Later Life Financial Planning Under Labour - Free Seminar
Jan
29
1:30 pm13:30

Later Life Financial Planning Under Labour - Free Seminar

Understanding Labour’s Budget Changes – What They Mean for You

Wednesday 29th January - 1.30pm - 2.30pm - Stoke Lodge, Shirehampton Road, Stoke Bishop, BS9 1BN

Are You Prepared?
With sweeping changes to pensions and inheritance tax announced in Labour’s first budget, your financial future may look different than you expected. Join us for an exclusive free seminar to uncover how these changes could impact your plans - and what you can do to stay in control.

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Later Life Financial Planning Under Labour - Free Seminar - EXTRA DATE ADDED
Feb
5
1:30 pm13:30

Later Life Financial Planning Under Labour - Free Seminar - EXTRA DATE ADDED

Understanding Labour’s Budget Changes – What They Mean for You

Wednesday 5th February - 1.30pm - 2.30pm - Stoke Lodge, Shirehampton Road, Stoke Bishop, BS9 1BN

Are You Prepared?
With sweeping changes to pensions and inheritance tax announced in Labour’s first budget, your financial future may look different than you expected. Join us for an exclusive free seminar to uncover how these changes could impact your plans - and what you can do to stay in control.

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Welcome Wednesday - November 2024
Nov
27
2:00 pm14:00

Welcome Wednesday - November 2024

We have organised a new event called ‘Welcome Wednesday’ with Bristol Dementia Action Alliance and local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 27th November 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

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Free Later Life Financial Planning Drop-In Sessions
Nov
12
to 10 Dec

Free Later Life Financial Planning Drop-In Sessions

Join us every Tuesday afternoon for our free later life financial planning drop-in sessions at the Later Life Hub in Henleaze. Specialising in later life financial advice, we provide guidance on a range of important topics, including:

  • Retirement income planning

  • Wills, Trusts and Lasting Powers of Attorney

  • Inheritance tax and estate planning

  • Long-term care funding

  • Investments and savings for later life

SOLLA Accredited independent financial adviser Richard Higgs will be on hand to answer your questions, offer tailored advice, signpost to later life services and help you navigate your financial future. Whether you're seeking advice for yourself or a loved one, we’re here to help.

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Lasting Powers of Attorney Seminar
Nov
6
1:00 pm13:00

Lasting Powers of Attorney Seminar

We are delighted to invite you to a seminar covering all aspects of organising your lasting powers of attorney.

  • Wednesday 6th November

  • 1:00pm - 3:00pm

  • Stoke Lodge, Shirehampton Road, Stoke Bishop BS9 1BN

It can seem like a daunting thing to think about and many people put off arranging their affairs, potentially until it is too late. We are here to help you get started!

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Welcome Wednesday - October 2024
Oct
30
2:00 pm14:00

Welcome Wednesday - October 2024

We have organised a new event called ‘Welcome Wednesday’ with Bristol Dementia Action Alliance and local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 30th October 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

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Welcome Wednesday - September 2024
Sept
25
2:00 pm14:00

Welcome Wednesday - September 2024

We have organised a new event called ‘Welcome Wednesday’ with Bristol Dementia Action Alliance and local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 25th September 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

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Cuppa 4 a Cure & Financial Advice Drop In Clinic
Sept
24
3:00 pm15:00

Cuppa 4 a Cure & Financial Advice Drop In Clinic

Join us for a fun afternoon of tea, cake and chatting as we raise money for BRACE Dementia Research!

This Cuppa 4 a Cure event will take place on Tuesday 24th September 3pm - 5pm at St Peter’s Church in the Servery. There will be plenty of cakes on offer, tea, coffee, soft drinks etc - donate what you can to raise money to further Dementia Research!

Independent, chartered financial adviser Richard Higgs will also be offering a drop-in advice clinic in a private space so if you have any questions at all about later life financial planning, please do come along - Richard is happy to help! Pensions, inheritance tax, estate planning, Wills, LPAs - and anything in between.

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Welcome Wednesday - August 2024
Aug
28
2:00 pm14:00

Welcome Wednesday - August 2024

We have organised a new event called ‘Welcome Wednesday’ with Bristol Dementia Action Alliance and local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 28th August 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

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Welcome Wednesday - July 2024
Jul
31
2:00 pm14:00

Welcome Wednesday - July 2024

We have organised a new event called ‘Welcome Wednesday’ with Bristol Dementia Action Alliance and local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 31st July 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

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Later Life Summer Fair
Jul
19
11:00 am11:00

Later Life Summer Fair

The Later Life Alliance is delighted to announce we are again organising the Later Life Summer Fair. The event, now in its third year, will take place on Friday 19th July 11am - 2pm at Newman Hall, Henleaze.

Born out of recognising there was a need, post pandemic, to provide the local community with an opportunity to find out about events, activities, groups and support, the event promises to deliver all of this and more!

