Fees overview for our Inheritance Tax and Planning services
Some financial planners will charge you by the hour – at Bluebond Tax Planning, we prefer a fixed pre-agreed fee arrangement when working with our millionaire clients. If we under quote – that’s our problem. If we quote too much, you can and probably will say no. At least you know up front what it’s going to cost and can make your decision.
All of our fees are fixed and agreed with you in advance of any work being carried out on your behalf.
In the most cases this has the effect of significantly reducing the cost of your Inheritance tax plans over the long term.
The fees we charge will be insignificant compared to the amount of money we will save your family in Inheritance Tax. Usually, a few thousand pounds in fees compared to hundreds of thousands saved.
We are paid in the following ways:
- Planning or Advice: By charging a fee for providing detailed solutions to the issues that concern you.
- Implementing: By being paid fees for arranging the most appropriate solutions for you.
- Recommendation: By being recommended by you because we have delivered great results!
In all cases, we will ask you to pay your fees in advance by cheque or bank transfer. Please see charging details in our FAIR concept of how we work.