This business is listed in the Financial-Advisor section of our website
- Other Pages: Retirement Planning - Estate Planning - Financial Planning
- The Lost Coin Financial Planning Ltd incorporated the business of The
Lost Coin, formed in 2006, to provide you with quality independent
financial planning advice, offering fixed fees and value for money.
They now focus on advising family owned businesses on how to use
their pension funds to help their business grow, whilst reducing the
amount of income and corporation tax due.
We work with you, taking time to examine your existing plans and
uncover your desired outcomes, before advising you on what actions
to take to improve your position. You can action this yourself, but many
ask us to make any agreed changes for them. You do not have to pay
ongoing fees as our paid review service is optional.
Financial planning is really quite simple â€' â€śspend less than you earnâ€ť.
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. 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.
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. You
need to think carefully about whom you leave these assets to on your
death, if you wish to minimise any future inheritance tax that may
- Also Listed In:
Financial-Advisor in Bristol
bristol Business Directory
Bristol Business Directory
Financial-Advisor in bristol
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