Bluebond Support for New and Existing Clients

We are aware that coronavirus is concerning many people right now and here at Bluebond we would like to provide you with as much support as possible to ease your concerns regarding your current and future finances.

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Bluebond Support for New and Existing Clients

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We are aware that coronavirus is concerning many people right now and here at Bluebond we would like to provide you with as much support as possible to ease your concerns regarding your current and future finances.

We would like to assure you that our support for all new and existing clients is not in any way disrupted. Here are just a few of the steps we have taken to ensure that we take care of each client properly and promptly.

Step one: Dedicated phone line for new and existing clients

We have recently created a separate phone line dedicated to all clients. This allows us to ensure that every call is handled and promptly answered by our senior adviser.

Step two: Email enquiries

We will continue to review and respond to any email enquires in our usual manner (within 24 hours)

Step three: Face to face consultations

In recent years we have moved many of our meetings online.  We are set up well in this area, meaning that we can continue to work on your cases without the need for any face to face contact giving you peace of mind considering the current situation.

Step four: Contracts and documents

We handle all of our contracts and documents electronically unless our clients ask us to provide with paper documents. All information held by Bluebond Tax Planning is stored on encrypted computers or servers or at a secure physical location. Also, we have internal policies and controls in place to minimise the risk of your data being lost, misused, accidentally destroyed or disclosed.  

if you have any questions or require additional support with protecting your assets, we are ready to help you.

On behalf of our team, we wish you stay safe and healthy.

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What our clients say
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"It is gratifying to finally come across an adviser who gives sensible ongoing advice which is very client focused."

Frank Hibberd

Retired gentleman

"It is nice to know that we can now be certain that our daughter will inherit our money without giving a large slice of it to the government ."

Tony & Sue Perriss

"Everyone's situation is different but having an initial discussion with Charles has really helped me personally navigate what can be a daunting subject."

Bobby Chadda

"I particularly want to thank you for the open and transparent manner in which you have serviced my tax planning needs since I first met you seven or so years ago. In arranging my tax planning through you, I have confidence"

Michael Mahon

Retired gentleman

"Charles was really helpful from the outset and quickly clarified our situation for us... I have used Bluebond for  IHT and other tax advice and they have been very helpful with both. Charles is a very experienced and knowledgeable individual and I highly recommend Bluebond's services."

Sam Attenborough

Retired gentleman

I have used Bluebond for setting up a discretionary trust for my children as well as inheritance tax and estate planning for my home and  other properties. Having searched for years, it was only after meeting and speaking with Charles that I felt confident enough to take these next steps, and I'm very glad I did. His ability to explain complex issues in simple terms and walk you through every step of the process is quite simply unparalleled.

Imran Qureshi

Excellent and comprehensive advice concerning all things financial in one place. Enthusiastic, Educational, Expert, value oriented, Professional and Polite are adjectives that come to mind as well as great attention to detail.

Deirdre Buckley

Inheritance tax is a minefield. Charles de Lastic of Bluebond Tax Planning is the best in the business at helping you to chart the path that is right for you to ensure your estate is structured in the most tax efficient manner.

Nicholas Dickinson

Charles provides clients with valuable insights that clearly demonstrate expertise built over the years. Charles and his team guided us through a estate planning journey and then addressing complex Inheritance Tax matters. They have been very transparent with their advice and cost. Overall an excellent service. Highly recommended

Shailesh Karia

The information contained in this web site is for UK consumers only.  Like most firms of solicitors and accountants, Bluebond Tax Planning is not regulated by the FCA. The content of this website does not constitute FCA regulated financial advice and all content is provided for general information purposes only. Bluebond is not responsible for any action you may take as a result of information on this site. All advice will be delivered on a personal basis once we fully understand your situation and our client agreements have been signed.

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