Spring Budget Breakdown & Tax Year-End Tips – Webinar Recording

This webinar recording is your chance to understand the 2024 Spring Budget and make the most of your tax allowances before the April 5th deadline.

Hosted by BBC Radio Kent’s Money Mentor, David Braithwaite, this informative session features a panel of financial experts from Citrus Financial and Quilter:

  • Lesley Stewart, Advice Solutions Manager, Quilter
  • Karen Gorbutt, Financial Adviser, Citrus Financial
  • Richard Harris, COO, Citrus Financial

Here’s what you’ll learn:

Demystify the 2024 Spring Budget:

  • Understand the Chancellor’s announcements and their impact on your finances.
  • Gain insights beyond the headlines and how they might affect you.

Don’t Miss Out on Tax Savings Before April 5th:

  • Explore key tax allowances and find out how to avoid paying more than necessary.
  • Learn how to optimize your finances for the upcoming tax year.
  • Gain peace of mind about your financial future.

This webinar is perfect for:

  • Anyone looking to use their allowances efficiently.
  • Investors seeking tax-efficient strategies.
  • Individuals nearing retirement or planning their future.

Watch the recording and take control of your financial future!

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Tax planning is not regulated by the Financial Conduct Authority.

You can see more of our videos here.

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...

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...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER