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Lifetime and deathtime assistance
Take the first step towards protecting your wealth for the benefit of future generations of your family, with our expert help.
A prosperous future
We plan for decades, not years. You can put plans in place to ensure that your loved ones are taken care of after your death or incapacity.
You can imagine how much comfort a bereaved family member derives in a time of crisis from knowing the financial side of things has been sorted. If you have left clear instructions to your loved ones that tell them what you would have wanted, it allows them to fulfil those wishes with clarity and confidence.
The Deep Dive approach to lifetime and deathtime planning is to take the pressure from you and use our many years of experience to help you find the best solutions. You’ll receive jargon-free guidance founded on established principles and designed to deliver lasting prosperity.
Lifetime planning
We use cutting edge technology to devise your ideal strategy for using your wealth during your lifetime, which could involve spending or gifting. Passing on wealth, property, or other assets to loved ones as gifts gives you the pleasure of seeing them enjoy your generosity while you’re still around to do so, as well as having potentially powerful tax advantages.
Deathtime planning
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.
Post death planning
After the death of a partner, spouse or parent, many of us will find ourselves struggling to cope with the complexity of dealing with their affairs. It’s easy to make a simple but costly mistake in this area while grieving and we are here to provide support and reassurance for your family.
If the deceased was a client of Deep Dive, we will be able to counsel you on the wishes they expressed to us during their lifetime so you can confidently carry on their legacy.
01
Introduction call
02
Discovery meeting
03
Research and Financial Planning report
04
Implementation
05
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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