Harold Stephens

Harold Stephens Later life financial advice delivered the old-fashioned way.

Most people have done something when it comes to estate planning.A Will may be in place. Lasting Powers of Attorney (LPA...
28/05/2026

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.

Book your place today by callin g

https://www.haroldstephens.co.uk/join-the-dots-estate-planning-events or emailing [email protected]

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.

What happens to jointly held assets when you pass away?If it's about time you reviewed your estate plan, get in touch fo...
27/05/2026

What happens to jointly held assets when you pass away?

If it's about time you reviewed your estate plan, get in touch for a complimentary intial chat about your situation to make sure you don't have any gaps!

Call 0117 3636 212 or email [email protected]

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So, what is 'intestacy?'If someone dies without making a Will, they are said to have died 'intestate'.Find out more abou...
26/05/2026

So, what is 'intestacy?'

If someone dies without making a Will, they are said to have died 'intestate'.

Find out more about what that means here:

When an individual dies without making a Will, they are described as having died intestate, which means that their assets and belongings (estate) will be distributed according to the rules of intestacy. If you die intestate leaving no surviving spouse or civil partner, your estate will be distribute

Did you know that 49% of adults don't have a valid Will in place?Do you know what happens if you pass away without a Wil...
26/05/2026

Did you know that 49% of adults don't have a valid Will in place?

Do you know what happens if you pass away without a Will? We'll follow up with the rules of intestacy later today!

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Do you know what happens if you pass away without a Will in place?Don't delay getting organised. Get in touch today to find out how to get started.Call 0117 ...

Did you know it's possible to organise your Will via a financial adviser? There are many benefits to an independent advi...
25/05/2026

Did you know it's possible to organise your Will via a financial adviser? There are many benefits to an independent adviser taking a broad look at your circumstances as part of your estate planning.

https://www.haroldstephens.co.uk/blog/why-use-a-financial-adviser-to-write-your-will

Your Will determines exactly what you would like to happen to your estate when you die, and how assets such as your personal possessions, property, savings and investments are distributed. Working with an independent financial adviser (IFA) to write your Will can provide you with confidence that the

Remember you can only arrange Lasting Powers of Attorney (LPAs) when you still have capacity. If capacity is lost, the p...
25/05/2026

Remember you can only arrange Lasting Powers of Attorney (LPAs) when you still have capacity. If capacity is lost, the process is much longer, costly and stressful for loved ones.

If you would like to know more about organising LPAs and how these important legal documents interact with financial planning, get in touch to book a place at one of our free seminars coming up in June and July.

https://www.haroldstephens.co.uk/join-the-dots-estate-planning-events

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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.

If you have organised your Lasting Powers of Attorney, or if you're thinking of doing so, do you know what happens if yo...
24/05/2026

If you have organised your Lasting Powers of Attorney, or if you're thinking of doing so, do you know what happens if your chosen attorney can no longer act for you?

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Are you a carer for a parent?If you are a carer for one or both parents, please consider organising Lasting Powers of At...
24/05/2026

Are you a carer for a parent?

If you are a carer for one or both parents, please consider organising Lasting Powers of Attorney (LPAs) if they still have capacity.

We recommend including a Letter of Wishes with the LPA to outline all preferences, especially when considering care options.

We can help advise you as an attorney when needed on all aspects of paying for care, savings & investments, pension decisions etc.
Although it may be daunting, you aren't on your own - we can help.

Call 0117 3636 212 or email [email protected] for a relaxed chat about your circumstances.

If you are a carer for one or both parents, please consider organising lasting powers of attorney if they still have capacity.We recommend including a Letter...

Whether you are appointing an attorney or acting as one, are you confident you know what the role entails?If you are act...
23/05/2026

Whether you are appointing an attorney or acting as one, are you confident you know what the role entails?

If you are acting as an attorney or thinking about organising your Lasting Powers of Attorney, come along to one of our free estate planning seminars to get clarity over the role, and what you can do to prepare someone taking this on.

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

Call 0117 3636 212 or email [email protected] to book your place.

Registering a power of attorney before capacity is lost is extremely important. Although a common request amongst family members, few people discuss the potential risks of agreeing to be someone’s attorney. Of course, it is understandable to want to take the pressure from a loved one but you shoul...

Do you know the difference between making decisions 'jointly' and 'jointly and severally' when it comes to how your atto...
23/05/2026

Do you know the difference between making decisions 'jointly' and 'jointly and severally' when it comes to how your attorneys will act on your behalf?

If you have more than one attorney, you will need to specify how you would like them to make decisions. Find out more here.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

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BS93DZ

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Thursday 9am - 5pm
Friday 9am - 5pm

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