Our Mission - Financial peace of mind for all our clients and team
Family Investment Company
If you have a rental property portfolio of over six properties or investments of over £2 million ( excluding pensions ) a Family Investment Company might be suitable for you. Watch the videos below to learn more.
How does a Family Investment company compare to gifting property to children
(4:11 minutes)
There are more videos available below the next section
What our clients say
Read our 82
reviews
"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
Why use a Family investment company to avoid inheritance tax
(8:00 minutes)
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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