Finance Monthly Taxation Awards 2018 Winners Edition

www. finance-monthly .com FINANCE MONTHLY TAXATION AWARDS 2018 27 UNITED KINGDOM INHERITANCE TAX PLANNING ADVISER OF THE YEAR ABOUT GEORDIE BULMER Independent Financial Adviser and owner of AISA Retirement Planning, Geordie Bulmer is based in Bristol but advises clients in the UK and internationally. With 17 years experience in Financial Services and a Degree in Economics he has built up a reputation as a professional adviser and a specialist in Inheritance Tax planning. Following previous roles with Natwest, Clerical Medical and AWD Chase de Vere, he obtained experience with Investments and Pensions then went on to specialise in Trusts and put together Inheritance Tax seminars from 2008. These seminars (both with Chase de Vere and AISA) presented clients with the advantages and disadvantages of different IHT solutions, making sure people were aware of any potential restrictions that may be introduced when using a particular tax planning strategy. He provides advice to a wide range of clients but aims to specialise in Tax or Retirement planning requirements. With recent changes to Inheritance Tax rules, he has seen an increase in demand for tax planning strategies that allow clients to reduce their tax liability but still achieve their financial objectives such as access to capital or income. Geordie has featured in various financial publications, including Money Observer and Financial Times, writing on topics such as Inheritance Tax, Retirement Planning and the use of Structured Products. He was also the Cover Star of Citywire’s New Model Adviser in May 2016 which highlighted his passion for Skydiving. AREAS OF EXPERTISE • Inheritance Tax strategies • Retirement planning • Investment advice FIRM PROFILE AISA Professional is a Chartered UK based Financial Advice firm with the objective of providing Advanced Independent Specialised Advice. The group also operates AISA International which has offices across the world. Established in 1999 the firm has grown year on year and now advises over 1000 active clients and manages over £120 million. With regulatory changes being introduced such as MiFID 2 in early 2018, the firm is well positioned to continue to offer fee based professional financial advice to clients across the world. Mobile: 07767 354497 Office: 0117 9713117 geordie@aisaretirementplanning.co.uk