Book a no-obligation call with Matt Oates to understand how Inheritance Tax could affect your estate, and whether professional planning could make a meaningful difference for your family.
Matt is a Senior Partner at Deep Dive, whose role in this call is simply to help you understand your options.
In 20 minutes, we'll help you understand your situation and whether specialist advice could benefit you, with no pressure to take things further.
Matt will ask a few straightforward questions about your situation to get a clear picture of where you stand with IHT.
You'll hear about the next steps that may be relevant to your circumstances.
At the end, you'll know whether a fuller paid engagement makes sense. If it doesn't, Matt will tell you honestly. There's no obligation, ever.
The freezing of IHT thresholds until 2030, combined with rising property values, means more estates face a tax bill they were never expecting. The right planning, put in place early, can make a significant difference.
Peter understands that totally, goes along with it, and advises knowing how we both feel- he's been great.
He's been the adviser for my grandfather, then my parents and me and my brothers as well. It's been a long time.
Peter was very knowledgeable and professional in setting up our trusts, deed of variations and estate planning. I would highly recommend.