This page explains our IHT services and how we work with our clients

Our IHT Planning
Systems

We work with people who expect their Estates on the death of both partners to reach in excess of £1 million.

  • We apply a holistic approach to estate and tax planning – treating all aspects of your financial life as part of a connected plan – recognising the connections and where possible, finding solutions that deal with more than just a single issue.
  • We provide you with a comprehensive plan to eliminate your inheritance tax and reduce other taxes. We recommend our high-quality partner Lawyers and Tax Advisers for any specialist work required to implement your plan.

We offer comprehensive tax planning service suitable for most clients.

  • We offer a review of your overall tax position to establish how best you can rearrange your financial affairs to avoid as much tax as possible.
  • We work together with a number of highly qualified tax accountants and tax Lawyers to provide tax solutions for people who have generated high potential liabilities in most types of tax, including corporation tax.
  • The service aims to reduce your overall tax liability by the use of both straightforward and more complex tax planning advice.

Advanced Tax Planning
System

Advanced Tax Planning
System

We offer comprehensive tax planning service suitable for most clients.

  • We offer a review of your overall tax position to establish how best you can rearrange your financial affairs to avoid as much tax as possible.
  • We work together with a number of highly qualified tax accountants and tax Lawyers to provide tax solutions for people who have generated high potential liabilities in most types of tax, including corporation tax.
  • The service aims to reduce your overall tax liability by the use of both straightforward and more complex tax planning advice.

Inheritance Tax Elimination Process

After providing you with our advice, we will help you implement all aspects of your plan that you wish to progress with.

  • Any regulated financial advice will not be provided by Bluebond but by a separate FCA regulated company.
  • The legal work is done by our recommended Lawyers.
  • Specialist tax work like setting up Limited Liability Partnerships,  Family Investment Companies and Employee Benefit Trusts are done by Bluebond Tax Solutions Ltd.

How we work FAQ

How will your services benefit me?

We recognise that people care most about legally avoiding tax as quickly and safely as possible without wasting money along the way.

  • We help you implement your inheritance tax and estate planning as simply and securely as possible.

  • We help you recognise and reduce the inherent risks in a way which considerably improves the likelihood of your success.

  • We help you do this by selecting and implementing the most appropriate strategies for you.

Why should I pay the fixed fee?

Despite what many would have you believe, there is no such thing as “free” advice. As is the case with most things in life, you get what you pay for. A fixed fee quoted to you in advance of work being carried out gives you the peace of mind that you know exactly what you will get for your money in advance of proceeding. Hourly rate charging does not give you this benefit.

What sort of guarantee do I have on the quality of your services?

Firstly we would like to point out that it is very rare to get any sort of service guarantee from a professional services company.

We want you to be delighted with the work we do for you. We are therefore pleased to offer you an unconditional service guarantee. If our service falls short of your expectations for any individual transaction, we will refund any amount that you consider to be appropriate, up to the total fee for that transaction, irrespective of our views.

How much time will be needed to resolve my IHT problems?

As an individual client, once the initial series of meetings is concluded, we may require as little as one meeting each year. If you are a retired client, meetings every 3 years may be all that is necessary. We ensure that every client is treated individually and we will set up a suitable number of review meetings to ensure you meet your goals and objectives.

What areas of the country do you cover?

As we conduct most of our meetings online, we cover all areas of the country.

For clients who are not highly computer literate, this may sound daunting at first.  However, it is as simple as opening an email and click on a link to be connected. Once clients have used Zoom online meetings once they are normally happy to continuing receiving advice this way. It is so simple and convenient never having to leave home. All is required is that you have a good broadband connection and we will help sort out the rest.

If you would prefer a face to face meeting we are happy to meet with you at our offices in Wheathampstead near St Albans ( AL4 8FE). We can, of course, meet clients at their homes if required, but to ensure we treat all clients fairly, we will have to charge our travelling time at £150 per hour.

How do I find out more?

As we conduct nearly all of our meetings online using the video conferencing app Zoom, we cover all areas of the country.

Zoom is so simple and convenient as you never have to leave home. It enables us to discuss points “face to face” and using screen sharing I can show you and talk you through documents and diagrams as if we were in the same room.

All is required is that you have a good broadband connection, and we will help sort out the rest.

For clients who have not used Zoom before, this may sound daunting at first. However, it is as simple as opening an email and clicking on a link to be connected. Once clients have used Zoom once they are happy to continue receiving advice this way.

If you would prefer a face-to-face meeting in person we are happy to meet with you at our offices in Wheathampstead near St Albans (AL4 8FE). We can, of course, meet clients at their homes if required, but to ensure we treat all clients fairly, we will have to charge for travelling time.

We help UK residents with over £1 million in current assets pay ZERO in inheritance tax

One stop comprehensive specialist advice - Tax, financial planning and legal advice service service with 18 years experience.

How We Work with You

We act with integrity, honesty and openness in everything we do for and with you.

We respect the confidentiality of our working relationship.

We provide you with unbiased, comprehensive financial planning advice.

We meet the deadlines we set.

The information contained in this web site is for UK consumers only.  Like most firms of solicitors and accountants, Bluebond Tax Planning is not regulated by the FCA. The content of this website does not constitute FCA regulated financial advice and all content is provided for general information purposes only. Bluebond is not responsible for any action you may take as a result of information on this site. All advice will be delivered on a personal basis once we fully understand your situation and our client agreements have been signed.

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