Why choose Bluebond for your inheritance tax advice?

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

Table of contents

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.

Ongoing reviews:

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.

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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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