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Get Your Plan
Choose the plan that fits your goals
Two fixed-fee plans — one coordinated team of Bluebond tax specialists, employed solicitors,
and independent regulated financial planning partners. Pick the one that
matches what you want to achieve, and we’ll take it from there.
Fixed-Fee Plan
Inheritance Tax Plan
Reduce and, in many cases, substantially eliminate your inheritance tax — protect what you’ve built for the next generation.
For high-net-worth families focused on inheritance tax. A structured, personalised plan that shows you exactly how to reduce or substantially reduce, subject to individual circumstances, inheritance tax, based on your estate, family circumstances and goals. Built by our in-house tax team and employed solicitors, drawing on our independent regulated financial planning partner where appropriate.
Full review of your estate, assets and family situation
Personalised IHT mitigation strategy
Wills, trusts and legal structure review
Legal and accounting structure review
A written plan with clear, actionable next steps
- Unlimited 1:1 meetings with your dedicated Bluebond tax planning specialist.
£797 fixed fee
£297 for webinar attendees
Fixed-Fee Plan
Wealth Plan
Reduce your tax bill and protect your pension, estate and long-term wealth.
For high-net-worth individuals focused on pension, tax & wealth planning. A comprehensive Wealth Guidance Plan covering pensions, income tax, CGT, legal structures and how everything interacts with your estate. Designed to make your wealth more tax-efficient today and protected for the long term.
Full review of pensions and financial strategy
Income tax and capital gains tax assessment
Pension–estate–IHT interaction analysis
Legal and accounting structure review
A written Wealth Strategy with clear next steps
- Unlimited 1:1 meetings with your dedicated Bluebond tax planning specialist.
£797 fixed fee
£297 for webinar attendees
Not sure which plan is right for you?
Join our free webinar with Charles to understand how 19 out of 20 of our clients legitimately pay
zero inheritance tax — and which plan best fits your situation.
