As a free resource these webinars are unbeatable. My only comment is that the webinar is too long; participant questions need to be filtered to remove those that can be answered easily by watching... Voir plus
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As a free resource these webinars are unbeatable. My only comment is that the webinar is too long; participant questions need to be filtered to remove those that can be answered easily by watching... Voir plus
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We’ve been BlueBond clients for several years now. Charles and his team have provided everything we have needed to understand and navigate through the complex territories of IHT and Estate Planning. B... Voir plus
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Excellent content - only minor negative is I feel could have been delivered more concisely in a shorter time if points hadn’t repeated so much. But overall excellent content from someone who has great... Voir plus
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Very useful and well explained free webinar around how to best navigate IHT and Estate planning. I feel much better informed around this topic and how to take the next steps. I recommend this webinar... Voir plus
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We are a firm of Inheritance tax and estate planning specialists with 20 years experience. We provide a one-stop full advice and implementation service to solve your IHT and other financial planning issues. We deliver legal, Tax, and financial planning accountancy services in one group of companies to ensure you have a cohesive and comprehensive plan to meet your needs
Royaume-Uni
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Excellent webinar. Charles is very knowledgeable and is happy to pass that knowledge on. I learned a lot and it’s so nice to listen to someone who is at the top of his game.

Réponse de Bluebond Group
I'm an ex financial advisor but found the information given during the free webinar excellent, engaging and bang up to date. I didn't know how much I didn't know! I will certainly be contacting Bluebond for more specific advice.

Réponse de Bluebond Group
Excellent speaker with great depth of knowledge. Very engaging.
Look forward to seeing & hearing more of his talks and get advice from Charles and his team. 🙏

Réponse de Bluebond Group
Great sensible, straightforward presentation on a range of complex issues. Highly recommended

Réponse de Bluebond Group
Very good all round knowledge and experience was shared.

Réponse de Bluebond Group
The Webinar was Well Presented , easy to follow & with out any complicated jargons
WELL DONE JOB

Réponse de Bluebond Group
Excellent webinar! Charles is full of knowledge on how to retain your wealth within your family and how to reduce inheritance tax.
The webinar made me realise why you need an expert firm to deal with your wealth and inheritance problems.

Réponse de Bluebond Group
Helpful webinar outlining the complexity of estate planning and the need for individual advice.

Réponse de Bluebond Group
Informative and interesting. Good explanations of complex issues

Réponse de Bluebond Group
The webinar was very informative, clarifying complex issues associated with estate planning. Charles seems to have encyclopedic knowledge on estate planning answering varied questions from the audience. Along with the large video resource, I've not found another company that covers the area so clearly and thoroughly.

Réponse de Bluebond Group
Free Webinar very informative. Would strongly recommend taking a look.

Réponse de Bluebond Group
Due to changes in law specially govt's intention to tax your hard earned savings and esate it is very important to know how to save these for your old age and children.
Thaese seminars addresses these question.

Réponse de Bluebond Group
The 2 hour webinar was excellent. Gave a lot of insight, interesting facts.
Would recommend.

Réponse de Bluebond Group
Excellent range of videos covering a wide breadth of topics in depth, backed up by very informative webinars and an excellent personal response service providing guidance to specific personal questions. All for no charge and with no pressure to commit to paid-for advice. Charles explains complex issues very clearly and openly and engenders confidence and trust.

Réponse de Bluebond Group
Excellent delivery and explained very clearly . Content is easy to understand.Feel more knowledgable now and very worried about IHT

Réponse de Bluebond Group
This review is primarily of my advisor Joe Tardi, after onboarding as a client, excellent 5 star, and of the webinars of which I have attended several, 3 star, so average 4. 3 star does not mean bad, it means good with scope for improvement, so should be accepted in the spirit in which offered. Albeit only guidance, I think the webinars and firm's initial advice letters and approach to client service generally could be better, if they followed more of the attributes that Joe displays, that I will pick up separately if the firm's management wishes.
5 = excellent - outstanding. I find Joe to be very knowledgeable on IHT and related planning issues, personable and pleasant to deal with, willing to research issues, not giving of quick but poorly thought through answers, willing to debate and be challenged, and patient with the older generation on the firm's extensive use of technology, so well deserving of five stars.

Réponse de Bluebond Group
My second webinar, and there was some very useful input to add to what I'd learned previously. I agree with another reviewer that some filtering of questions could make it shorter and more concise (not Charles's fault, but some attendees hadn't appreciated the protocols for question types). As a free introductory webinar this is an excellent resource.

Réponse de Bluebond Group
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