From Complexity to Confidence

Our proven process brings structure, clarity, and peace of mind to every stage of
inheritance tax planning.

OUR PROCESS

The 5-step journey

Our advice process — clarity at every step

Discovery & Setup

You complete a secure online form and receive your welcome pack. This helps us understand your financial position and priorities.

Expert Guidance

Our tax specialists collaborate with qualified solicitors employed within the business and — where regulated financial advice is required — with our independent FCA-authorised partner firm, to design your tailored plan and personalised video guidance.

Review & Clarity

You review your guidance videos and prepare questions for your adviser meetings — turning confusion into understanding.

1-to-1 Online Meetings

You meet your dedicated Bluebond tax planning specialist via Zoom to refine and finalise your strategy. Our full team ensures every detail is right.

Implementation & Ongoing Review

We help you implement your plan and hold annual reviews aimed at reducing your inheritance tax as far as your circumstances legally allow — in many cases to nil.

TRANSPARENT PRICING

Clear fees. Expert advice. No surprises.

Every client begins with a tailored inheritance plan for £797.
If you decide to implement your plan, each step has a pre-agreed fixed fee.
No commissions, no hidden costs, no bias.

Your personal plan (£797)
  • Tailored inheritance plan
  • Written report and video guidance
  • No commitment to implement
Implementation, fixed fees only
  • Transparent quote for each step
  • No commissions, no bias
  • You stay in full control

TECHNOLOGY THAT SIMPLIFIES

Smart tools. Trusted systems.
Seamless collaboration.

Secure Cloud

Access all your documents, reports, and meeting recordings in one private, encrypted cloud.

Data Encryption

Your information is protected by enterprise-grade encryption — confidentiality you can trust.

Video Education

Learn at your own pace through personalised video guidance and our on-demand learning hub.

Collaboration Tools

Meet online, share documents, and stay connected with your advisers — no travel, no delay.

Your secure client portal — every part of your inheritance plan in one place.

Your personal client assistant, trained on your plan and Bluebond expertise for deeper, tailored guidance.

Your public assistant for everyday inheritance questions — simple, impartial, and always available.

Ready to secure your legacy?

Join our free webinar or start your tailored inheritance plan today.