We’re delighted to present a series of three evening talks with Richard Higgs, Independent Financial Adviser and accredited Society of Later Life Advisers (SOLLA) member. These sessions are free to attend and open to all.

Talk 1: Planning for Care Fees
Tuesday 25th November, 6pm – 7pm
stoke lodge, shirehampton rd, stoke bishop, bs9 1bn

Paying for care can be one of the biggest financial challenges later in life. This session will explore:

• Options for funding care

• Protecting your savings and assets

• How good planning can provide security and choice

Talk 2: Savings, Investments, Pensions & Inheritance Tax
Tuesday 3rd February, 6pm – 7pm
stoke lodge, shirehampton rd, stoke bishop, bs9 1bn

In this practical talk, Richard will explain how to make the most of your money later in life. Topics include:

• Making savings and investments work for you

• Understanding pension options in retirement

• Inheritance Tax planning and passing wealth on efficiently

All talks are free to attend, but places are limited.
To book your spot, please contact Amy: 0117 3636 212 / community@haroldstephens.co.uk