What is different about working with Bluebond tax planning?

What is different about Bluebond services and how we work with our clients to ensure they pay no inheritance tax?

Table of contents

We are very much a specialist niche business. One of our sister companies under which we work is also a regulated independent financial adviser. What we essentially do is we develop strategies for inheritance tax planning. We deal with the legal sides so you don’t need to visit lawyers, we deal with the regulated side under a separate company and I am an independent financial adviser. We also deal with the tax side and we introduce clients to specialist tax lawyers for things like family investment companies. We pride ourselves on the fact that no matter what the size of a person’s inheritance tax liability is, we can bring it down to zero. Our services are across the board but only related to inheritance tax. We do not take on clients for any other reason aside from the inheritance tax liability. It doesn’t matter if our clients are 40-year-old or 80 – if they have an inheritance tax problem, we work with them.

Because we only deal with high-net-worth clients, the number of wealthy clients we have is much higher than in an average advisory firm and therefore we have much more insight into those types of clients. This enables us to efficiently help them with managing their financial planning in the long term.

We have a higher level of staffing, too. Because we deal with high-net-worth clients, people’s expectations are generally higher at that level of wealth and their affairs are more complicated. This is the reason why we have more staff per number of clients to make sure they get the best level of service.

Last, but not least, and concerning mostly new potential clients – we charge a very small initial fee and, once we have delivered the advice, our clients are entitled to unlimited number of ongoing meetings until they have understood the advice given and feel comfortable that all their financial needs are met. The point of it is to take the pressure off our clients so they understand everything before they do anything – they don’t feel under pressure to act quickly because their adviser is charging them £300 per hour and every phone call and letter costs additional fees. We have a set low fee and for that we fully advise our clients. Why do we do it? Eight out of ten clients proceed is the honest answer. Once people have gone through their meetings, they see that the advice we give them is good, the fees are very competitive and they feel comfortable in their knowledge and understanding.

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We help people with over £1 million in current assets pay ZERO in UK inheritance tax

One stop comprehensive specialist advice - Tax, financial planning and legal advice service with 18 years experience.

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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