The fair is free to attend and there will be a tombola, raffle, a variety of stalls and entertainment along with access to lots of local information and support services.

You can read all about the previous fair here. We can’t wait to see you there!

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[Webinar] New Study: Taking Pension Investment Advice Worth 2.81% Extra Per Year
Jul
2
to 31 Aug

[Webinar] New Study: Taking Pension Investment Advice Worth 2.81% Extra Per Year

A recent study by Russell Investments showed the value of taking investment advice could be worth 2.81% extra per year!

This could mean the difference between retiring early or passing on substantially more to your loved ones.

Watch for information about:

  • Active management

  • Behavioural investing (at the right time)

  • Customising your pension to suit your life and retirement goals

  • Product alignment - not one size fits all!

Watch the recording here.

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Welcome Wednesday - June 2024
Jun
26
2:00 pm14:00

Welcome Wednesday - June 2024

We have organised a new event called ‘Welcome Wednesday’ with Bristol Dementia Action Alliance and local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 26th June 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

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*POSTPONED* Charity Lawn Bowls Afternoon - Fundraising for St Peter's Hospice
Jun
11
1:00 pm13:00

*POSTPONED* Charity Lawn Bowls Afternoon - Fundraising for St Peter's Hospice

Join us for a Charity Lawn Bowls afternoon at Canford Bowling Club on Tuesday 11th June, 1:00 PM - 3:30 PM. Open to all, tickets are £10, including a game of bowls, tea, coffee, and cake. Learn to bowl with the help of club members. Raffle with exciting prizes to raise money for St. Peter's Hospice. Places are limited so don't miss this fun afternoon, book your ticket today!

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Afternoon tea and dance
May
20
2:00 pm14:00

Afternoon tea and dance

As part of our work with the Later Life Alliance, we have helped organise a fun afternoon tea and dance!

Join us at Bradbury Hall, Trinity-Henleaze URC on Monday 20th May 2pm - 4pm for great food, live music and line dancing. Whether you want to take part or just have fun watching, it’s sure to be an afternoon to remember.

Tickets are £2 donation and can be booked by calling Katie on 0117 962 3431 (you can leave a message) or email admin@trinityhenleazeurc.org.uk by 10th May so food and refreshments can be organised accordingly.

Can’t wait to see you there!

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New date added! Lasting Powers of Attorney Seminar
May
7
9:30 am09:30

New date added! Lasting Powers of Attorney Seminar

Due to the March 27th seminar selling out, we are delighted to invite you to a second seminar covering all aspects of organising your lasting powers of attorney.

It can seem like a daunting thing to think about and many people put off arranging their affairs, potentially until it is too late.

We are looking forward to hearing from Gemma Lock, Head of Business Development at Trinity Homecare Group who will be speaking about navigating care choices. We are also thrilled to be joined by Marc White and Mila Rnjak from Marc White & Co Solicitors who will be speaking about the implacations of not organising your LPAs and having to deal with the Court of Protection.

Along with chartered, independent financial adviser, Richard Higgs talking you through everything you need to know about LPAs, this event will leave you feeling empowered to take control of your affairs.

We will answer questions such as:

  • What is an LPA? Which type of LPA do I need?

  • When should I organise my LPAs?

  • What happens if I don’t have an LPA and I lose capacity?

  • How many attorneys do I need?

  • What decisions can be made with an LPA?

  • How do I go about organising it?

  • How much does it cost?

There will plenty of time to ask any questions you may have at the event.

Expect a relaxed, welcomeing event! We are looking forward to meeting you.

Email or call Amy to book your free spot - places are limited.

community@haroldstephens.co.uk

0117 3636 212

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Welcome Wednesday - April 2024
Apr
24
2:00 pm14:00

Welcome Wednesday - April 2024

We have organised a new event called ‘Welcome Wednesday’ with Bristol Dementia Action Alliance and local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 24th April 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

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Welcome Wednesday - March 2024
Mar
27
2:00 pm14:00

Welcome Wednesday - March 2024

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 27th March 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

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Lasting Powers of Attorney Seminar
Mar
27
9:30 am09:30

Lasting Powers of Attorney Seminar

We would like to invite you to a seminar covering all aspects of organising your lasting powers of attorney.

It can seem like a daunting thing to think about and many people put off arranging their affairs, potentially until it is too late.

We are looking forward to hearing from Gemma Lock, Head of Business Development at Trinity Homecare Group who will be speaking about navigating care choices. We are also thrilled to be joined by Marc White and Mila Rnjak from Marc White & Co Solicitors who will be speaking about the implacations of not organising your LPAs and having to deal with the Court of Protection.

Along with chartered, independent financial adviser, Richard Higgs talking you through everything you need to know about LPAs, this event will leave you feeling empowered to take control of your affairs.

