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Advice for trustees of family trust funds
You have been trusted to perform an important role. While your responsibility is significant, it does not need to be difficult. Let us help you with the heavy lifting.
Building generational wealth
Trusts have been used for centuries to protect and grow wealth through the generations, and as a trustee you have been given the responsibility of deciding how that wealth should be deployed. Many trustees of family trust funds are not financial professionals, and their busy lives often make the idea of running a trust fund an unattractive one.
Fortunately, you have the option (and some would argue, the duty) to delegate the hard work of investing and administering the trust fund to a competent and experienced professional. Whatever decisions you face, you can benefit from expert guidance from our team.
Sound investment guidance
If you want or need the assets held in trust to provide solid growth, you need to invest wisely, and we can help you do exactly that. As a Deep Dive client, you have access to favourable terms from some of the country’s leading providers, secured by us on your behalf.
Tax mitigation strategies
As a trustee, you must ensure the trust is properly protected so its beneficiaries can derive maximum value from it, and that means safeguarding against unnecessary taxation. Tax rules are always changing, but our advisers have their fingers on the pulse and years of professional experience to draw on in providing you with the support you need.
Record-keeping support
One of the most important duties of a trustee is to keep track of the corresponding documentation, especially if and when payments are made to beneficiaries. You can get the assistance you require with this from our team, who’ll help you navigate the jargon and complete your tasks diligently and efficiently.
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Introduction call
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Discovery meeting
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Research and Financial Planning report
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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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