Our latest quarterly client magazines are available to download now We're pleased to make our latest client magazines available to download. Essentially Wealth Magazine This quarter's Essentially Wealth magazine covers a variety of topics including: Resolve to prep your pension with confidence Goodbye greenwashing? Climate disclosures on the corporate agenda How to beat the big freeze More retirees blooming late New regulations to prevent pension scams Inflation-proof your savings Climate change concerns – investors tune [...]

Managing Director of Citrus Financial, David Braithwaite, presents a cheque to Hospice in the Weald Our Managing Director, David Braithwaite was delighted to award a grant of $4,000 (approx £3,000) to Hospice in the Weald on behalf of the MDRT Foundation. Hospice in the Weald, the chosen charity of Citrus Financial, provides care completely free of charge to patients with a terminal illness, and those important to them, in West Kent and northern East Sussex. [...]

Free webinar: Making sure you don't miss out on valuable tax allowances Each year the government provides valuable tax allowances and reliefs to help you reduce the amount of tax you pay. With the cost of living rising, and most of these allowances expected to stay frozen until at least 2026, it's vital you take advantage of them. With the help of two industry experts, this webinar will go back to the beginning, explaining in [...]

The rising cost of living means it’s more important than ever not to miss out on valuable tax allowances The past eighteen months have demonstrated how the unexpected can become the norm, and that this new ‘normal’ is changing many of our expectations. With so much to deal with it’s natural to become distracted and lose focus on some of our financial priorities. In the current period of rising inflation and interest rates it’s more [...]

Presents, cards, meals, hugs are all forms of giving thanks to others, and this time of year is of course particularly special. It’s also a time to give thanks for what we personally have achieved (not just materialistic items). Have you thought about the science behind giving thanks – gratitude? Research has shown that gratitude can improve general well-being, increase resilience, strengthen social relationships, and reduce stress and depression. The more grateful people are, the [...]

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 [...]