Financial adviser in Burscough
Financial and inheritance tax planning for Burscough, Rufford, Halsall and the West Lancashire farming villages near our Birkdale office.
Financial planning for Burscough
Burscough sits on the Leeds and Liverpool Canal in the middle of the West Lancashire plain, with Martin Mere and some of the best farmland in the country around it. Villages like Rufford and Halsall have a mix of farming families, small businesses and people who moved out for the space.
For farming families, the April 2026 changes to agricultural and business relief are the big topic. For everyone else, it’s usually retirement, and making sure the house and pensions pass on as intended.
This page also covers Rufford and Halsall.
- Nearest office
- Birkdale office, about 7 miles from Burscough as the crow flies
- Meetings
- At our office by appointment, or by video and phone
- First conversation
- Free, and with no obligation
- Call us
- 01423 611004
What Burscough clients usually ask us
- Farm succession We model how the £2.5 million relief allowance applies to your farm, how it transfers between spouses, and how to plan for any tax above it, including the ten-year interest-free instalment option.
- Retirement for business owners Using pension contributions from the business, planning an exit, and turning the proceeds into a sustainable income.
- Wills that still work Wills written before 2026 may not use the new relief allowance well. We’ll flag what your solicitor should review.
Our services in Burscough
Financial planning in Birkdale
A plan for the life you want, built around cashflow modelling and reviewed every year. Investments, tax and protection in one place.
Pension planning in Birkdale
Know when you can stop work and what you can spend. We plan contributions, drawdown, transfers and how your pensions sit with the 2027 tax changes.
Inheritance tax planning in Birkdale
Pass on more of what you’ve built. Gifting, trusts, business relief, and what pensions entering the estate from April 2027 means for you.
I have enlisted the help of two leading members of Seventy Financial Planning over the past few years – Chris Riley and Andrew Brierley. Both have been fantastic and relaxed in their friendly Yorkshire manner! In fact all of the team at Seventy are great. Highly recommended.
Seventy brought real clarity to my personal situation, highlighting areas that need attention and which were performing well. I appreciated the genuine desire to understand my personal situation. The unhurried and professional approach made Seventy a pleasure to work with.
My wife and I first contacted Chris at Seventy some 10 years ago. We were very impressed with him and the advice we were given, and have been ever since. It is good to know that our finances are being taken care of by such a competent adviser and I would recommend Chris’s services to anyone.
The team at Seventy Financial Planning have provided my wife and I with invaluable expert advice and support over a number of years. Their services are very professional and first class. I would not hesitate to recommend them to anyone seeking independent financial advice.
Seventy has been a real lifesaver for us. Our investments with a previous firm were rapidly depleting. This would have resulted in severe difficulties for us. Seventy stabilised and grew our investments. That this was achieved in the difficult markets we are seeing is impressive.
Chris from Seventy sat with me and assessed my needs and how risk averse I am. He then provided me with a full review of findings and investment options. I am now in a better financial position than I would have been without his advice and I have been able to take early retirement.
Burscough: your questions
How far is Burscough from your office?
About 7 miles from our Birkdale office in a straight line. We meet in person or by video.
Do you work with agricultural accountants?
Yes. Farm succession works best when your accountant, solicitor and financial planner are working from the same plan.
Can growers and horticultural businesses claim agricultural relief?
Agricultural relief applies to agricultural land and buildings used for growing crops; business relief can apply to a trading business. Which applies depends on the detail, so your accountant should confirm it.
Let’s chat
You’ve learned a little about us, and now we’d like to know a little about you.
Let’s arrange a free, no-obligation call with one of our advisers.
Fill in the form and we’ll be in touch, or simply call us on 01423 611004.