Financial Planning - Answering your questions including "How much is enough?"

Retirement Planning - When can I retire? How do I manage my pensions?

Estate Planning - How can I reduce any inheritance tax due on my estate?

CTA THREE

Financial Planning

Financial planning is really quite simple – “spend less than you earn”. However, life is complicated as we like to change jobs, homes, start a family, care for the young and the old. This is where savings (in the form of cash, investments and pensions), mortgages and protection plans become useful.

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CTA ONE

Retirement Planning

Retirement Planning forms a part of Financial Planning, with a specific focus on retirement and pensions, but also any other resources you may have. This can include savings, ISAs, investments, shares, other property, state pensions, inheritances.Fundamentally you need to think about three questions.

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CTA TWO

Estate Planning

The key to estate planning is to understand the full value of your estate, the nature of those assets on death and how you would like the proceeds divided between your loved ones, wider family, friends and charity. Certain assets such as commercial property, farmland, private company and some AIM listed shares attract valuable tax reliefs.

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Latest News

Do you have sources of income or hold any assets outside the UK?

No – there’s no need to read any further. Yes and I have reported these to HMRC – you may wish to check… View Article

Client Stories

Case Studies

In late 2013 I was introduced to a wealthy couple William and Margaret, age 58 and 59. They both had good jobs, a lovely old cottage, a French holiday home, one buy to let property, mortgage free and almost £0.5 million in investments

Read about how we helped our client.

The Lost Coin Financial Planning Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. We are listed on the Financial Services Register reference 672057.

The information contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

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