Marc Burman
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  • REDUCING INHERITANCE TAX
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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

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

  • Marc Burman
  • July 13, 2020
View Post
Reduce your inheritance tax
  • 773 views
  • 5 minute read

Two quick and easy financial wins during lockdown

  • Marc Burman
  • June 11, 2020
View Post
Preserving your wealth developing a clear plan for your wealth and property
  • 744 views
  • 1 minute read

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
  • 706 views
  • 2 minute read

Covid 19 – Protecting your family’s finances

  • Marc Burman
  • May 9, 2020
View Post
Covid 19 – Protecting your family’s finances
  • 760 views
  • 3 minute read

What should you be doing right now!

  • Marc Burman
  • April 9, 2020
View Post
Pension lifetime allowance
  • 770 views
  • 6 minute read

Remaining calm in times of uncertainty

  • Marc Burman
  • March 19, 2020
View Post
Remaining calm in times of uncertainty
  • 751 views
  • 2 minute read

‘Sleepwalking into retirement…. How much will you need to save to afford a comfortable retirement?

  • Marc Burman
  • January 3, 2020
View Post
Sleepwalking into retirement…. How much will you need to save to afford a comfortable retirement?
  • 718 views
  • 3 minute read

Top five things to do to help your loved ones after you have gone

  • Marc Burman
  • November 2, 2019
View Post
Top five things to do to help your loved ones after you have gone
  • 728 views
  • 2 minute read

Driving towards the next phase of your life – retirement

  • Marc Burman
  • November 2, 2019
View Post
Driving towards the next phase of your life – retirement
  • 781 views
  • 3 minute read

Your isa, your future – time to reimagine how to invest more tax -efficiently?

  • Marc Burman
  • November 2, 2019
View Post
Your isa, your future – time to reimagine how to invest more tax -efficiently?
  • 703 views
  • 6 minute read
  • Things i wish i knew when i was in private practice.

    Things I wish I knew when I was in private practice.

    • December 23, 2018
    View Post
  • Declutter your finances for 2019

    Declutter your finances for 2019

    • January 18, 2019
    View Post
  • Preserving your wealth developing a clear plan for your wealth and property

    7 Tips for protecting your finances after winning the lottery!

    • January 19, 2019
    View Post
Arrange a Call or Zoom
with Marc
  • Things i wish i knew when i was in private practice.
    Things I wish I knew when I was in private practice.
    • December 23, 2018
  • Declutter your finances for 2019
    Declutter your finances for 2019
    • January 18, 2019
  • Preserving your wealth developing a clear plan for your wealth and property
    7 Tips for protecting your finances after winning the lottery!
    • January 19, 2019
  • Brexit proof your finances
    Brexit proof your finances
    • January 25, 2019
  • Using your business as a financial planning tool
    Using your business as a financial planning tool
    • January 27, 2019
about
About me
I am a Certified Financial Planner, helping families, professionals and business owners make important financial decisions and reach their financial goals.
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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

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.

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