Marc Burman ( MB Succession Planning LTD trading as MB Succession Planning )

I am a certified financial planner and STEP (Society of Trusts and Estate Planning) Affiliate. Based in Finchley (North London) I cover Central London, North London and surrounding areas. More recently, most clients meetings take place via Zoom so nationwide advice is available. I help clients with will drafting and inheritance tax planning. I offer…

I am a certified financial planner and STEP (Society of Trusts and Estate Planning) Affiliate.
Based in Finchley (North London) I cover Central London, North London and surrounding areas.
More recently, most clients meetings take place via Zoom so nationwide advice is available.
I help clients with will drafting and inheritance tax planning.
I offer a free initial consultation.

 

website – www.marcburman.com

e mail – [email protected]

Contact number – 07863 103 188

 

Areas:

 

Will drafting

Inheritance Tax advice

Wealth Preservation

Bloodline protection

Financial Planning

About The Society of Will Writers

The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.

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The Society of Will Writers
Chancery House
Whisby Way
Lincoln
LN6 3LQ

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Tel: 01522 687888
E-mail: [email protected]

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Registered in England and Wales. Company Number: 02918900.

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