Bluebond Group Bewertungen 

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

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.

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.

You get the answers for all different topics.

Detailed and sophisticated advice which was clearly articulated.

This review is in relation to the free 2-hour Wills and Trusts Webinar that I watched today.

Planning in this area is obviously a complicated matter, and it is important to build up a relationship of trust with whoever is advising and implementing such important structures.

I have previously watched many of the Bluebond Planning videos on YouTube and so the next step was to watch live webinar dealing with questions in this area.

Once registered for the webinar you really need to put the effort into watching the prerecorded video to understand the background to the issues that Charles addresses in this webinar.

Charles really puts a lot of effort into answering the specific questions and I really felt that his emphasis was on developing trust and long-term relationships.

By bringing together all the services of legal advice, tax advice and financial planning that his Group offers he aims to provide an integrated service in a unique way.

I started out thinking that I have an IHT problem, but he has already made me realise that what I really need requires a more considered approach.

I look forward to the next webinar and intend to start the process of obtaining a detailed bespoke plan of how to progress matters.

Attended free online webinar on IHT and other issues eg Life Insurance, very impressive with knowledge about pitfalls of off the shelf solutions to potential inheritance tax issues. Also Trusts relating to jurisdictions such as Spain and France. There is also another next week on other topics. I think the owner of the firm(s) also gave some surety about his own successors in the organisation eg younger and professional

The webminar was very informative and well presented.
All questions were answered. Charles is extremely knowledgeable and his company offers comprehensive answers for all estate planning and inheritance tax planning.

Absolutely brilliant. Charles was very thorough and I got my questions answered.

This is a very complex area and Charles is very well informed and most importantly he is honest and upfront with prospective clients. In case he is finding out about something and doesn't know the answer he has no qualms in admitting it and I found that very impressive and truthful.

He wants you to sign up but is not pushy, leaves the decision to you to think and then decide the best course of action.

Really very very good, I would recommend everyone to watch their videos who are serious about IHT and estate planning.

Pradeep Vaswani

Charles de Lastic's knowledge, experience and enthusiasm for his subject and for helping others has come across in every minute of each session we've attended. He's very generous with his time and I have the impression he will be very thorough in preparing our report and looking after our needs in the future. Definitely on our shortlist!

Great source of guidance for individuals navigating the complex financial landscape of the modern era.
Charles's answers to questions are concise,succint, precise and highly informative. The company profile is excellent, showcasing talented professionals offering specialised services for the clients. I gained useful information that will help me put some targeted questions for my personalised needs in near future. Over it was immensely valuable session today. I only wish such information had been available when I was 25 years old or younger.

Highly recommend this to anyone wanting a holistic view on financial and estate planning.

Again, to get this sort of free advice with no pressure to commit is a godsend to anyone who is looking to protect there assets.
I'm personally on the next step and still have so much to learn regarding IHT and trusts that will suit my family structure. Thanks Charles.

Very knowledgeable, services they provide seem excellent as all different types are kept in house, therefore easy of communication and lower costs

Well informed answers to clients/potential clients questions on all aspects of inheritance tax planning. Best part of three hours free advice. Confidence inspiring.

The webinar was very detailed and a huge amount of pre-submitted questions were answered. This was most important as you heard answers for questions you hadn't personally thought of yourself.

The webinar was very informative and delivered with passion. I look forward to further discussions on IHT that suits my needs with Bluebond in the near future.

Worth every Penny, the amount of work and Knowledge that Charles gives to all his customers is second to none , if you all want to save hard earned money, GET ON BOARD