not hesitate to contact us.

You can view previous editions of In Focus here.

You can find interesting and up-to-date financial news on the Quilter website.

David Braithwaite, Founder and Principal Adviser at Citrus Financial

Getting to Know: David Braithwaite

If you live in Kent, you’ve probably heard David Braithwaite’s voice before. As the Money Mentor on BBC Radio Kent, he’s known for making financial...

amily outside their South East home, highlighting inheritance tax planning needs.

Inheritance Tax: Why It’s Back in the Spotlight

Inheritance Tax (IHT) has always been a hotly debated subject, but it’s now firmly in the spotlight again as the Chancellor looks for ways to raise...

Join our team – Technical Administrator

Join Citrus Financial as a Technical Administrator We’re looking for a highly motivated and experienced Technical Administrator to join our friendly...