Why Choose Bluebond?
The main reasons to choose Bluebond are:
We offer a comprehensive service:
Most of the time, you would have to see a solicitor to deal with the legal aspects of inheritance tax; you may need to see a regulated independent financial adviser to deal with life insurance or investments into a trust; and a specialist advisor, for corporate entities like partnerships, limited liability partnerships, family investment companies and other structures.
What we do and what makes Bluebond unique, is that we bring all three services together:
the legal side, the independent financial advice,(done through a separate, regulated company), and Bluebond Tax Solutions, which deals with the tax planning needs of our clients.
We charge a relatively low fee:
We start at a very low fee because we believe that to start the process, and before people implement the proposed planning, you should have a very good understanding of what it is this planning consists of.
We do not tend to give simple advice; we give comprehensive advice, tailored to the needs of our clients, because it is much more effective. We look at the whole picture and ask - how can we help you retain wealth in your family, and achieve financial peace of mind in the most effective way possible.
In one place, and through one advisor, you will get the full legal advice. When it comes to actually putting trust solutions into place, we utilize a very reputable Trust Company, backed by some of the best lawyers in the country. Through our services, there is no need to see them because they would act under our instructions. Not having to meet with the lawyers also keeps your fees down as they charge over £450 an hour.
Under the separate regulated side, you will get independent advice on investments, specialist trusts and pensions.
Lastly, for the clients who've got large property portfolios, or significant wealth assets, they would look to set up family investment companies and other tax effective solutions.
Bringing all three services together is sensible. We offer unlimited one to one meetings. This is so our clients fully understand all the advice that is being delivered by all three separate companies together in one place, and then they have got an integrated solution they implement with our assistance.
Bringing the services together allows our clients to get ongoing reviews, which enables us to help you keep your planning on stream. It is an ongoing series of annual meetings to make sure the planning is on track and to implement any significant changes to your circumstances within the existing planning structure.
Our mission – Financial peace of mind for our clients.
We pride ourselves on putting a strategy together for our clients, helping them get all of the necessary meetings in one place, understand the advice provided, and then decide if they are going to implement the advised planning and move forward.