The information contained in this website 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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We provide education, strategy and implementation for estate and inheritance tax planning.
What this means for wills, trusts and estate planning:
Will writing, trust creation and estate planning are not reserved legal activities under the Legal Services Act 2007. They are not restricted to solicitors, and they do not require SRA authorisation. In practice this means anyone in the UK can offer these services, including providers with no legal qualification and no professional regulator.
We choose to have this work carried out by qualified solicitors. Although the SRA does not regulate the activity itself, our solicitors remain personally bound by SRA standards in everything they do for you, including your will, your trusts and your estate planning.
Is Bluebond regulated by the Financial Conduct Authority?
Tax planning, accountancy and legal work are not FCA-regulated activities. The FCA will not grant regulated permissions to any company doing non regulated activities. This is why nearly all law firms, tax advisers and accountants are not FCA regulated. For the same reasons Bluebond is also not FCA regulated.
If your circumstances call for FCA-regulated advice, for example on investments, pensions or insurance products, we refer you to our partner firm of independent financial advisers, Silverwise Limited Trading as Silverwise Retirement Planning who are authorised and regulated by the FCA as part of the In- Partnership Network.
For UK consumers only. Bluebond operates under UK legal and tax frameworks and follows recognized professional conduct standards. Information on this site is general and not personal advice. Personal recommendations are provided after a full review and a signed client agreement. Bluebond provides educational, strategic guidance and implementation of estate and inheritance tax planning only — should any FCA-regulated advice be required, you’ll be referred to our dedicated partner independent financial adviser company. Results referenced on this site are based on Bluebond’s outcomes for clients who fully implement the recommended IHT planning; individual results vary depending on personal circumstances, estate structure, and willingness to implement. This site is for information only and does not constitute personal advice.