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
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

Grandparents, grandchildren and money

  • Marc Burman
  • June 6, 2021
View Post
Grandparents, grandchildren and money
  • Uncategorised

Pension lifetime allowance

  • Marc Burman
  • May 17, 2021
View Post
Pension lifetime allowance
  • Uncategorised

Reduce your inheritance tax

  • Marc Burman
  • April 14, 2021
View Post
Reduce your inheritance tax
  • Uncategorised

Wealth needs managing – now more than ever

  • Marc Burman
  • February 17, 2021
View Post
Wealth needs managing – now more than ever
  • Uncategorised

New year, new financial goals

  • Marc Burman
  • January 4, 2021
View Post
New year, new financial goals
  • Uncategorised

‘No desire to retire’ why working and retirement are no longer binary terms

  • Marc Burman
  • December 19, 2020
View Post
No desire to retire’ why working and retirement are no longer binary terms
  • Uncategorised

Silver splitters’, financial fall – out of divorcing in middle age

  • Marc Burman
  • November 5, 2020
View Post
Silver splitters’, financial fall – out of divorcing in middle age
  • Uncategorised

Choosing the right financial adviser for you

  • Marc Burman
  • October 1, 2020
View Post
Choosing the right financial adviser for you
  • Uncategorised

Do I really need a financial adviser?

  • Marc Burman
  • September 25, 2020
View Post
Do I really need a financial adviser?
  • Uncategorised

Will capital gains taxes be hiked to pay for Covid and what could you do to minimise the impact on your finances?

  • Marc Burman
  • August 14, 2020
View Post
Will capital gains taxes be hiked to pay for Covid and what could you do to minimise the impact on your finances?

Posts navigation

Previous 1 … 3 4 5 6 Next
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

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us,
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.

Privacy Policy | Cookie Policy
0