Implementing your Bluebond Estate Planning
Moving forward with resolving your inheritance tax problem
How we work with you in our regulated business
How your 1-1 meetings will be conducted
Portal Signing Documents
How to Download Portal Document
How to Upload Portal Documents
How your advice will be delivered in your QA meetings
How the Bluebond client portal works
How to sign your client agreements
Inheritance tax solutions explained in detail - 90 minute webinar
Implementation plan
Why we use online meetings only
Setting expectations for new clients
How to complete your implementation plan
Understanding your personal advice from Bluebond
How to complete your transfer of business documents
Why is Charles leaving Aqua Wealth ?
How are the BB QA meetings conducted
The 5 main solutions to solve most Inheritance tax problems
How to complete your FIC instructions form
How to complete your implementation plan form
How our initial advice process works for new clients
Bluebond advice process overview