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A structured, step-by-step inheritance tax plan — tailored to your situation
Most inheritance tax advice is generic. Our Plan is different.
You get a structured, personalised plan designed to show you exactly how to reduce your inheritance tax — based on your situation.
Personalised analysis of your current situation
Understand exactly where you stand and what risks exist
Clear, practical ways to reduce — and in many cases substantially eliminate — inheritance tax
Real-world strategies you can act on, tailored to your situation.
Expert input across tax (from our in-house team), legal drafting (from our employed solicitors)
Where regulated financial advice is required — independent FCA-regulated financial planning through our partner firm.
A recommended structure for your estate
Covering property, assets and overall wealth
Step-by-step guidance on what to do next
So you know exactly how to move forward
Full cost transparency before any implementation
No surprises, no hidden fees
Unlimited 1:1 calls with your dedicated Bluebond tax planning specialist
Until you fully understand your options.
Your investment
The cost of not planning is far greater than the cost of the plan itself. Here is how we compare:
Comparable planning services
£3,000 – £5,000
Comparable planning at traditional solicitors’ firms is typically
£5,000+
Your Bluebond IHT mitigation Plan
One fixed fee. No hourly charges. No surprises. You only pay for implementation if you choose to proceed.
£797
Step by step: How your IHT plan is created
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)
If you choose to proceed, we can coordinate introductions to the appropriate Bluebond group company or independent specialist for any implementation required. Implementation is optional and is not carried out under your Bluebond Tax Planning engagement.
Not ready to get your plan yet?
Start with a free option and understand what applies to your situation first:
