I use this purpose statement to help ensure I make the right decisions and take the right actions.
At age 18 I started work in the equities department for the Queens Bank Coutts and Co in the city of London.
I “semi-retired at 31” to run my own business during the summer months – a bar and restaurant on the Greek island of Lefkas and work in ski resorts in France in the winters. I did this for around 8 years.
Eventually, I decided I was getting a bit long in the tooth for that hedonistic lifestyle, so I returned to the UK and trained to become a Financial Adviser with Lloyds Bank and then Barclays Bank. At Barclays, I worked mainly with business owners as clients. About 24 years ago I set up as an independent financial adviser. Around 18 years ago I set up the Bluebond group of companies as a specialist in inheritance tax and Estate planning.
This work enables me to deal with HNW clients We help clients put together effective tailor-made strategies to protect their assets for their families and eliminate inheritance tax. We provide a comprehensive tax planning approach for clients to mange a wide range of tax and legal issues that tend to arise with wealthy clients.
I am and have been a fully qualified independent financial adviser since 1998
I am a specialist tax adviser who resolves all areas of inheritance tax which also helping clients avoid all other types of taxes
I advise clients on how to put together a comprehensive and flexible estate plan to protect their assets for their family on death
Basically, I bring together legal advice, financial planning and tax advice in one place.
I am a life and business profits growth coach.
I am very hard-working person who has no intention of retiring before age 85.
I have read around 40 books a year on personal development and business for the last 25 years and try to apply that knowledge in my life and business.
I focus on ensuring the companies I run and work in offer high value and effective service to all clients as I believe word of mouth recommendations are still a great way of growing a company
I tend to apply a mindset of producing excellence in all aspects of my life. Obviously, like all other humans I fall back in my actions at times but I consider happiness comes from living a purpose driven life and trying ones best every day.
I bring 25 years of running companies as experience to my role in SBT focusing on marketing and operations management.
I tend to deal with mostly with our business owner clients and advise them on their financial and tax affairs. I also bring my business coaching expertise to bear as required if it means I can help clients grow their business profits.
After completing a degree in Aeronautical Engineering with Business Management I embarked on my dream to become an airline Pilot.
Fast forward twenty years and I am now an experienced airline training Captain and live in a quintessentially British village in north Hertfordshire with my wonderful family and love anything to do with aviation and property.
My idea of a perfect day would be spent taking my plane out for a flight, ending up somewhere that serves excellent food. If it’s during the weekend, the family come along for a day out on the beach in the Channel Islands, or, we’ll fly off to the Isles of Scilly for the weekend – perfection.
I have been an airline Captain for over 15 years for one of the UK’s largest holiday companies and spent several years training and checking other pilots to become fully qualified Captains.
I have also successfully managed many Furnished Holiday lets throughout the UK. My main focus was to implement the many, often highly underutilised tax reduction measures available to owners of Furnished Holiday lets and Businesses.
What began as a passion to obtain Capital Allowance claims, transferring Holiday lets to Business Rates and successfully challenging the Valuation Department to reduce Business rates by over 80% has developed into a highly regarded and sought-after service for our clients.
I am in the fortunate position, as a Captain, to be continuously developing my analytical and problem-solving skills. When flying, every problem must be resolved, I apply the same diligence and determination when working with our clients.
Having such a vast experience as a Captain gives me a unique and often unseen perspective on my attention to detail and problem-solving.
For example, before a flight I must check the weather, airport information and aircraft status for the slightest problem – if I miss anything, the consequences could be disastrous. Diligence and attention to detail are paramount.
Every time I Captain a flight, pre-determined, set procedures and checklists must be followed exactly – if we stray from them, confusion can quickly arise.
When I arrive at the destination, the weather may be appalling. I cannot go home early or call it a day, I must find a solution, I’m responsible for the lives of several hundred people – a successful outcome is the only option.
This ethos is applied when I work with our clients, it is what makes my contribution to Smart Business Tax such a valuable resource to our clients.
My role in Smart Business Tax is to research and help develop, technical information and produce systems and procedures to enable the products and services we offer to be delivered in an effective manner.
After completing a degree in Aeronautical Engineering with Business Management I embarked on my dream to become an airline Pilot.
Fast forward twenty years and I am now an experienced airline training Captain and live in a quintessentially British village in north Hertfordshire with my wonderful family and love anything to do with aviation and property.
My idea of a perfect day would be spent taking my plane out for a flight, ending up somewhere that serves excellent food. If it’s during the weekend, the family come along for a day out on the beach in the Channel Islands, or, we’ll fly off to the Isles of Scilly for the weekend – perfection.
I have been an airline Captain for over 15 years for one of the UK’s largest holiday companies and spent several years training and checking other pilots to become fully qualified Captains.
I have also successfully managed many Furnished Holiday lets throughout the UK. My main focus was to implement the many, often highly underutilised tax reduction measures available to owners of Furnished Holiday lets and Businesses.
What began as a passion to obtain Capital Allowance claims, transferring Holiday lets to Business Rates and successfully challenging the Valuation Department to reduce Business rates by over 80% has developed into a highly regarded and sought-after service for our clients.
I am in the fortunate position, as a Captain, to be continuously developing my analytical and problem-solving skills. When flying, every problem must be resolved, I apply the same diligence and determination when working with our clients.
Having such a vast experience as a Captain gives me a unique and often unseen perspective on my attention to detail and problem-solving.
For example, before a flight I must check the weather, airport information and aircraft status for the slightest problem – if I miss anything, the consequences could be disastrous. Diligence and attention to detail are paramount.
