Tue, 23 Jun 2026, 10:00 – Tue, 7 Jul 2026, 16:00
Making decisions about your estate isn’t always easy, but having the right information can make all the difference. Our free estate planning seminars are designed to give you clarity, confidence, and practical next steps - whether you’re just starting to think about your affairs or reviewing existing plans.
Join us for one of our relaxed, informative sessions where we’ll guide you through the key aspects of joined up estate planning & financial advice in a straightforward, jargon-free way.
What we’ll cover
During the seminar, we’ll explore the essential elements of estate planning, including:
- Wills and ensuring your wishes are carried out
Why having an up-to-date Will matters and what can happen if you don’t have one in place. - Lasting Powers of Attorney (LPAs)
How LPAs work, why they are so important, and how they can protect you and your family if you lose capacity. - Trusts and protecting family wealth
When trusts might be appropriate and how they can be used effectively. - Inheritance Tax (IHT)
How effective estate planning can impact IHT liability.
Upcoming dates
Tuesday 30th June - 6pm- 7pm - Stoke Lodge, Shirehampton Road, Stoke Bishop BS9 1BN
Wednesday 1st July - 2.30pm - 3.30pm - St Peter's Church, The Drive, Henleaze BS9 4LD
Tuesday 7th July - 10am - 11am - Henleaze Bowls Club, 28 Grange Ct Rd, Henleaze, Bristol BS9 4DR
Book your place
Booking is essential to secure your place. Call 0117 3636 212 or email community@haroldstephens.co.uk
