Skip to content 
1. Introduction
These Terms of Service explain how Bluebond Tax Planning Ltd (“Bluebond”, “we”, “our”, “us”) operates, what you can expect from us, and your rights when using our website or engaging our services.
We believe in transparency and clarity — the same principles that guide our inheritance tax and estate-planning work.
These Terms are written in accordance with UK consumer and eCommerce law to ensure fairness, transparency, and clarity in how we provide our services.
These Terms are written in accordance with UK consumer and eCommerce law to ensure fairness, transparency, and clarity in how we provide our services.
2. Acceptance of Terms
By accessing or using our website, resources, or services, you agree to these Terms and to our Privacy Policy and Cookie Policy.
If you do not agree, please do not use our website or services.
3. Company Information
To meet UK online business requirements, we provide the following company details for transparency and compliance.
4. Eligibility
Our website and services are intended for individuals aged 18 or over and based primarily in the UK.
By using our website, you confirm that the information you provide is accurate and lawful.
By using our website, you confirm that the information you provide is accurate and lawful.
5. Scope of Services
Bluebond Tax Planning Ltd provides inheritance-tax and estate-planning guidance to help families structure their affairs efficiently.
We are not authorised or regulated by the Financial Conduct Authority (FCA), and our content does not constitute regulated investment advice. We do not provide investment advice or personal recommendations on financial products.
We are not authorised or regulated by the Financial Conduct Authority (FCA), and our content does not constitute regulated investment advice. We do not provide investment advice or personal recommendations on financial products.
6. Fees, Payments & Contract Formation
- Certain services, such as a personalised inheritance plan, require a fixed fee of £797, payable before work begins.
- A contract is formed only when we confirm acceptance of your booking or payment in writing.
- For online purchases of advisory services not yet started, you have a 14-day cancellation right under the Consumer Contracts Regulations. Once the service begins at your request, this right ends. Not cancelling the service during the 14 day cooling off period, does amount to express consent for our team to proceed with the service.
- All prices are shown inclusive of any applicable VAT.
7. Use of Our Website
You agree to use our website only for lawful purposes and not to:
- infringe the rights of others;
- attempt to gain unauthorised access to systems or data; or
- copy, scrape, or distribute our content without permission.
We may suspend access if we suspect misuse.
We may suspend access if we suspect misuse.
8. Free Educational Resources
Bluebond provides free educational materials such as webinars, newsletters, videos, and downloads. Access to these resources does not create a client-adviser relationship. We reserve the right to modify or withdraw any resource at any time.
The content available in our free educational resources is general and not tailored advice.
8.1 Webinars
Bluebond hosts live or recorded webinars designed to educate participants and answer their questions about inheritance tax and estate planning.
Registration and Access
- Webinar registration is free and open to adults aged 18 and above.
- Bluebond reserves the right to reschedule, modify, or cancel any event. Participants will be notified by email if changes occur.
Recordings and Content Use
- Webinars may be recorded for training, compliance, or educational purposes.
- By registering or attending, you consent to the recording and understand that portions of the event may later be shared publicly or used for educational promotion.
- You are not permitted to record, reproduce, or redistribute Bluebond webinar content without written permission.
- Please note that any personal information visible on your screen during the webinar, such as user name, email or other identifying data, may be visible during the webinar recordings. Please ensure any data you do not intend to share during webinar recordings is not visible in your username when joining the webinar.
Data and Communications
- Personal data provided during registration or Q&A may be used to deliver event details, share related educational materials, and invite you to future sessions.
- You may unsubscribe or withdraw consent for such communications at any time, as explained in our Privacy Policy.
Cancellation
- You may cancel your registration at any time using the “cancel registration” link in your confirmation email.
- Bluebond is not liable for any losses arising from changes, cancellations, or technical interruptions during the event.
9. Paid Professional Services
When you engage Bluebond for paid services:
- Work will begin once payment and required information are received.
- We act with care and integrity but cannot guarantee a particular outcome.
- You remain responsible for the accuracy of information you supply.
- Payments are non-refundable once substantive advice or analysis has been delivered.
10. Disclaimer and Limitation of Liability
Bluebond provides inheritance-tax and estate-planning guidance to help clients make informed decisions.
- We are not FCA-regulated and do not provide investment or product-recommendation services.
- All materials are for general educational use.
While we take reasonable care to ensure accuracy, we do not guarantee that information is complete, current, or suitable for every situation.
To the fullest extent permitted by law:
- we exclude liability for indirect or consequential loss; but nothing in these Terms limits or excludes our liability where it would be unlawful to do so, including liability for failing to perform our services with reasonable care and skill.
- our total liability to you shall not exceed the amount you paid for the relevant service.
- we are not responsible for losses that were not foreseeable when the contract was formed or that were not caused by any breach on our part.
You should always seek independent professional advice before acting on information obtained from us.
You should always seek independent professional advice before acting on information obtained from us.
11. Intellectual Property
All website content — including text, graphics, design, images, videos, and tools — is owned by Bluebond Tax Planning Ltd or its licensors.
You may view or print pages for personal, non-commercial use only.
Reproduction or distribution without written permission is prohibited.
Reproduction or distribution without written permission is prohibited.
12. Privacy and Data Protection
We process personal information in accordance with our Privacy Policy and Cookie Policy.
These documents explain how we collect, use, and safeguard data, and how you can exercise your rights under UK-GDPR.
The policy excludes minors. Please ensure that any data of under 18s are provided only via secure means and not shared during webinars or joint meetings.
The policy excludes minors. Please ensure that any data of under 18s are provided only via secure means and not shared during webinars or joint meetings.
13. Third-Party Links and Services
Our website may link to third-party platforms (e.g. YouTube, payment processors).
We are not responsible for their content, privacy practices, or availability.
We are not responsible for their content, privacy practices, or availability.
14. Complaints and Queries
If you have concerns about these Terms or any service:
- Contact us first at info@bluebond.co.uk and we’ll aim to resolve the issue promptly.
- For data-protection complaints, you may also contact the Information Commissioner’s Office at www.ico.org.uk
15. Governing Law and Jurisdiction
These Terms are governed by the laws of England and Wales.
Any disputes will be handled exclusively by the courts of England and Wales.
Any disputes will be handled exclusively by the courts of England and Wales.
16. Updates to These Terms
We may revise these Terms from time to time. The most recent version will always appear on our website with the “Last updated” date above.
Continued use of our website constitutes acceptance of the updated Terms.
Continued use of our website constitutes acceptance of the updated Terms.
17. Contact Information
18. Acknowledgement
By using this website or engaging our services, you acknowledge that you have read and understood these Terms and agree to be bound by them.
By using this website or engaging our services, you acknowledge that you have read and understood these Terms and agree to be bound by them.
