Unlike traditional firms that specialise in just one area, we coordinate legal, tax, and financial planning expertise across our in-house team, employed solicitors and independent regulated partners. This coordinated approach means you receive cohesive, strategic guidance rather than fragmented advice from multiple firms. Plus, our transparent fixed-fee model provides cost certainty that traditional hourly billing cannot match.

Yes, Bluebond provides ongoing support after your plan is implemented, including annual reviews, updates for changes in tax law or your circumstances, and continued support for your trustees or executors. Our relationship doesn't end with plan delivery, we're here to support your legacy for the long term.

We combine specialist expertise across law, tax, and financial planning with transparent fixed fees and a long-standing experience. 19 out of 20 clients pay zero inheritance tax. Our unified approach means you receive cohesive advice without coordinating multiple firms, backed by our 100% money-back guarantee and commitment to exceptional client service.

Working with Bluebond means receiving coordinated inheritance tax advice that brings legal, tax, and financial planning together in one place.

Rather than managing multiple advisers, clients receive a single, joined-up strategy with clear fixed fees. This helps ensure advice is consistent, practical, and focused on solving inheritance tax issues in a structured way.

Bluebond works with individuals and families who need structured, strategic inheritance tax planning for estates typically exceeding £2 million, particularly high-net-worth families, business owners, professionals, and property investors with more complex planning requirements. We focus on comprehensive inheritance tax planning rather than standalone or transactional services, using a unified approach that brings legal, tax, and financial expertise together.

Our £497 initial planning fee reflects our efficient processes and technology, not the quality of advice. We believe comprehensive inheritance tax planning should be accessible to all families who need it. We make our profit from implementation fees for those who choose to proceed, keeping initial planning affordable while maintaining exceptional standards.

Bluebond’s 100% money back guarantee means the initial planning fee is refundable if you are not satisfied with the inheritance plan provided.

The guarantee applies to the initial planning stage only and is designed to give clients confidence when engaging with us, without committing to further work if the plan does not meet expectations.

Bluebond Tax Planning provides the recommendations and guidance contained in your plan. If you choose to implement any recommendation, the relevant work is undertaken separately by the appropriate Bluebond group company or an independent specialist.

We’re responsible for analysing your estate and producing your inheritance tax planning recommendations. Where legal documents, trusts or other implementation work are required, these are undertaken separately by the appropriate Bluebond group company or independent specialist.

We serve clients throughout the UK through our flexible remote consultation services, as well as in-person meetings at our offices. Our technology platform and expertise allow us to provide the same high-quality service regardless of your location in the UK.

After your plan is created, we provide implementation support and ongoing reviews to ensure your plan remains optimal as your circumstances and tax laws change. We offer annual review services to keep your plan current and can assist with any adjustments needed over time.

No, we offer flexible meeting options including video consultations, phone calls, and in-person meetings at our offices if preferred. Our technology platform allows us to work with clients throughout the UK, providing the same high-quality service regardless of location.

The initial planning process typically takes 4-6 weeks from our first meeting to delivery of your comprehensive inheritance plan. This includes time for gathering information, conducting our analysis, and developing your tailored strategy. Implementation timelines vary depending on the complexity of your estate and chosen strategies.

New clients begin with a no-obligation discussion to explore whether we're the right fit. We then conduct a thorough estate analysis and present a comprehensive inheritance tax plan for our fixed fee of £497. This includes detailed calculations, strategic recommendations, and a clear implementation roadmap tailored to your circumstances.

Our comprehensive inheritance plan starts at a fixed fee of £497, with no hourly charges or hidden costs. This transparent pricing means you know exactly what you'll pay from the start, allowing you to focus on securing your legacy rather than worrying about escalating fees. The fee covers our full analysis, strategy recommendations, and detailed implementation plan.

We start with an initial consultation to understand your situation and objectives. Then we conduct a comprehensive analysis of your estate and inheritance tax position. We present a detailed plan with clear recommendations and implementation steps. You decide which elements to implement, and we support you throughout the process with our fixed-fee structure.

Our service includes a comprehensive review of your estate, detailed inheritance tax calculations, a strategic plan utilising all available reliefs and exemptions, implementation guidance, and ongoing support. We coordinate tax planning, legal drafting by our employed solicitors, and — where regulated financial advice is required — our independent FCA-authorised financial planning partner, so your plan is cohesive and aligned.