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Lifetime planning
The earlier you begin thinking about how you would like your family to benefit from your wealth, the better the outcome will be.
Protecting what you have built
Your estate planning journey involves starting with the end in mind, and though no one can predict when that might come, preparing early is always wise. With our help, you can begin considering what legacy you will leave while there’s still time to grow or protect your wealth.
Deep Dive specialises in later-life planning, with gold-standard qualifications from some of the country’s leading awarding bodies. You’ll get the in-depth guidance you need from professionals who really care about your success, delivered without jargon or unnecessary complications.
Placing assets into trust
Placing assets into a trust during your lifetime is an option that has existed for centuries and remains one of the most popular strategies among our clients. Effective planning with trusts can shield your wealth from unnecessary tax and provide protection from other threats to your family wealth.
Gifting to loved ones
Providing financial support to your family during your lifetime can have powerful tax benefits for your estate, as well as the satisfaction of enriching the lives of your loved ones. We can help you navigate the numerous rules, reliefs and exemptions.
Powers of attorney
If you have been given power of attorney for a loved one, you can enlist our help in fulfilling your commitment to look after their needs. If you wish to arrange a power of attorney to allow a loved one to do the same for you, we can offer advice and support.
Mike and Eve
Clients since 2010
Peter understands that totally, goes along with it, and advises knowing how we both feel, and he's been great.
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Nicholas
Client since 2013
He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.
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Jamie Kyte, Chartered Financial Planner
You're going to be dealing with someone who's been doing this day in, day out...
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Andrew and Fiona
Clients since 2013
Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.
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Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
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Tom
Client since 2013
I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.
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