Home

 

Financial Planning Financial Advice
Financial planning Small business inheritance tax advice
Is your financial planning aligned with your life strategy? Are you certain you have the most suitable financial plans in place?
Small Business Tax Etate Planning
Inheritance tax advice Estate planning
Will you leave more of your money to the taxman than your children? Will your children keep the money that you leave them if they get divorced?
Avoid Losing Money Pensions Investments What is Life Planning
Lifetime family trusts Life Planning
How will you ensure your money stays in your family bloodline? Do your financial plans align with your personal dreams and goals?

 

What do we do?
We help people mitigate and in many cases eliminate Inheritance tax and ensure their assets remain in their family bloodline after they die using bespoke trust planning. Most of our client have total assets which exceed £800,000 and many have already retired.
We do 3 main things:
  1. Help people to ensure their financial plans align with their life plans
  2. Help people grow, manage and protect their wealth
  3. Help people ensure their assets are passed to their children tax efficiently.

Why should you choose to engage us?

Very simply:
  1. We are fully committed to building long term relationships with you
  2. We make every effort to ensure you get the most suitable advice in the areas we specialise in.
  3. We will always go the extra mile to ensure we deliver you financial peace of mind
  4. Excellent service is our standard practice
New to this site?

This website is aimed at the non regulated parts of advice which are financial planning, tax planning and mainly estate planning and inheritance tax advice. Although Charles who writes this site is a regulated financial adviser in his own right, this site concentrates on non regulated work. For any regulated work Charles will talk to you in that capacity if required but through a seperate firm of regulated independent financial advisers.  Bluebond is a firm of fee based  financial planners, who specialise in helping people who are millionaires with inheritance tax planning and estate planning.

Our clients are usually based in and around Hertfordshire. Where a client lives outside of these area we will recommend the services of another firm of specialist independent financial advisers who we have interviewed and made certain that they understand this complex area well enough.

If you qualify to become a client we offer a FREE financial review.
To help you avoid searching for information that may not be available on this site:

Please read the page entitled Aims of this site.

I look forward to talking to you.

Charles de Lastic

Managing Director

Post to Twitter Post to Facebook Post to LinkedIn Post to MySpace


Our Mission:
Growing happiness and
financial peace of mind
for all our clients and team

Our client aim:
To ensure you never
have to worry about
your money again
Financial Strategy Guides Free Free Financial Strategy Guides.
Bluebond financial planning clients Existing clients.
Contact us for independent financial advice Contact us - 01582 832253
Financial advice from a financial planner Ask the financial expert - Email us.
Guaranteed independent financial advice 100% money back guarantee!