Your Financial peace of Mind

Inheritance Tax and Estate Planning

Specialist IHT Advisers with over 18 years experience

We help you mitigate and in many cases, eliminate your Inheritance tax and help ensure your assets remain in your family bloodline after you die using bespoke trusts and investment planning. The solutions we offer will be tailored to your specific needs and wishes and are usually much cheaper over the long term than just taking out an insurance policy. We will work together with you to put in place the right plans that will ensure your family pays as little Inheritance Tax as possible.

Bluebond Tax Planning was set up to help people with their Estate Planning and Inheritance Tax in particular, and this forms the vast majority of our work.

Specialising in assets value over £1.5 million helps us understand your Inheritance Tax and Estate planning better than a generalist adviser.

We choose to specialise in an area where very few other advisers work.

Most of our clients are unlikely to pay any Inheritance Tax at all despite assets well over £1 million.

About Bluebond Tax Planning

100+ happy clients

£1,000,000+ saved from IHT

18+ years of specialist IHT advice experience

OUR CLIENTS

Are you the type of client we can help?

Most of our clients have assets which exceed £1 million. Inheritance tax and Estate planning are considered to be some of the most complex areas and so require specialist advisers.

HOW WE WORK

We are FAIR

We are using our unique FAIR advice concept to help our clients recieve advice simply and effectively.

We allow you to pay for each stage as you go along without being obliged to proceed further.

WHY CHOOSE US

Why Bluebond Tax Planning

Bluebond has been providing a comprehensive specialist service for clients with over £1 million in assets for more than 18 years. We ensure your family pays zero Inheritance Tax.

Protect your wealth and children from Inheritance Tax

Check our Video Guide about how to avoid Inheritance Tax

We know understanding how to avoid Inheritance Tax is complex. It’s also not effective to avoid Inheritance Tax only to end up paying another type of tax. For that reason we have developed IHT Video Guide to help all people dealing with Inheritance Tax issues.

We are only advisers who provide with comprehensive information in advance through our free video tutorial to ensure all of our clients get the best of Inheritance Tax financial planning when working with us. Our comprehensive and experienced tax planning advice will help you avoid or reduce all your taxes.

What our clients say about us

D & T Pattie – Retired Couple

We thank you for your patience in explaining things several times over as we tried to grasp and understand the intricacies of Inheritance Tax and how to mitigate the effect on our estate. We look forward to working with you for many years.

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Frank Hibberd – Retired gentleman

It is gratifying to finally come across an adviser who gives sensible ongoing advice which is very client focused. In our case in particular, it is nice to know that we now have high degree of certainty on our  Inheritance tax liabilities for the future.

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Tony & Sue Perriss 

… I am writing to thank you for your help on our Inheritance Tax and Estate planning. It is nice to know that we can now be certain that our daughter will inherit our money without giving a large slice of it to the government – unless we decide to spend it first.

Read the full testimonial

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Do your assets exceed £1.5 million?

Sign up to our FREE Video Guide about How to avoid Inheritance Tax specifically designed for you.