Bluebond Estate Planning
Bluebond Inheritance Tax Planning
Bluebond Property Tax Planning


What can we do for you?
Save your family thousands of pounds by legally avoiding Inheritance tax
We can help you mitigate and in many cases eliminate your Inheritance tax and help ensure your assets remain in your family bloodline after you die using bespoke trusts and investment planning.
You are likely to be a suitable client if your current total assets (including the value of your home) exceeds £800,000.
Our fees are fixed and so the higher the value of your estate the more cost effective our advice is for you and your family. We welcome your children to sit in on our meetings with you but we put your lifestyle needs first – We are very careful to ensure that nothing we do will compromise your lifestyle purely to save your children tax.
We do 3 main things for you:
  1. Help you to ensure your financial plans align with your life plans
  2. Help you grow, manage and protect your wealth from inheritance tax
  3. Help you ensure your assets are passed to your 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

You could spend hours trawling the internet for ideas or simply call us on 01582 447069 to get quick answers on how you can avoid inheritance tax

New to this site?

This website is aimed at people who need help to avoid Inheritance tax. We cover financial planning, tax planning and mainly estate planning and inheritance tax advice. All of these areas of advice are not regulated by the FCA and nothing on this site should be regarded as individual financial advice. Charles who writes this site is a regulated financial adviser (working through a separate company) in his own right who has specialised in helping people save inheritance tax for over 17 years .  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 London, Hertfordshire, Middlesex, Bedfordshire, Surrey and Essex. Where a client lives outside of these areas we will sometimes 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.
For some reason many people spend hours researching this complex subject when a simple phone call to an expert would be more effective. A small error in the planning can have large financial consequences – don’t take the risk and simply call us to check.
We are specialists so 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

PS. If you are a financial adviser wishing to learn how to advise your clients in depth in this area and wish to improve your knowledge of trust planning or you have a case you would like some help on – please call us

Get Connected!
Facebook     Twitter