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19 out of 20 Bluebond clients pay zero IHT Tax — we show you how
Specialist Inheritance Tax Planning
for High-Net-Worth Families
The family wealth office, normally reserved for billionaires — now accessible for high-net-
worth families with Bluebond.
One firm, one plan, one specialist Inheritance tax planner
Your planner will coordinate with our employed solicitors and an independent, FCA-regulated financial planning partner to
agree one comprehensive plan with you to meet your financial goals
ONE COORDINATED PLAN
Tax, legal and financial planning experts
Working together to produce one cohesive paln
DEDICATED CONTACT
Your personal Bluebond tax planning specialist
One point of contact, one direct number.
LOW FIXED FEE
Fixed fee – £797 £297
(webinar attendees only)
Others charge £5,000
UNLIMITED ACCESS
Unlimited 1-to-1 meetings
One dedicated tax planning specialist for all meetings
ONE TEAM. ONE PLAN. ONE FIXED FEE.
Fragmented advice is bad advice.
You may already have good professional advisers. What you may not have is a joined-up inheritance tax plan. When those professionals work in isolation, the result is often higher fees, missed opportunities, conflicting strategies and unnecessary tax.
The issue isn’t the individual strategies. It’s how they’re applied together.
Your planner will coordinate advice from the lawyers, tax and financial experts to agree one comprehensive plan with you to meet your financial goals, working from one coordinated strategy — for one transparent fixed fee. A bespoke plan that actually solves your inheritance tax problem.
WHAT MAKES US DIFFERENT
Our model — built for high-net-worth families
We replace the burden of navigating conflicting advice from separate firms with the clarity and confidence of a single,
unified team. Our tax specialists and employed solicitors work alongside an independent FCA-regulated financial planning partner, ensuring every element of your plan is aligned and strategic — not contradictory.
01
One Coordinated Plan
Tax specialists, employed solicitors and an independent financial planning partner Working together to produce one cohesive plan.
02
Transparent Fixed Fee
One comprehensive fixed fee for your entire plan—no hourly billing, no percentage-based fees, no surprises.
03
One Dedicated Contact
A single Bluebond tax planning specialist across everything — one person, one direct number. You never have to repeat yourself or chase multiple firms.
04
Unlimited 1-to-1 Meetings
Meet as often as you need—included in your fixed fee. Most firms charge around £5,000 for the same access. Our normal fee is £797, with a current webinar attendee offer of £297.
01
One Coordinated Plan
Tax specialists, employed solicitors and an independent financial planning partner Working together to produce one cohesive plan.
02
Transparent Fixed Fee
One comprehensive fixed fee for your entire plan—no hourly billing, no percentage-based fees, no surprises.
03
One Dedicated Contact
A single Bluebond tax planning specialist across everything — one person, one direct number. You never have to repeat yourself or chase multiple firms.
04
Unlimited 1-to-1 Meetings
Meet as often as you need—included in your fixed fee. Most firms charge around £5,000 for the same access. Our normal fee is £797, with a current webinar attendee offer of £297.
OUR EXPERTISE
Coordinated, not fragmented
Most families juggle a solicitor, an accountant, an investment manager and a financial planner — each siloed. Bluebond coordinates all of these disciplines as one aligned plan, from design to implementation and review, working with our independent FCA-regulated financial planning partner for investment and financial advice.
5 DISCIPLINES · 1 COORDINATED PLAN · 1 FIXED FEE
MEET OUR TEAM
The specialists protecting family wealth
The specialists behind our tax planning and coordination work — including qualified solicitors employed within the business — supported by our independent FCA-regulated financial planning partner. With over 30 years of specialist experience, we have helped hundreds of families protect their family wealth.
Charles
Founder
Ava
Legal and Tax Director
Dave
Systems Development Director
TAKE THE NEXT STEP
Ready to secure your family’s legacy?
Start with our free webinar to learn how, or go straight to your fixed-fee plan.
