There are plenty of good reasons to think about leaving a gift to charity in your plans. Not only does it support a great cause, but it can also help ease the burden of inheritance tax.
Without some thoughtful planning, you might end up giving away more of your estate than you'd like.
Find out more here.
Read MoreOn Wednesday 13th September, 28 people gathered to take part in our annual Charity Lawn Bowls Afternoon to raise money for St Peter’s Hospice.
We were thrilled to raise £257 for St Peter’s Hospice on the day and would like to thank everyone for their generosity!
The money is going to a fantastic cause and will enable the Hospice to continue their vital work both at the Hospice and within the community.
Read MoreInheritance Tax can impact the assets passed on to loved ones, currently taxed at 40% above certain thresholds. However, strategies like legacy giving can reduce inheritance tax. Legacy giving involves allocating a portion of assets to a charitable cause in your Will, reducing IHT from 40% to 36% when donating at least 10% of your estate to charity. Find out more about your allowances and how legacy giving could become part of your estate plan.
Read MoreOne of the benefits of being part of the 1987 Foundation is the annual 'get-together'. This month, we were delighted to sponsor a tour around the University of Bristol Botanic Garden followed by a cream tea for the supporters of BRACE. As a fairly new Trustee, Richard was thrilled to meet so many long-term supporters of the charity.
Discover how charitable giving provides an opportunity to make a positive impact on society while potentially benefiting your loved ones by reducing the tax burden on your estate.
Read MoreWe are delighted to announce Richard Higgs has joined the Board of Trustees for Bristol charity, BRACE Dementia Research. BRACE funds world class clinical and laboratory research into Alzheimer's and other forms of dementia to find better treatments, achieve earlier diagnosis and one day, a cure.
Richard becomes the twelfth member of the Board which is made up of a mix of financial, legal, business and medical experts. The Trustees are responsible for the good governance and strategic direction of the charity.
Richard is hoping his extensive experience in finance and marketing will further strengthen the Board and help the charity achieve its aims.
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An update on what BRACE Alzheimer's Research charity have been working on this autumn. We loved attending the Together 4 Dementia Conference and can't wait to attend more BRACE events!
We are passionate about helping people living with dementia and their families. If you need help with financial planning, be assured we have extensive experience and the training required to give you clarity and confidence to make the right decisions for your circumstances.
We are all Dementia Friends and also recently won a national award for helping clients in vulnerable circumstances. For a relaxed, no obligation chat, please don't hesitate to give SOLLA Accredited adviser Richard Higgs a call on 0117 3636 212 or email office@haroldstephens.co.uk
Read MoreDid you know you can reduce your inheritance tax rate from 40% to 36% through charitable gifting in your Will? This could result in a significant reduction to any large inheritance tax bill. Watch to find out more.
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