Latest Case Study

Inheritance & Estate Planning

Once Paul & Wendy had settled into retirement their thoughts began to move toward how to ensure their children inherited their estate in a tax efficient manner. The first step was to review their Wills and ensure that suitable Lasting Powers of Attorney were created and registered to ensure their affairs could be managed if […]

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Retirement Planning

We met Tim in his early fifties, who wanted to retire early but had no concept as to how this might happen. We completed an initial, in depth analysis of Tim’s existing pension provision, including a range of company and private pension schemes built up over various employments and personal provision. After understanding the detail of what […]

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Later life needs as single person

Vikki was widowed many years ago and has been a client of Citrus’ from that time, benefitting from the financial support we offer. Vikki did not have any dependents and her estate was not a large value estate. With two small annuities and her state pension, she needed to balance the drawings from her investments […]

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