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Harold Stephens

Later life financial advice delivered the old-fashioned way.

04/11/2026

We have added two new dates for the upcoming Care Fee Planning talk: 'How would you pay for care?' as it has been so popular!

Just added:

Tuesday 24th November 10.30am - St Peter's Church, Henleaze.
Tuesday 1st December 1pm - Bristol Indoor Bowls Club.

Full details in the link below, contact us to book your place on 0117 3636 212 or email [email protected]

https://www.haroldstephens.co.uk/events/

Join us at upcoming events, drop-in clinics and seminars designed to help you feel more informed, confident and supported when making important financial decisions.

31/10/2026

If you're currently in need of care or just planning to the future, this video covers much of what you need to think about if you are going to be self-funding.

If you have any questions or if you would like to come to a free in-person event where everything will be explained in simple, jargon free terms, please get in touch to book a place: 0117 3636 212 / [email protected]

November 11th - 2pm - 3pm - St Peter's, Henleaze
November 18th - 5pm - 7pm - Lovell Place care home, Patchway
November 25th - 5pm - 6pm - Stoke Lodge, Stoke Bishop

Deciding how to pay for your care as a self-funder, or deciding for...

29/10/2026

Yesterday we covered Attendance Allowance, today it's Carer's Allowance.

This one is means tested and you must spend at least 35 hours a week caring for someone. Here's a guide for you:

Many people do not realise they are a carer. If you are looking after a partner, relative or friend who would find it difficult to cope without your support then you may be entitled to Carer’s Allowance. This guide has been designed to help identify whether you meet the government’s criteria for...

28/10/2026

Some people will be eligible for a non-means tested benefit called Attendance Allowance. If you are over state pension age and need help with personal care or supervision because of a physical or mental health condition, this could be something you could claim.

Find out more here:

If you live in the UK and are caring for someone who has reached state pension age and has a disability, they may be eligible for Attendance Allowance. This is a non-means tested benefit that could add up to £5,644.60 a year to your loved ones bank account. This guide is designed to help you […]

27/10/2026

There is currently talk of being able to use pension savings to purchase an immediate care plan, which could be a great planning tool given the upcoming changes to pensions and inheritance tax!

Now familiar with immediate care plans? Feel free to get in touch to see if it may be an option for care fee planning for you or a loved one.

The Financial Vulnerability Taskforce (FVT) have made important proposals on how Immediate Care Plans could help fund later-life care. This specialist long term care product offers a practical solution for helping people by using their pension savings to secure long term care funding while providing...

26/10/2026

Choosing a care home can be really daunting and many of us have never had to do it before. Here's a quick guide with some tips in case it's helpful.

Selecting a care home is a major decision, requiring time and planning. It typically takes around five weeks to find a home and another two weeks to move in, with popular homes often having waiting lists.Here we summarise the types of care home, key considerations and options for care funding.

22/10/2026

Part five of our guide to self funding care - all about using those Lasting Powers of Attorney when organising care once set up:

If you have any questions, please don't hesitate to get in touch or book on to one of our upcoming seminars - details within:

Using Lasting Power Of Attorney For Care Planning We covered setting up Lasting Powers of Attorney for care planning in the previous article – found here. Once set up, there are considerations around the document will be used. Firstly, it has to be remembered whose money it is. It’s what the own...

22/10/2026

Part five of our guide to self funding care - all about setting up Lasting Powers of Attorney:

If you have any questions, please don't hesitate to get in touch or book on to one of our upcoming seminars - details within:

Setting Up Your Lasting Power of Attorney Correctly For Care Planning Practical Issues When choosing your attorneys for Lasting Power of Attorney (LPA), people will often say, “oh, it’s just a name and address on a form, what could possibly go wrong?” From experience unfortunately, for those L...

22/10/2026

Part four of our guide to self funding care - your options when you are looking at selling the home:

If you have any questions, please don't hesitate to get in touch or book on to one of our upcoming seminars - details within:

A home is often a person’s highest value asset, and so, in our experience, it is most common to have to sell the property in order to cover care costs. If the individual requiring care is considering moving into a care home, their property will be accounted for in the financial assessment and it i...

21/10/2026

Part three of our guide to self funding care - what your options are when you are not selling the home:

If you have any questions, please don't hesitate to get in touch or book on to one of our upcoming seminars - details within:

https://www.haroldstephens.co.uk/blog/guide-to-self-funding-care-when-not-selling-your-home/

Part four coming tomorrow..

Using your home to pay for care A home is often a person’s highest value asset, and so, in our experience, it is most common to have to sell the property in order to cover care costs. If the individual requiring care is considering moving into a care home, their property will be accounted for […...

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Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

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https://www.haroldstephens.co.uk/, https://linktr.ee/haroldstephens

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