Bluebond Estate Planning
Bluebond Inheritance Tax Planning
Bluebond Property Tax Planning

Why use a millionaire Inheritance tax specialist?

Cutting taxes

Why do we mainly work with people who are millionaires to help them  avoid inheritance tax?

If you are a millionaire or  at least close to it you face a number of financial issues not encountered by most other people. These issues mainly focus around reducing your overall tax burden and ensuring you pass most of your hard earned wealth onto your family. You need a specalist adviser who is highly experienced in working with people with similar problems.

Specialising in this value range helps us understand your financial planning and financial advice needs better than a generalist adviser. Although we are fully qualified financial advisers we focus on our particular type of clients who benifit the most from the type of advice we offer. We choose to specalise in an area where very few other advisers work.

As the value of your property and wealth increases, 40% of that value will simply go to the taxman unless you take action and start your planning early. It is also likely that trying to deal with this highly complex area yourself will probably result in expensive mistakes. The fees we charge are insignificant compared to the amount of money we can save you and your family.

What type of people are typical Bluebond clients?

Very simply their current total assets exceed £1 million in value. This includes the following assets:

  • Current equity in their main residence and other property in the UK or abroad
  • Current saleable value of their business if applicable
  • Total current value of cash, pensions and investments less the value of any debts
  • Current value of other assets such as royalties or trust funds

How do I know you can help me?

We have been financial planners working with wealthy clients on their Inheritance tax mitigation financial plans and providing tax help for over 16 years so it is unlikely we cannot help you. We even act as consultants to the clients of a private bank based in Mayfair.

Firstly have a look around this website in particular – our services, our approach and our service guarantee sections.

Any questions on why we deal mainly with clients who are millionaires for inheritance tax planning?

Please call us or Email us.

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