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

What I wrote to my clients this week….

  • Marc Burman
  • March 6, 2022
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What I wrote to my clients this week
  • Uncategorised

How will the Russia/Ukraine crisis impact your investments?

  • Marc Burman
  • February 24, 2022
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Russia/Ukraine crisis
  • Uncategorised

Wealth Preservation : Five fundamentals of estate planning

  • Marc Burman
  • January 20, 2022
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  • Uncategorised

Wealth Preservation : How to protect your wealth against Inflation.

  • Marc Burman
  • December 29, 2021
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Wealth Preservation : How to protect your wealth against Inflation.
  • Uncategorised

Wealth Preservation : How to minimise a capital gains tax bill

  • Marc Burman
  • November 28, 2021
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Wealth Preservation : How to minimise a capital gains tax bill
  • Uncategorised

Don’t experiment with your investments

  • Marc Burman
  • October 25, 2021
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Don’t experiment with your investments
  • Uncategorised

Getting the most from your savings

  • Marc Burman
  • October 10, 2021
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Getting the most from your savings
  • Uncategorised

Enhance your pension income

  • Marc Burman
  • September 11, 2021
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Enhance your pension income
  • Uncategorised

Protect yourself from pension scams

  • Marc Burman
  • August 11, 2021
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Protect yourself from pension scams
  • Uncategorised

Boost your pension savings

  • Marc Burman
  • July 17, 2021
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Boost your pension savings

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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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you may be entitled to refer it to the Financial Ombudsman Service at http://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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