Bluebond Estate Planning Ltd(BBEP)

BBEP arranges legal structures for Estate Planning using specialist Trust companies and Legal firms.

Our Services

  • Setting up an Estate planning structure of Wills and Trusts
  • Arranging Lasting Powers of Attorney
  • Arranging standalone Wills
  • Arranging Deeds of Variation
  • Implementing Probate
  • Trusts registration
  • Plans to save Inheritance tax using Trusts

The company advises clients on tailor made structures to meet their family needs and takes instructions from clients to implement these plans.

Our recommended specialist Trusts companies and Legal firms produce the actual legal documents for the Wills and Trusts.

All work is carried out on a pre-agreed fixed fee basis and no hourly charges are applied. Fixed fees plus Vat are payable in advance of any work being carried out to the company.

BBEP then instructs its recommended Trust specialist companies and Legal firms to produce the actual documents and pays those companies on their client’s behalf.

Clients do not need to deal with the specialist Trust company or Lawyers directly thus reducing the overall level of fees incurred.

Fees and Charges

Fees and Charges

All work is carried out on a pre-agreed fixed fee basis and no hourly charges are applied. Fixed fees plus Vat are payable in advance of any work being carried out to the company.

BBEP then instructs its recommended Trust specialist companies and Legal firms to produce the actual documents and pays those companies on their client’s behalf.

Clients do not need to deal with the specialist Trust company or Lawyers directly thus reducing the overall level of fees incurred.

Responsibility for work caried out

The liability for the advice lies with BBEP ltd but the liability for the legal wording of any document is with the professional firms who produce those documents. There has never been a problem in 20 years of working with our recommended firms, but they have current professional indemnity in place and our clients are therefore protected.

Charles de Lastic–Inheritance tax adviser

Graham Webb–Inheritance tax adviser

Ava Vinokourva–Legal and Tax adviser

Sarah Church–Estate Planning Manager

Ashwini Reddappa–Administration Assistant.

Our Team at BBTS

Our Team at BBEP

Charles de Lastic–Inheritance tax adviser

Graham Webb–Inheritance tax adviser

Ava Vinokourva–Legal and Tax adviser

Sarah Church–Estate Planning Manager

Ashwini Reddappa–Administration Assistant.

We help UK residents with over £1 million in current assets pay ZERO in inheritance tax

One stop comprehensive specialist advice - Tax, financial planning and legal advice service service with 18 years experience.

How We Work with You

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.

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