Bluebond Group レビュー 

121
•
TrustScore 5段階評価の4.5

4.7

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5つ星のうち5の評価

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... もっと見る

企業が回答しました

5つ星のうち5の評価

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... もっと見る

企業が回答しました

5つ星のうち4の評価

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... もっと見る

企業が回答しました

5つ星のうち5の評価

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... もっと見る

企業が回答しました

企業情報

  1. ファイナンシャル プランナー

当該企業による記述

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


連絡先

4.7

優良

TrustScore 5段階評価の4.5

121件のレビュー

5つ星
4つ星
3つ星
2つ星
1つ星

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4.7

すべてのレビュー

(121)

過去12か月のレビュー数: 34件

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5つ星のうち5の評価

It's a question of trust

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.

2025年5月10日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Rob, thank you for taking the time to leave a more detailed review. I am glad we were able to help you move forward in your you deal with your finances

5つ星のうち5の評価

Free webinar attended online.

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

2025年5月10日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hi Thanks for taking the time to post your review

5つ星のうち5の評価

The webminar was very informative and…

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.

2025年4月26日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Thanks for your great review. Iam glad you found the webinar useful

5つ星のうち5の評価

Absolutely brilliant

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

2025年4月26日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hi Pradeep

Thanks very much for your in-depth review, and I am pleased that you found the webinar worth attending

5つ星のうち5の評価

Definitely on our shortlist!

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!

2025年4月15日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hi - Thanks very much for the great review we look forward to working with you

5つ星のうち5の評価

Great source of guidance for financial planning and business structures for all who want to earn and save money

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.

2025年4月12日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Hi Mansukh. Thanks very much for the great review. It's really appreciated

5つ星のうち5の評価

Free, honest professional advice

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.

2025年4月5日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

HI Danny. Thanks for deciding to move forward with us, and I am pleased that your found the webinar useful

5つ星のうち5の評価

Very knowledgeable

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

2025年3月22日
自発的なレビュー
5つ星のうち5の評価

Highly Recommended

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.

2025年3月22日
自発的なレビュー
5つ星のうち5の評価

Worth every Penny

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

2025年3月22日
自発的なレビュー
5つ星のうち5の評価

Great Saturday morning webinar

The Saturday morning webinar was definitely worth the early start!
Charles' presentation was very informative, well organised, and a great way in to what can be a very complex area.
Some very interesting points, and indications of some topics that need further research.
We felt that he was definitely not pushy in terms of promoting his own business, and that he was just presenting the important facts, although not answering questions about individual circumstances where they were not really applicable to the wider audience.
Watching the pre-webinar video was definitely essential preparation.

2025年3月22日
自発的なレビュー
5つ星のうち5の評価

Fascinating

Fascinating, in-depth explanations of the multi faceted world of estate and tax planning. A unique delivery mechanism, addressing the questions of many people different situations. Clearly, Charles is a guru in this domain and has a talent for simply presenting these very complex topics so that lay people can appreciate the value of getting their plans in place.

2025年3月8日
自発的なレビュー
Bluebond Group ロゴ

Bluebond Group からの回答

Thanks Alan for your excellent review it is appreciated not only by us but also by other people who are considering attending our webinars

5つ星のうち5の評価

2 hours well spent.

Spent 2 hours listening to Charles provide answer after answer to various IHT questions. It was probably the best 2 hours I have spent this week on improving my knowledge and understanding in this area. If you take the website videos and this session you get a great foundation to decide if and when you need professional help.

2025年2月8日
Bluebond Group ロゴ

Bluebond Group からの回答

Thanks, Jason - This is a great review which will help other people to determine if they should invest their time on a Saturday morning

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