Every time I Captain a flight, pre-determined, set procedures and checklists must be followed exactly – if we stray from them, confusion can quickly arise.
When I arrive at the destination, the weather may be appalling. I cannot go home early or call it a day, I must find a solution, I’m responsible for the lives of several hundred people – a successful outcome is the only option.
This ethos is applied when I work with our clients, it is what makes my contribution to Smart Business Tax such a valuable resource to our clients.
My role in Smart Business Tax is to research and help develop, technical information and produce systems and procedures to enable the products and services we offer to be delivered in an effective manner.
I am fully qualified as a Trust and Estate Planning (TEP) Practitioner, a title reserved for the most senior specialists in the field.
I have obtained my legal qualifications in London, UK with specialization in contract law; equity and trusts; and international tax planning.
The main focus throughout my legal career has been assisting high net worth individuals, limited liabilities companies and partnerships with wealth management and income planning solutions in over 20 countries across Europe and Asia.
My areas of expertise include:
- Defence of section 86 Trusts against recently imposed restrictions by HMRC;
- Creation of offshore asset protection corporate structures and trust;
- Family Investment Companies;
- Family Partnerships;
- Excluded property trusts;
- Tax planning for individuals contracted to work abroad.
I am a legal and tax consultant and have been working as a Trust and Estate Planning Lawyer for over 5 years.
My main focus is creating asset protection structures in the UK and offshore for High-Net-Worth individuals and succession planning for families with an asset base of over £2,000,000.
From a tax perspective, I have obtained an Advanced Diploma in International Tax with specialisation in Cyprus tax and international banking.
The quality I am most proud of throughout my career is having genuine care for my client’s potential problems and working around the clock to provide them with the most suitable tax efficient solution to retain and protect their wealth. I take pride in my ability to see the person behind the planning.
I have a versatile set of legal skills from tax planning to preparation of complex legal documents.
I spent a large proportion of my legal career assisting high income contract workers, which gave me a good understanding of international tax regimes and how they interact.
My role in Smart Business Tax is assisting professional landlords with a high value property portfolio to preserve and protect their assets and the income generated from these assets.
Depending on the personal profile of the individual, I provide a variety of solutions including:
- Set-up of limited liability and Family Investment Companies;
- Set-up of UK, offshore and Excluded property trusts;
- Proactive tax planning for landlords, ensuring they are able to maximise their potential earning;
- Creation of asset protection and tax planning structures.
Ankita is a qualified Chartered Accountant with experience in small company accounts and audit. She has an advance qualification in QuickBooks software.
She has over 6 years of experience and has handled multiple clients accounts for companies based in the UK, US, Canada and Singapore.
She assists us in maintaining our clients books using QuickBooks software and preparing their year end accounts.
Ankita is a qualified Chartered Accountant with experience in small company accounts and audit. She has an advance qualification in QuickBooks software.
She has over 6 years of experience and has handled multiple clients accounts for companies based in the UK, US, Canada and Singapore.
She assists us in maintaining our clients books using QuickBooks software and preparing their year end accounts.
Adeel Shaik is a fully qualified accountant with the ACCA with many years of experience as an accountant in the UK. Together with Ava he manages and controls the accountancy side of our business. Once our bookkeepers and accountants have completed the work required to produce the end of year accounts Adeel double checks all the figures to ensure the accounts produced are all correct. He also holds clients meetings to discuss any queries that arise from our clients on their bookkeeping and accounts.
Rumyana is a well-organised Legal Secretary with a bubbly personality and proactive attitude. She is a highly motivated individual who used to work for the Private Client Department of a UK law firm which is part of Quality Solicitors. Rumyana has a broad legal background with knowledge of the European and UK legal systems.
She is studying towards being a fully qualified lawyer and is soon due to pass her final exams in the UK. Her plans are related to helping people escape paying extra taxes with their hard-earned money.
Rumyana is a Legal secretary in our team and is a tremendous help with our clients' workload.
Rumyana is a well-organised Legal Secretary with a bubbly personality and proactive attitude. She is a highly motivated individual who used to work for the Private Client Department of a UK law firm which is part of Quality Solicitors. Rumyana has a broad legal background with knowledge of the European and UK legal systems.
She is studying towards being a fully qualified lawyer and is soon due to pass her final exams in the UK. Her plans are related to helping people escape paying extra taxes with their hard-earned money.
Rumyana is a Legal secretary in our team and is a tremendous help with our clients' workload.
Ashwini joined us in January 2022 to work as a full time administrator.
She is a detail oriented financial services person who has worked in this field for many years.
She has proven experience working in Client support, and administration within the financial service industry.
She assists the advisory team with many important elements of the client administration process to ensure clients planning is carried out as effectively as possible to help clients achieve their goals & objectives.
Victoria has previously worked in television production, high end restaurant management, digital marketing and as a book reviewer and so brings a strong eye for detail and marketing management to the company.
Victoria recently joined us in 2022 to help ensure the project management and development of the company marketing. Her role is developing the company marketing campaigns and ensuring the smooth workflow of marketing and administration tasks between the team.
Victoria has previously worked in television production, high end restaurant management, digital marketing and as a book reviewer and so brings a strong eye for detail and marketing management to the company.
Victoria recently joined us in 2022 to help ensure the project management and development of the company marketing. Her role is developing the company marketing campaigns and ensuring the smooth workflow of marketing and administration tasks between the team.
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.
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Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. and scrambled it to make a type specimen book
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. and scrambled it to make a type specimen book
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. and scrambled it to make a type specimen book
Lorem Ipsum is simply dummy text of the printing and typesetting industry.