Estate Planning Made Simple
Most people have done something when it comes to estate planning.
A Will may be in place. Lasting Powers of Attorney (LPAs) arranged. An inheritance tax review done years ago.
But rarely are these looked at together.
That’s where problems can arise - not from a lack of planning, but from plans that have been built in stages, without being fully aligned.
Our estate planning seminars are designed to help you step back and see the bigger picture.
These sessions will help you understand:
How your Will actually works in practice
Why how assets are owned can override what your Will says
How pensions and investments fit into your estate
Whether a Trust could help protect your family
The role of LPAs and how they work alongside your finances
Key inheritance tax considerations
Most importantly, you’ll leave with a clearer sense of whether your current arrangements work together, or whether there may be gaps worth addressing.
Explore the guidance
If you’d like to start by reading or watching to find out more in your own time, we’ve created a series of articles and videos covering (for example):
What is an LPA, how to choose attorneys, how can attorneys act
What is a Will Trust? Which Trust might suit my situation?
Executor duties, what happens if you don’t have a Will
Residence Nil Rate Band Allowance and minors
Join us at a seminar
If you prefer to join us, we’re hosting a series of free in-person events in June and July.
Tuesday 23rd June - 2.30pm - 3.30pm - St Peter’s Church, Henleaze
Wednesday 24th June - 10am - 11am - Thornbury URC
Tuesday 30th June - 6pm - 7pm - Stoke Lodge, Stoke Bishop
Wednesday 1st July - 2.30pm - 3.30pm - St Peter’s church, Henleaze
Tuesday 7th July - 10am - 11am - Henleaze Bowling Club
These seminars are particularly helpful if you:
Have put plans in place over time but haven’t reviewed them recently
Want to ensure your family would be supported if something happened
Are thinking about inheritance tax or passing on wealth efficiently
Want reassurance that everything is organised and aligned
Our Approach
At Harold Stephens, we specialise in later life financial planning.
What makes our approach different is that we bring together both financial advice and legal estate planning, so everything can be considered in one place.
This joined-up approach helps ensure your plans are not only in place, but working as intended.
Book early to secure your place - these free seminars tend to get full quickly!
If you have any questions about the events, or prefer to book via phone or email, please don’t hesitate to contact us: 0117 3636 212 / community@haroldstephens.co.uk
Otherwise, feel free to use the booking form below: