Skip to content “Advising families on legacy is a profound responsibility. By bringing our tax specialists and employed solicitors together with our independent regulated wealth planning partners in one coordinated approach, we make sure the wealth you have built becomes a lasting foundation for those you love.”
Grow & Protect Your Wealth.
Secure Your Legacy
© 2026 Bluebond Tax Planning Ltd. All rights reserved. Registered in England and Wales No. 12365936. Registered office: 6 Willow Close, Reed, Royston, England, SG8 8BA.
The official ICO registration number for Bluebond Tax Planning Ltd is ZA838793.
Vidhi is a Senior Legal Counsel at Bluebond and a qualified Company Secretary with over a decade of experience across corporate legal, governance and regulatory matters. She specialises in mergers and acquisitions, corporate restructuring, corporate governance and cross-border compliance, with extensive experience spanning the UK, India and international jurisdictions.
As part of Bluebond’s Tax Solutions team, Vidhi supports clients on UK corporate and legal matters, including company formation and structuring, Companies House requirements, shareholder arrangements, corporate governance and ongoing statutory compliance. Her experience across UK and Indian legal and regulatory frameworks enables her to navigate complex cross-border structures and provide practical, commercially focused solutions in support of clients’ tax and structuring objectives.
With particular expertise in mergers and acquisitions and corporate structuring, Vidhi brings a meticulous and commercially minded approach to complex legal and regulatory matters, helping clients establish and maintain robust and compliant corporate structures.
Helen brings an international perspective to the art market, shaped by academic expertise in Art History and Fine and Decorative Art & Design, as well as solid experience in client relations, sales, operations, and strategic project management.
Holding a Master’s degree from Sotheby’s Institute of Art, she has worked within the gallery sector, represented artists at leading international art fairs, and collaborated closely with creative organisations. Her experience with high-value works, private collectors, and complex projects has shaped a precise, discreet, and strategically driven approach.
Helen develops long-term relationships built on trust, integrity, and a nuanced understanding of each client’s individual needs.
We provide education, strategy and implementation for estate and inheritance tax planning.
What this means for wills, trusts and estate planning:
Will writing, trust creation and estate planning are not reserved legal activities under the Legal Services Act 2007. They are not restricted to solicitors, and they do not require SRA authorisation. In practice this means anyone in the UK can offer these services, including providers with no legal qualification and no professional regulator.
We choose to have this work carried out by qualified solicitors. Although the SRA does not regulate the activity itself, our solicitors remain personally bound by SRA standards in everything they do for you, including your will, your trusts and your estate planning.
Is Bluebond regulated by the Financial Conduct Authority?
Tax planning, accountancy and legal work are not FCA-regulated activities. The FCA will not grant regulated permissions to any company doing non regulated activities. This is why nearly all law firms, tax advisers and accountants are not FCA regulated. For the same reasons Bluebond is also not FCA regulated.
If your circumstances call for FCA-regulated advice, for example on investments, pensions or insurance products, we refer you to our partner firm of independent financial advisers, Silverwise Limited Trading as Silverwise Retirement Planning who are authorised and regulated by the FCA as part of the In- Partnership Network.
For UK consumers only. Bluebond operates under UK legal and tax frameworks and follows recognized professional conduct standards. Information on this site is general and not personal advice. Personal recommendations are provided after a full review and a signed client agreement. Bluebond provides educational, strategic guidance and implementation of estate and inheritance tax planning only — should any FCA-regulated advice be required, you’ll be referred to our dedicated partner independent financial adviser company. Results referenced on this site are based on Bluebond’s outcomes for clients who fully implement the recommended IHT planning; individual results vary depending on personal circumstances, estate structure, and willingness to implement. This site is for information only and does not constitute personal advice.
Marco combines strategic thinking with genuine care to help clients achieve long-term financial security. With 15+ years leading business development and client relationships in dynamic environments, he brings a results-driven yet deeply personal approach to wealth planning. Marco listens first, identifies opportunities others miss, and builds bespoke solutions that grow and protect your legacy. His clear communication and problem-solving mindset mean you’ll always understand your options and feel empowered in your decisions.
As an experienced Private Client and Fiduciary Practitioner, I assist individuals and families in protecting their legacy through estate planning, estate administration, and trust management. With a strong foundation in Wills, Trusts, Powers of Attorney, and guardianship, complemented by substantial experience in family law, civil litigation, Labour law and drafting of legal contracts. I guide clients through complex legal processes with clarity, confidence, and compassion.
