Thank you for expressing your interest
You’ve been added to the waiting list for our Inheritance Tax Trap event.
- If a place becomes available, we’ll get in touch as soon as possible.
- You’ll also be the first to know when we run this event again in the new year.
We really appreciate your enthusiasm and look forward to welcoming you to a Citrus Financial event soon.
Join us at Westerham Golf Club on 7th October 2025.
Arrive from 10.30 for refreshments. The presentation will start at 11.00, with a complimentary lunch served at 12.30pm.
Address:
Westerham Golf Club
Valance Park
Brasted Road
Westerham
Kent TN16 1QN
Our Speakers
At this special event, you’ll hear from David Braithwaite, founder of Citrus Financial and the BBC Radio Kent “Money Mentor”, alongside Karen Gorbutt, one of Citrus’s experienced advisers. Together, they will explain the inheritance tax changes ahead and share practical steps you can take to protect your wealth for the next generation.
David Braithwaite
MANAGING DIRECTOR
Karen Gorbutt
FINANCIAL ADVISER
About Citrus Financial
Founded in Sevenoaks by David Braithwaite, Citrus Financial has grown into a trusted local advice firm with a team of experienced financial advisers. Based in Chipstead, we help families across the South East feel better off and more confident about their finances. Whether it’s investments, pensions, mortgages, or inheritance planning, our mission is simple: to give you clarity, confidence, and control over your money.
Important Information
Inheritance Tax/Estate Planning is not regulated by the Financial Conduct Authority.