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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: lawyers, tax, investment and financial experts under one roof.
ONE UNIFIED TEAM
Legal, tax, investment & financial
All under one roof
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 adviser 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.
At Bluebond, lawyers, tax, investment and financial experts sit under one roof, 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
Our tax specialists and employed solicitors work alongside an independent FCA-regulated financial planning partner — every recommendation coordinated across disciplines, never contradictory.
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 Unified
Team, One Aligned Plan
Legal, tax, investment and financial experts working as one cohesive unit — every recommendation coordinated across disciplines, never contradictory.
02
Transparent Fixed Fee
One comprehensive fixed fee for your entire plan—no hourly billing, no percentage-based fees, no surprises.
03
One Dedicated Adviser
A single point of contact 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
Everything under one roof — coordinated, not fragmented
Most families juggle a solicitor, an accountant, an investment manager and a financial planner — each siloed. Bluebond delivers all of these disciplines as one coordinated plan, from design to implementation and review.
5 DISCIPLINES · 1 UNIFIED TEAM · 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
Managing Director
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.