Committed to integrity and exceptional client care, I bring a calm, detail-focused approach to emotionally sensitive circumstances and financial complexity. Whether preparing a straightforward Will or assisting with the administration of multi-generational or high-value estates, my focus is on delivering peace of mind, legal certainty, and practical solutions at every stage
Dave Morrissey is a senior technology and innovation specialist with over 25 years’ experience helping organisations use technology to support strong governance, efficient operations, and long-term value, particularly in regulated environments. His background includes leading the development of CRM systems, secure client portals, and core digital platforms for a global organisation.
At Bluebond, Dave ensures that technology works quietly and reliably behind the scenes to support clients, advisers, and the long-term strength of the business.
Marina brings a wealth of experience in team leadership, client relationship management, and operational efficiency, developed through several years in management roles within fast-paced service environments. Prior to joining Bluebond, she served as an Assistant Restaurant Manager and Management Trainee, where she specialised in building lasting client relationships and streamlining internal processes. Since joining Bluebond in 2024, Marina has played a key role in supporting the strategic planning and smooth day-to-day operation of the team. She is dedicated to enhancing both internal workflows and external client engagement, ensuring that our clients consistently receive a high standard of service and communication.
Sai has over six years of experience supporting international operations, with a strong focus on client relationship management and administrative services. At Bluebond, she plays a key role in ensuring smooth communication with clients, efficient scheduling, and precise handling of administrative tasks. With a background in working across markets in the UK, USA, and Australia, Sai is known for her organized approach, attention to detail, and ability to build trusted relationships. Her calm, client-first attitude and commitment to excellence make her a valuable part of the team.
Ashwini joined us in January 2022 to work as a full time administrator.
She is a detail oriented financial services person who has worked in this field for many years.
She has proven experience working in client support, relationship management and administration roles within the financial service industry.
She assists the team with many important elements of the administration process to ensure clients planning is carried out as effectively as possible to help clients achieve their goals & objectives.
Asya is a dedicated and highly organized administrative professional, bringing over 15 years of experience in customer service, office coordination, and executive support. With a strong background in managing operations, handling complex schedules, and streamlining internal communications, she plays an essential part in keeping daily workflows efficient. Known for her attention to detail, time management, and interpersonal skills, Asya is committed to supporting both clients and colleagues with professionalism and care.
Dimitar started his academic journey at the esteemed “Ivan Vazov” Language High School, where his love for languages and cultures took root. Drawn to the Nordic world, he initially pursued Scandinavian Studies at “St. Kliment Ohridski” university but later his interests brought him to psychology, earning him a bachelor’s degree in the field.
After graduating, Dimitar entered the fast-paced online gambling industry as a Due Diligence and AML expert. Here, he navigated the complex world of compliance and risk management, ensuring fair play and transparency in an ever-evolving landscape.
Beyond his professional journey, Dimitar has a lifelong passion for computers and technology. To deepen his knowledge, he completed several Harvard computer science courses. These courses gave him hands-on experience in programming, databases, and problem-solving, adding a technical edge to his skill set.
Dimitar lives and works in Plovdiv, Bulgaria.
With over 12 years of experience as a digital technologist and marketing strategist, Sam leads Bluebond’s digital transformation initiatives as Head of Digital. Since joining the firm over four years ago, he has played a key role in managing the company’s entire digital infrastructure — from digital asset management to campaign execution.
Adept at crafting revenue-driven strategies and orchestrating end-to-end digital marketing campaigns, Sam combines analytical rigor with creative innovation. He collaborates closely with Bluebond’s operations and marketing teams to enhance visibility, streamline performance, and improve client experience.
Beyond work, Sam is a passionate adventure traveler and an unapologetic cat enthusiast, often found planning his next trekking route or sharing space with his feline companions.
Ankita brings precision and international expertise to your financial record-keeping. As a Chartered Accountant with advanced QuickBooks certification and 6+ years managing accounts across the UK, US, Canada, and Singapore, she ensures your books are accurate, compliant, and audit-ready. Her meticulous approach to maintaining financial records and preparing year-end accounts means you can trust the numbers behind your wealth—giving you a solid foundation for confident tax planning and strategic decision-making.
Rizwan brings meticulous accuracy and well-rounded financial insight to every client matter. With 16+ years in UK taxation, accounting, and compliance, plus an MBA and law degree, he provides the reliable precision your tax returns, company accounts, and HMRC dealings require. His dual legal-financial perspective ensures your filings are not just compliant, but strategically sound—giving you confidence that your financial affairs are handled transparently, accurately, and with genuine care for your business and personal needs.
Shaff ensures your tax strategy works as one cohesive plan, not competing priorities. As a Chartered Accountant specialising in integrated tax planning, he prevents the costly mistake of saving on one tax while inadvertently increasing another. His holistic approach across personal, business, and inheritance tax means your long-term wealth preservation is optimised legally and strategically. Shaff’s clarity and dedication to helping clients truly understand their taxes transforms complexity into confidence and measurable savings.
