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A structured, step-by-step wealth plan — tailored to your situation
Most pension and tax advice is generic. Our Plan is different.
You get a structured, personalised plan designed to show you exactly how to reduce your tax bill and protect your pension and estate — based on your situation.
Full review of the tax implications of your pension position and how it interacts with your estate. Any resulting regulated financial or pension advice is provided by our independent FCA-authorised partner firm.
Income tax and capital gains tax (CGT) assessment
Analysis of how your pension interacts with your estate and IHT position
Legal structure review — including wills, trusts, and family arrangements
Guidance on tax and legal structures that can be used to protect family assets. Any regulated investment or insurance decisions must be taken with an FCA-authorised adviser — we can introduce our independent partner firm where appropriate.
A written Wealth Strategy, tailored to your situation
Clear, actionable next steps — no jargon
Unlimited 1:1 meetings with your dedicated Bluebond tax planning specialist
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
Traditional legal firm fees
£5,000+
Your Bluebond Wealth Guidance 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 Wealth 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 unified team of legal, tax, inheritance and financial specialists work together to create your personalised, comprehensive plan.
Receive Your Plan
Within 4 weeks of receiving your financial information, you’ll receive your complete, tailored wealth guidance plan with clear recommendations and next steps.
1:1 Consultations
Unlimited 1:1 meetings with your dedicated Bluebond tax planning specialist 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:
