Bluebond Estate Planning
Bluebond Inheritance Tax Planning
Bluebond Property Tax Planning

Inheritance tax advice Berkhamsted

Trust and inheritance tax

Trust and inheritance tax

Inheritance tax advice Berkhamsted

Are you concerned about how much inheritance tax your children will pay when you eventually pass on? Will they be disappointed that the only reason they pay so much in tax was that you did not take specialist advise early enough?

How do you ensure that you mitigate as mush inheritance tax as possible and still do not compromise your own standard of living?

House prices in Berkhamsted are likely to increase quickly over the next few years and it is vital that you take this into account before deciding that you will need advice or not. A small error in he advice or planning can prove to be very costly to your family.

We are specialist inheritance tax advisers near Berkhamstead

At the Bluebond Group, we specialise in estate planning and inheritance tax advice and planning.

Bluebond have been advising clients in this area for over 16 years and will provide you with expert advice on your inheritance tax options. We do not suggest expensive life insurance plans, but look at much cheaper alternatives and better methods such as trusts that will avoid your beneficiaries paying out a large amount in inheritance tax upon your death.

We aim to provide all our clients with the solutions they need. In this area of financial advice it is very important to get a qualified and dedicated impartial financial adviser to help you with these important decisions.

We strongly recommend you avoid delay in making contact with us as it takes 7 years for assets to fall out of your estate once the plans are in place. If however you are over 75 or in ill health and would like to be able to avoid the tax within two years there are solutions available.

The company is based just on the outskirts of Harpenden, 30 minutes from Berkhamsted and we are happy to meet you at your home. Our services are offered on a fee basis and all fees will be outlined to you before any work is carried out.

The initial meeting is without obligation or charge.

To arrange a meeting with us, please call or email.

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