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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
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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

Uncategorised

54 posts
  • Pension
  • Tax Mitigation
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New year, new financial goals

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

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

  • Marc Burman
  • December 19, 2020
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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
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Silver splitters’, financial fall – out of divorcing in middle age
  • Uncategorised

Choosing the right financial adviser for you

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

Do I really need a financial adviser?

  • Marc Burman
  • September 25, 2020
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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
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Will capital gains taxes be hiked to pay for Covid and what could you do to minimise the impact on your finances?
  • Uncategorised

Preserving your wealth developing a clear plan for your wealth and property

  • Marc Burman
  • July 13, 2020
View Post
Reduce your inheritance tax
  • Uncategorised

Two quick and easy financial wins during lockdown

  • Marc Burman
  • June 11, 2020
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Preserving your wealth developing a clear plan for your wealth and property
  • Uncategorised

Beware of pension fraudsters, safeguard your hard earned retirement savings from covid -19 scammers

  • Marc Burman
  • May 21, 2020
View Post
Beware of pension fraudsters, safeguard your hard earned retirement savings from covid -19 scammers
  • Uncategorised

Covid 19 – Protecting your family’s finances

  • Marc Burman
  • May 9, 2020
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Covid 19 – Protecting your family’s finances

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