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.
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.
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.