Email or call Amy to book your spot - places are limited.

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Spring Budget 2024 Webinar
Mar
13
to 13 Apr

Spring Budget 2024 Webinar

Richard Higgs recorded a webinar on Wednesday 13th March about the Spring Budget.

Here is the link to view.

Whilst not seemingly a budget to concern those in later life, there have been plenty of announcements lately that you shoud be aware of. Here are links to the recent Tax Year End video and Tax Outlook 2024 video mentioned in the webinar.

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What it's REALLY like to be a Harold Stephens Client
Mar
12
to 30 Apr

What it's REALLY like to be a Harold Stephens Client

Richard Higgs recorded a webinar on Tuesday 12th March all about what it’s really like to be a client here. How does our training and approach impact the service we provide?

Find out more here.

If you are interested in finding out more about how we treat vulnerable clients, check out our web page here.

Please don’t hesitate to get in touch if you would like to have a relaxed chat about your circumstances to see if we can help. Call 0117 3636 212 or email office@haroldstephens.co.uk.

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Tax Year End - Act Now! + Q&A
Mar
5
to 5 Apr

Tax Year End - Act Now! + Q&A

Independent chartered financial planner, Richard Higgs recorded a webina on 5th March 2024 about the planning you can do ahead of the upcoming tax year end deadline.

Tax year end is less than one month away so the time is ticking to take advantage of available reliefs.

Find out what you can do to ensure you are in the most tax efficient position possible.

Q&A included at the end of the session.

Access the recording here.

If you would like to book a relaxed chat about your current situation and financial plans, please don’t hesitate to get in touch by calling 0117 3636 212 or email office@haroldstephens.co.uk.

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Welcome Wednesday - February 2024
Feb
28
2:00 pm14:00

Welcome Wednesday - February 2024

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 28th February 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

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Help! My Mum is going into a Care Home: Live Q&A Webinar
Feb
5
to 28 Apr

Help! My Mum is going into a Care Home: Live Q&A Webinar

We are often contacted by people asking for guidance about what to do when a parent is about to move in to a care home.

Watch the webinar here.

Join SOLLA Accrediated independent fiancial adviser, Richard Higgs for this recorded webinar where he will take you through things to consider, such as:

Estimating costs and income

NHS continuing health care

What happens when one parent remains at home?

What assets are disregarded?

Funding care

Lasting Powers of Attorney

If you would like to book a relaxed chat about your current situation and financial plans, please don’t hesitate to get in touch by calling 0117 3636 212 or email office@haroldstephens.co.uk.

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Welcome Wednesday - January 2024
Jan
31
2:00 pm14:00

Welcome Wednesday - January 2024

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 31st January 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

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UK Tax Outlook 2024 Webinar
Jan
24
to 31 Mar

UK Tax Outlook 2024 Webinar

Independent chartered financial planner, Richard Higgs recorded a webinar on the tax outlook for 2024 on 24th January.

You can access the full recording including the Q&A here.

Richard covers:

  • A recap of 2023 including the impact of the Autumn Statement

  • Potential tax implications of th Spring Budget on 6th March

  • The upcoming general election

  • Q&A

If you would like to book a relaxed chat about your current situation and financial plans, please don’t hesitate to get in touch by calling 0117 3636 212 or email office@haroldstephens.co.uk.

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Investment Outlook 2024 + Q&A
Jan
17
to 29 Feb

Investment Outlook 2024 + Q&A

Independent chartered financial planner, Richard Higgs recorded a webinar on the investment outlook for 2024 on 16th January.

You can access the full recording including the Q&A here

If you are interested in what is going on globally and how that will affect your portfolio, this is for you.

  • Where we are in the short term

  • USA markets

  • Emerging markets

  • Looking at investment over longer terms

  • Q&A

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Welcome Wednesday - November 2023
Nov
29
2:00 pm14:00

Welcome Wednesday - November 2023

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 29th November 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

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Celebrating Age Talent Show
Oct
30
2:00 pm14:00

Celebrating Age Talent Show

Part of Age UK Bristol’s Celebrating Age Festival

  • Monday 30th October

  • 2 - 4pm

  • St Peter’s Hall, 17 The Drive, Henleaze BS9 4LD

Come along to enjoy an afternoon of local later life talent for just £2!

There will be lots of excellent performers over the course of the afternoon with a break for a chat, snacks and refreshments.

Celebrate age with us!

Contact Amy - community@haroldstephens.co.uk or call 0117 3636 212 for more information.

Booking is essential. Tickets available from Harold Stephens, 50 High Street, Westbury on Trym BS9 3DZ or Greenway Centre, Doncaster Road, Southmead BS10 5PY

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Welcome Wednesday - October 2023
Oct
25
2:00 pm14:00

Welcome Wednesday - October 2023

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 25th October 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

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