Marc Burman
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  • You
  • Resources
  • Get In Touch
  • MEDIA
    • CITYWIRE
    • RICS (Royal Institute of Chartered Surveyors)
    • THE TELEGRAPH
    • Apple Podcast Interview
  • WEBINAR
    • Business owners webinar
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  • REDUCING INHERITANCE TAX
    • Inheritance Tax Strategies To Help Minimise Your Risk
  • LIVE INTERVIEWS
    • Get financially organised
    • Life assurance
    • Get your money working harder
    • Saving for the future
Financial planning for the Future, a step by step guide
https://www.youtube.com/watch?v=mDil895uf3o
Cashflow Modelling Demo

This demonstration is built using several assumptions including income and circumstances throughout a client’s life.

Access your free custom financial strategy report
https://www.youtube.com/watch?v=KXY5Ww-nru8&t=955s
Preserving and protecting your estate for future generations
https://www.youtube.com/watch?v=5HPhY8y-cl4&t=6s
Social Links
LinkedIn
Marc Burman
  • Me
  • You
  • Resources
  • Get In Touch
  • MEDIA
    • CITYWIRE
    • RICS (Royal Institute of Chartered Surveyors)
    • THE TELEGRAPH
    • Apple Podcast Interview
  • WEBINAR
    • Business owners webinar
    • Inheritance Tax and Estate Planning webinar
  • REDUCING INHERITANCE TAX
    • Inheritance Tax Strategies To Help Minimise Your Risk
  • LIVE INTERVIEWS
    • Get financially organised
    • Life assurance
    • Get your money working harder
    • Saving for the future

Marc Burman

58 posts
  • Uncategorised

“I have used up my pension and ISA allowance, what next…?” introducing offshore bonds

  • Marc Burman
  • January 6, 2023
View Post
pension and ISA
  • Uncategorised

What kind of protection insurance do you need?

  • Marc Burman
  • December 3, 2022
View Post
insurance
  • Uncategorised

Limited Company Directors – How to reduce corporation tax and fund your family’s finances tax free!

  • Marc Burman
  • November 25, 2022
View Post
finances tax free!
  • Uncategorised

Bringing pensions together

  • Marc Burman
  • October 20, 2022
View Post
Bringing pensions together
  • Uncategorised

Putting life on hold

  • Marc Burman
  • September 13, 2022
View Post
Putting life on hold
  • Uncategorised

Tax updates to be aware of in uncertain times

  • Marc Burman
  • August 16, 2022
View Post
Tax updates
  • Uncategorised

Improving your financial health

  • Marc Burman
  • July 15, 2022
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Improving your financial health
  • Uncategorised

Take action now to make use of your new year’s tax saving opportunities

  • Marc Burman
  • June 20, 2022
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new year’s tax saving opportunities
  • Uncategorised

Invest your way out of inflation.

  • Marc Burman
  • May 19, 2022
View Post
Invest your way out of inflation
  • Uncategorised

Time to give your financial future a boost?

  • Marc Burman
  • April 11, 2022
View Post
Time to give your financial future a boost

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Zodiac Wealth Management is authorised and regulated by the financial conduct authority (FCA number 976075). Company Registration number 13870832.
Registered Office : 5 Stirling Court, Stirling Way, Borehamwood, WD6 2FX

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