WHAT DO WE DO?

  • Together with our sister companies, we help business owners and professional landlords with advice and implementation on nearly all areas of their Estate and Inheritance tax planning.
  • Any requirement for regulated financial advice will be provided by the separate FCA-regulated firm that Charles works in.
  • Estate planning involves setting up integrated Trusts during your lifetime to protect your assets on death for your children and grandchildren against divorce, bankruptcy, future inheritance tax and other issues.
  • Inheritance tax planning aims to reduce your potential Inheritance tax liability to zero while avoiding other taxes and ensuring the planning does not alter your current standard of living

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We help high net worth UK business and property owners save tax

Click here to Contact Us

Contact Us

Bluebond Tax Planning
5 PalmerstonDrive,
Wheathampstead,
Herts,
AL4 8FE

Tel: 020 8895 6157 (clients only)
Tel: 01582 832253 (suppliers only)

Email:

enquiry@bluebond.co.uk

We help high net worth UK business owners save tax

Contact us if any of the following apply:

  •   You own a furnished holiday let valued at over £1 million
  •   You would like to reduce the business rates you pay
  •   You would like a review of your overall business and personal tax planning
  •   You own a UK based business which you could expect to sell for over £1 million?
Contact us
Learn more

 Comprehensive proactive tax advice is not a normal service for most accountancy practices. ‍

Due to the high net worth of most of our clients an annual review of all their finances with a view to reduce their overall tax liability is very cost effective. 

What Our Customers Are Saying

Reduce your future tax

Excellent resource for estate planning awareness.  An integrated cost-effective approach to simplify a complex area.  It is worth checking out the resources.

Alan Birrell

I have been a client of Charles de Lastic for 20+ years. He has always provided excellent, considered advice to meet my financial goals. Charles is now actively engaged on advising us on various resolutions to potential tax issues we now face.

Anthony Haysom

Charles and his team were very helpful in explaining to me how I can help protect and provide efficient tax planning for that. They provide me with a great service and was always on hand to help.

David Tsang

Charles de Lastic is the best in the business at helping you to chart the path that is right for you to ensure your estate is structured in the most tax efficient manner.

Nicholas Dickinson

Charles has thorough understanding about Tax and other financial matters. He has advised us over many years and and was a great help in sorting our Inheritance Tax

Mitzie Green

Excellent and comprehensive advice concerning all things financial in one place.   Enthusiastic, Educational, Expert, value oriented, Professional and Polite are adjectives that come to mind as well as great attention to detail.

Deirdre Buckley

Charles provides bespoke tax planning advice based on your particular situation and objectives. He goes through great pains to explain the thought process behind his proposals and welcomes/encourages questions to ensure you are comfortable with the planning strategy. Excellent service indeed!

Amit Jagtiani

My Mother and Father have been using Charles for many years now, and the service and advice received around tax and investments has been exceptionally good. Charles is very knowledgeable, and is very good at explaining complex tax issues to people like myself who have relatively little knowledge of the subject. Highly Recommended.

Ian Pattie

Charles provides clients with valuable insights that clearly demonstrate expertise built over the years. Charles and his team guided us through a estate planning journey and then addressing complex Tax matters. They have been very transparent with their advice and cost. Overall an excellent service. Highly recommended.

Shailesh Karia

Charles was brilliant and explained everything very clearly so I could understand it better he went above and beyond to help THANK YOU FOR YOUR TIME FOR FREE.

Davood Dogaheh

Very professional, well organised and informative. Exactly the right information we needed to get started and some advanced questions too. Very knowledgeable on all aspects and intricacies of bespoke and family legacy planning. Thoroughly enjoyed it and given the confidence to go ahead and start planning for the future of our family. Thank you for providing this unique help, which we have been unable to find elsewhere.

Jane Kershaw

Charles provided me excellent advice on my tax situation with simple, fair and direct approach. Thank you Charles for your professional recommendations and honest opinion in the client’s situation.

Cadence T

- Get SMART with your finances -

CONTACT US

Smart Business Tax

6 Willow Close,

Reed,

Hertfordshire SG8 8BA

About Us

Save Tax

Most people simply pay the taxes their accountants tell them is due. Over the years this attitude will cost you thousands of pounds in tax that you need not have paid.
Tax is a cost which needs a regular annual PROACTIVE review by tax experts who understand your overall financial situation and review all the transactions in your personal, business, property and trusts accounts. An annual review which checks with you if suitable tax breaks and allowances could be utilised will save you a lot tax over time

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