We recognise that people care most about legally avoiding tax as quickly and safely as possible without wasting money along the way.
We help you implement your inheritance tax and estate planning as simply and securely as possible.
We help you recognise and reduce the inherent risks in a way which considerably improves the likelihood of your success.
We help you do this by selecting and implementing the most appropriate strategies for you.
Despite what many would have you believe, there is no such thing as “free” advice. As is the case with most things in life, you get what you pay for. A fixed fee quoted to you in advance of work being carried out gives you the peace of mind that you know exactly what you will get for your money in advance of proceeding. Hourly rate charging does not give you this benefit.
Firstly we would like to point out that it is very rare to get any sort of service guarantee from a professional services company.
We want you to be delighted with the work we do for you. We are therefore pleased to offer you an unconditional service guarantee. If our service falls short of your expectations for any individual transaction, we will refund any amount that you consider to be appropriate, up to the total fee for that transaction, irrespective of our views.
As an individual client, once the initial series of meetings is concluded, we may require as little as one meeting each year. If you are a retired client, meetings every 3 years may be all that is necessary. We ensure that every client is treated individually and we will set up a suitable number of review meetings to ensure you meet your goals and objectives.
As we conduct most of our meetings online, we cover all areas of the country.
For clients who are not highly computer literate, this may sound daunting at first. However, it is as simple as opening an email and click on a link to be connected. Once clients have used Zoom online meetings once they are normally happy to continuing receiving advice this way. It is so simple and convenient never having to leave home. All is required is that you have a good broadband connection and we will help sort out the rest.
If you would prefer a face to face meeting we are happy to meet with you at our offices in Wheathampstead near St Albans ( AL4 8FE). We can, of course, meet clients at their homes if required, but to ensure we treat all clients fairly, we will have to charge our travelling time at £150 per hour.
As we conduct nearly all of our meetings online using the video conferencing app Zoom, we cover all areas of the country.
Zoom is so simple and convenient as you never have to leave home. It enables us to discuss points “face to face” and using screen sharing I can show you and talk you through documents and diagrams as if we were in the same room.
All is required is that you have a good broadband connection, and we will help sort out the rest.
For clients who have not used Zoom before, this may sound daunting at first. However, it is as simple as opening an email and clicking on a link to be connected. Once clients have used Zoom once they are happy to continue receiving advice this way.
If you would prefer a face-to-face meeting in person we are happy to meet with you at our offices in Wheathampstead near St Albans (AL4 8FE). We can, of course, meet clients at their homes if required, but to ensure we treat all clients fairly, we will have to charge for travelling time.
We act with integrity, honesty and openness in everything we do for and with you.
We respect the confidentiality of our working relationship.
We provide you with unbiased, comprehensive financial planning advice.
We meet the deadlines we set.
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.