Paul solves the unusual tax problems that keep you awake at night. As a Chartered Tax Adviser with 20+ years’ ACCA-qualified experience across multiple industries, he combines deep technical knowledge with proactive strategic thinking. Whether you’re facing an unexpected HMRC challenge or need forward-thinking tax advice to protect your estate, Paul distills complexity into clear, actionable solutions—giving you confidence that even the most intricate tax matters are handled with precision and care.
Emanuela transforms legal complexity into practical solutions that align with your objectives. With over a decade across enforcement, litigation, regulatory licensing, and commercial contracts, she brings strategic legal thinking backed by strong project management skills. Her ability to navigate complex frameworks and translate them into efficient, business-aligned outcomes means you receive legal advice that’s not just technically sound, but practically useful—helping you move forward with clarity and confidence in your planning.
Rumyana is a Wills and Estate Planning Solicitor regulated by the Solicitors Regulation Authority (SRA) in England and Wales. She is an Affiliate Member of the Society of Trust and Estate Practitioners (STEP) and a Member of The Society of Will Writers. With experience in private client law at a Quality Solicitors firm and knowledge of both UK and European legal systems, Rumyana specialises in wills, trusts and estate planning. She is known for her meticulous attention to detail, approachable manner and commitment to ensuring every client’s legal documents are prepared accurately and efficiently.
Colm is a Chartered paraplanner with over a decade of global financial planning experience spanning the UK, Europe, and international regulatory environments. Having worked in both paraplanning and compliance functions for some of the UK’s largest advisory firms in the City of London, he brings unmatched expertise in report writing, investment analysis, and regulatory oversight across the full breadth of UK financial planning. His deep understanding of multiple European regulatory frameworks ensures your cross-border wealth strategies are compliant, efficient, and strategically sound—giving internationally connected clients confidence their planning works seamlessly across jurisdictions.
Andre combines rigorous academic training—BSc Economics, MSc Data Analysis & Finance (distinction), and CISI Level 4 qualifications—with international experience at leading investment banks to deliver sophisticated yet understandable wealth strategies. His specialisation in emerging markets and global investment strategies, backed by published research on monetary policy, means he brings analytical depth that few advisers possess. Andre simplifies complex financial concepts into clear, actionable guidance, designing bespoke investment solutions that preserve and grow your wealth with forward-thinking precision tailored to high-net-worth needs.
Ash brings the discipline of 13 years as a British Army medic—where he advised senior leaders on operational risk—to the precision required in wealth protection. With a First-Class BA in Business Management and a proven track record navigating complex environments, he applies meticulous attention to detail and high professional standards to every client engagement. Ash’s strength lies in creating clear, tailored financial strategies that guide you confidently through complex decisions, protecting your assets and supporting your long-term goals with disciplined analysis and genuinely approachable advice.
Marco combines strategic thinking with genuine care to help clients achieve long-term financial security. With 15+ years leading business development and client relationships in dynamic environments, he brings a results-driven yet deeply personal approach to wealth planning. Marco listens first, identifies opportunities others miss, and builds bespoke solutions that grow and protect your legacy. His clear communication and problem-solving mindset mean you’ll always understand your options and feel empowered in your decisions.
Joe is a dedicated Estate inheritance tax planning professional, Since 2018 to 2024, he used to specialise in cross-border wealth management, guiding clients through the complexities of international financial planning with confidence and clarity.
With a keen eye for detail and a talent for simplifying the intricacies of inheritance tax, Joe draws on his deep expertise in UK financial systems to deliver comprehensive, personalized strategies. He is known for providing tailored solutions that help secure, grow, and protect his clients’ wealth ensuring their financial legacies are optimized.
Ava brings deep dual expertise in both law and taxation, giving clients strategic advantage when navigating complex UK and offshore inheritance structures. As a Full Member of the Society of Trusts and Estate Planning (STEP) and ADIT holder with 10+ years’ experience, she specialises in designing bespoke solutions using trusts, corporate vehicles, and cross-border arrangements. Her clarity in explaining intricate legal frameworks means you understand not just what’s being done, but why it protects your family’s future with precision and confidence.
Michael transforms client experience from concept to reality. With 20+ years leading multi-disciplinary teams through complex transformations across financial services and international operations, he translates Bluebond’s commitment to client focus into measurable outcomes you’ll actually feel. His direct, data-driven approach eliminates bureaucracy and ensures every touchpoint delivers efficiency, clarity, and confidence—so your experience is seamless, responsive, and genuinely built around your needs.
