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IN THE MEDIA/NEWS2019-12-18T15:26:45+00:00

LATEST NEWS, BLOGS AND MEDIA APPEARANCES

When is your Tax Freedom Day?

While doing some research, I came across this concept that I thought was worth sharing. Every year, the Adam Smith Institute calculates the number of days the ‘average’ person would have to work just to pay off their taxes in the UK. Here are some key highlights from their 2020 report, while we await this year’s data calculations: In 2020, we worked 150 days just to pay our tax bill. Putting it another way, for the [...]

May 27th, 2021|In the news|

Is it too late to start a pension?

Have you read The Times article detailing how David sat down with Alan to try to establish that if he were to retire today, how much money per month he would need to live comfortably. To read the full article click here to visit The Times website.  – You are leaving the regulated site of Citrus Financial Management Ltd. Neither Citrus Financial Management Ltd nor Quilter Financial Planning Ltd accept any responsibility for the information or accuracy contained within this [...]

April 1st, 2021|In the news|

Savings and Investments

Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.Tax treatment varies according to individual circumstances and is subject to change. David Braithwaite talks Savings.

February 18th, 2021|In the news|

Time to Think About Investing

Once the decision has been made to invest the next big question is how to invest? The Sunday press money sections are packed with opinions, options and advertisements, all purporting to have the answer. The two main choices are to self-select investments, predominantly online or by discussing the options with a qualified adviser. Both have their benefits. Doing it yourself will cut down on costs and potentially reduce administration. The advised route will give you the comfort that a professionally qualified adviser has considered your [...]

November 6th, 2020|Articles|
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