Additional Videos

Please use the links below to access Additional Videos.

Implementing your Bluebond Estate Planning

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Moving forward with resolving your inheritance tax problem

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How we work with you in our regulated business

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How your 1-1 meetings will be conducted

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Portal Signing Documents

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How to Download Portal Document

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How to Upload Portal Documents

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How your 1-1 meetings will be conducted

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How your advice will be delivered in your QA meetings

How your advice will be delivered in your QA meetings

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How the Bluebond client portal works

How the Bluebond client portal works

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How to sign your client agreements

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Inheritance tax solutions explained in detail - 90 minute webinar

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Implementation plan

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Why we use online meetings only

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This video explains how our initial advice process works and our approach to dealing with our new potential clients.

Setting expectations for new clients

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How to complete your implementation plan

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Understanding your personal advice from Bluebond

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How to complete your transfer of business documents

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If you have any questions please call Charles on 07773 429030

Why is Charles leaving Aqua Wealth ?

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How are the BB QA meetings conducted

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The 5 main solutions to solve most Inheritance tax problems

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How to complete your FIC instructions form

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How to complete your implementation plan form

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How our initial advice process works for new clients

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Bluebond advice process overview

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