IHT Client profile

What types of people become our clients?

Most of our clients have assets exceed £1 million and as such have a large future Inheritance Tax problem. We have been helping these clients for over 17 years. They are referred to us for advice relating to our specialty in Estate Planning and Inheritance Tax planning. These are considered to be some of the most complex areas of financial planning and so require specialist advisers.

IHT SPECIALIST FOR CLIENTS WITH ASSETS OVER £1 MILLION

If your assets exceed £1 million in value, or at least close to it, you face a number of financial IHT issues not encountered by most other people.

As mentioned above, most of our new clients have current assets valued in excess of £1 million. This includes the following assets:

1. Current equity in their main residence and other property in the UK or abroad.

2. Total current value of cash, pensions and investments less the value of any debts.

3. Current saleable value of their business shares if applicable.

4. Current value of other assets such as royalties or trust funds.

OUR CLIENTS CASE STUDIES

Please find below practical examples of cases we have worked on and see if you find the situation of either of these clients familiar to you.

Case Study #1

Client with current assets in excess of £1.5 million

Case Study #2

Client with current assets in excess of £5 million

Bluebond Tax Planning was set up specially to help people with their estate planning and Inheritance Tax in particular, as it forms the vast majority of our work. Most of our clients are unlikely to pay any Inheritance tax at all despite assets well over £1 million.

Specialising in this value range 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.

WHAT DO WE EXPECT FROM OUR IHT CLIENTS

We ask you to:
  • Give us all the information we need to do the work, to the timescale that you have specified.
  • Make time available to work on items we’ve agreed upon.
  • You also agree to complete and return any paperwork we have asked you to as promptly as possible.
  • Cancel pre-agreed meetings with us only in exceptional circumstances.
  • Agree to give strong consideration to any advice we offer – and we acknowledge your right to reject that advice.
  • Always advise us of any concerns or worries you have about any aspect of your finances.
  • Advise us of any ways you feel our service to you and other clients may be improved.
  • If you are happy with our services and to help enable us to build a profitable high quality Inheritance Tax advice company of which we can be proud, we would be very pleased if you recommend our service to at least two potentially good clients per year.

Avoid paying Inheritance tax with our FREE video tutorial

Find the best way how to avoid Inheritance tax with the most comprehensive video course on UK Inheritance tax. This video guide from our IHT specialist is available for everyone interested in paying zero Inheritance tax and retaining hard earned wealth for their family.

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