Everyone's approach to the creation and management of their wealth is unique. Citrus Wealth Management was created to provide an integrated yet fully independent solution offering a flexible and alternative approach to wealth management. As a boutique wealth management firm, we are able to create bespoke solutions for our clients which are actively managed over time.
Our clients include private individuals, corporate entities, trustees and pension funds. We build relationships that last through low client to adviser ratios, ongoing communication and effective reporting. Our client retention rates are high, reflecting the importance we attach to customer service.
Our clients include private individuals, corporate entities, trustees and pension funds. We build relationships that last through low client to adviser ratios, ongoing communication and effective reporting. Our client retention rates are high, reflecting the importance we attach to customer service.
Services
The origins of Citrus Wealth Management can be traced back 40 years. A series of acquisitions and management buy-outs and client referrals has brought the company to its current position. Our assets are our people, innovation and reputation. If any of these is ever diminished, the last is the most difficult to restore.
We evaluate each client's needs and preferences through an initial no obligation face to face meeting with a consultant. We determine spending and lifestyle requirements, anticipated large capital expenditures, business and philanthropic interests and desire for generational wealth transfer.
We then provide a comprehensive report with recommendations covering areas such as life, income and private medical protection through death and ill health, retirement planning, savings and investments, private client and corporate debt restructuring.We utilise the most tax efficient structures within which to invest client assets, whether invested on a monthly, ad hoc or single investment basis.
We then provide a comprehensive report with recommendations covering areas such as life, income and private medical protection through death and ill health, retirement planning, savings and investments, private client and corporate debt restructuring.We utilise the most tax efficient structures within which to invest client assets, whether invested on a monthly, ad hoc or single investment basis.
Despite strong growth in global wealth since the end of World War II, we have repeatedly seen the failure of governments, central banks, regulators and the finance industry to control the global economy and financial markets. Indeed, as the world changes, new challenges arise that have a direct impact on wealth.
Understanding and minimising your tax liabilities is vital to maintaining your wealth. Not fully understanding the tax position on your income and assets often leads to the payment of unnecessary taxes and in some cases you may be taxed twice. With the right tax advice you can make sure that you understand the local tax implications and are able to minimise your tax liabilities both in the UK and overseas.
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