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What’s Included
Comprehensive inheritance tax assessment
Coordinated tax planning by Bluebond’s in-house team, will/trust drafting by our employed solicitors, and — where regulated financial advice is required — an introduction to our independent FCA-regulated financial planning partner.
Tailored strategy to protect your wealth
Fixed £797 fee — no hidden costs
Expert guidance every step of the way
Peace of mind for you and your family
What Happens Next
Detailed Questionnaire
You’ll receive a comprehensive questionnaire about your financial situation, family circumstances, and priorities to help us understand your unique needs.
Client Portal Access
Gain immediate access to our client portal featuring expert educational videos, resources, and tools to support your planning journey.
Expert Team Analysis
Our in-house tax specialists, employed solicitors, and — where regulated financial advice is required — our independent FCA-authorised partner firm, work together to create your personalised, comprehensive plan.
Receive Your Plan
Within 4–6 weeks, you’ll receive your complete, tailored inheritance plan with clear recommendations, implementation costs, and next steps.
1:1 Consultations
Unlimited online consultations to discuss your plan, clarify advice, and answer all your questions until you’re ready to proceed.
Implementation Support (Optional)
We can help implement your agreed plan — costs are clearly outlined in your personalised plan. Implementation is optional and not included in the £797 fee.
