Harold Stephens

Age UK’s latest report, “You are not alone in feeling lonely”, highlights the urgent need to address loneliness among older people. Their data analysis reveals that 1 in 14 people aged 65+, equivalent to 940,000 individuals, experience loneliness regularly in the UK. Loneliness is a deeply personal experience, with serious consequences for both mental and physical health. Older people face unique risk factors, such as bereavement, reduced mobility, and social isolation, making it essential to understand loneliness within its broader context. The report outlines practical, evidence-based steps to tackle loneliness, demonstrating that while the issue is complex, progress is achievable. However, it’s clear that no single sector can solve this alone. Age UK calls for a ‘whole system’ response, urging collaboration across health, social care, public health, local government, and businesses to better address the loneliness challenge. We couldn’t agree more. Tackling loneliness requires collective action, and it’s only by working together that we can amplify our impact and create a more connected society. Read the full report here 👉 https://lnkd.in/emPKgRW7 Let’s make real change happen together. #ImpactAlliance #EndLoneliness #SocialImpact #Loneliness #TogetherForChange

Congratulations to all new SOLLA Accredited advisers, but especially to our own James Kenward! If you are looking for later life financial planning in Bristol, this is our specialism. Please don't hesitate to get in touch to see how we might be able to assist with your situation - retirement, inheritance tax, estate planning, investments and savings - we're here to help.

Labour's first budget has had a major impact on inheritance tax plans. Do you know how business relief has changed?

If you are concerned about how the recent budget impacts your financial planning, why not join us for a free seminar? Changes to pensions and inheritance tax mean it is perhaps time to review your situtation. Book now to secure your place:

Some positive news from the budget - Unpaid carers can soon earn an extra £45 per week before losnig their entitlement to carers allowance. #budget2024 #carers #financialplanning

The 2024 Budget announced that from 2027/28, pension funds will count towards an estate's value for inheritance tax (IHT). This change raises questions for those using pensions as IHT-free transfers for future generations. What planning options remain?

We are hiring! If you are looking for a financial administration role - or know someone else that might be - check out our current vacancy. Harold Stephens is an IFA based on the High Street in Westbury on Trym, Bristol. We're a small, friendly team and we specialise in helping local retirees with financial planning. There are lots of opportunities to get involved in the work we do in the community, exam support etc - and it's a really lovely collaborative environment to work in. If you have any questions, please don't hesitate to get in touch! https://lnkd.in/e7quuwE

We are thrilled to share some exciting news: Harold Stephens has been shortlisted for not one but two categories at the Professional Adviser Awards 2025! We’re finalists for Best Adviser Firm for Vulnerable Client Care and Adviser Firm of the Year – South West & Wales. https://lnkd.in/eCGfWyn5

The October 2024 Budget introduced significant updates to financial rules that may affect your retirement plans and how you pass on your estate. Join us for a free seminar to find out what you can do now to plan for these changes.

We were thrilled to be invited to the launch of Impact Alliance yesterday. It's so great to see so many local organisations sharing our passion to reduce loneliness and we can't wait to work together on this mission. We can make loneliness a stranger!