Bluebond Tax Planning Ltd(BBTP)

BBTP provides comprehensive strategic planning advice on dealing with all aspects of Estate planning and Inheritance tax planning. We help you understand how to resolve the Legal, Financial Planning and Tax Planning issues in one place. This avoids conflicting advice you get from the vast majority of firms whose expertise is in only one area.

Our Services

  • You pay a onetime initial engagement fee of £497 with a money back satisfaction guarantee
  • We collect all your financial information
  • We provide a written comprehensive report of how to resolve your IHT problems which outlines your relevant implementation fees in detail
  • You will be given access to our in-depth client education portal
  • We provide UNLIMITED personal 1-1 online meeting to answer all your questions
  • We have access to specialist external advisers who will answer any unusual questions we ask on your behalf freely and at no charge to you
  • Once you fully understand our advice you can then decide which plans you wish to implement but there is no obligation to proceed past the advice stage.

Once you decide how you wish to proceed the implementation of your plans will be carried out by the relevant companies below for each type of plan.

  • Bluebond Estate Planning will help implement your Estate planning
  • Bluebond Tax Solution will help implement any Tax related work
  • You will have to decide if you want to use our recommended separate regulated independent financial advisers for any FCA regulated work.

Only one fixed fee of £497 is payable to BBTP

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

Fees and Charges

Fees and Charges

Only one fixed fee of £497 is payable to BBTP

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

Responsibility for work Carried out

The liability for the strategy advice lies with BBTP ltd but the liability for implementation of any plans lies with the companies who carry out the work. All the companies we work with have relevant professional indemnity insurance.

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 BBTP

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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