Bluebond Group Ltd - Inheritance Tax Planning - St Albans

Stephen J.

I attended the webinar on Jan 11th 2025. Charles demonstrated not only his in-depth knowledge of estate planning and IHT, but also an ability to convey it in a succinct and accessible way. Highly recommended.

Ash J.

Following the highly informative Saturday morning webinars with Charles, I’ve been working closely with Joey, one of the Bluebond consultants, to address our estate planning and inheritance tax (IHT) matters. Our weekly meetings have been exceptionally helpful in setting clear goals for our estate management and IHT strategy. Joey is patient, thorough, and takes the time to clearly explain the issues while answering all of our questions.

Harshad P.

Charles provided valuable insights on inheritance tax planning. His expertise shed light on the complexities involved in this area. His thorough explanation clarified the areas for successful planning. I gained a comprehensive understanding of the subject. Charles's presentation was both informative and insightful.

Peter T.

Very detailed, extremely transparent, clearly knows his subject. Will attend again as I have still a lot to learn on our Estate Planning. Highly recommend attending these seminars if you are seriously considering engaging professional estate planning advice.

Typhoon

I attended the 8 a.m. webinar session, during which Charles answered all of our submitted questions and any questions raised via Chat. Even though (for obvious reasons) he was unable to give advice, his answers were very thorough and suitable for educational purposes.

I have already contacted Charles and asked him to answer 5 of my top questions, and I will almost certainly (99%) proceed to the paid unlimited meeting stage.

The big takeaway for me was the one-stop-shop approach, as several difficult skill sets (Accounts/Legal and IFA) are required to provide an overall solution.

Please don't skimp on implementing the right solution for YOU, as the advice and implementation fees should save you x10/x100 on tax savings.... - at least this is what i'm hoping..

Danny B.

Fantastic Wbinar today with Charles the company director. Having been looking into trusts and IHT over the past six months, i now have a fuller understanding of the complications involved. some great questions answered during the session and ill be looking to join in again in the near future.
Thanks Charles

Yomi O.

Webinar was deeply informative and enlightening. Virtually every aspect of the subject was touched upon in a clear and concise manner. One feels every second of time spent in participating was time well spent to gain invaluable information.

Jacqueline W.

I attended the Webinar to hear Charles answering all of the questions that had been put to him regarding tax planning and inheritance tax. It was very informative and he definitely knew his stuff. There was no pressure selling pitch and it was very much a case of listen to what I have to say and make your mind up for yourself as to whether you believe that we can help you. He cleared up some of my general questions and I have others that I would like answers to in relation to my own personal situation. Thank you Charles