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Investment planning and tax mitigation
Shielding your investment from unnecessary tax and costs will help your family achieve even greater prosperity.
Growing your wealth
Your family’s future wealth will be determined by your wise choices today. We are here to help you carefully consider your priorities such as risk, volatility, cost and sustainability.
We offer independent advice on all investments including those to reduce or eliminate the inheritance tax that may be payable on your death.
We negotiate with investment providers on your behalf to secure exclusive reductions to their charges whenever possible.
Evidence based investing
We offer exclusive access to ultra-efficient portfolios based on three decades of academic research conducted by Nobel prize-winning economists. We offer independent advice on all investments, funds and wrappers.
Specialist investments
Many specialist investment providers only offer access through a regulated financial adviser. Some allow direct investment but charge higher fees to direct customers. At Deep Dive, our relationships with providers allow us to negotiate market leading terms for you.
Tax
Inheritance tax mitigation is a particular specialty as well as the more immediate taxes such as income tax and capital gains tax. We will not engage in controversial or unproven planning techniques or recommend any tax avoidance schemes.
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Introduction call
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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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