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Advice for those given Power of Attorney
If someone has granted you Power of Attorney over their affairs in the event they lose mental capacity, you can get help with your responsibilities from us.
A great responsibility
It’s always a challenging situation when someone no longer has the mental capacity to make decisions for themselves, which is why Power of Attorney is so important. Over the years our experts have helped dozens of people carry out their duties with confidence and success. We’re here, if you need us, to do the same for you.
The Deep Dive approach is focused on family, so you’ll begin by discussing the circumstances and long-term decisions that need to be made with your dedicated adviser. At every stage, you’ll be given clear, positive direction from us, so you can rest easy knowing that you’re acting in everyone’s best interest.
Understanding your role
You may never have been granted Power of Attorney over someone before, and there’s only so much you can learn about the responsibilities from the internet. Our longstanding experience of your situation, coupled with our hands-on approach, means we can give you clarity about your duties and ensure you see them through correctly.
Managing money and investments
Part of having Power of Attorney is ensuring the family’s wealth is kept safe and used wisely, which means making sage financial decisions. As our client, you can take advantage of our independent status and strong connections with third-party providers to protect and grow your donor’s money to meet agreed goals.
Spending money on gifts
Gifting assets to loved ones can be what your donor would have wanted, but there are rules to consider. Our experts will help you understand the ramifications of gifting and when it might be appropriate, and guide you through the process with straightforward, jargon-free instructions.
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Introduction call
02
Discovery meeting
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Research and Financial Planning report
04
Implementation
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Ongoing service
Mike and Eve
Clients since 2010
Working with Deep Dive, reliable is the word that comes to mind.
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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
Pete’s used to doing this and creating plans for people so that they know how to reduce their inheritance tax, but also ensure that they’ve got enough money no matter what.
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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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