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.

A green front door for a country cottage surrounded by red roses

Home valuation requests hit a record high at the start of the year

Was your new year’s resolution to move home in 2024? That seems to be the case for many homeowners in the UK, as there were a record number of...

Nurturing Future Financial Experts: Harry’s Work Experience at Citrus Financial

Last week, we had the pleasure of welcoming Harry, a Year 10 student from Tunbridge Wells Grammar School for Boys, to Citrus Financial for his work...

A man and woman in the 30's sitting on a beach with a dog

Your Retirement Strategy

How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing...