We act as one central point for legal, financial and tax advice to put in place the right plans which eliminate Inheritance Tax. Our goal is to ensure that assets remain in your family bloodline using bespoke Wills and Trusts.
We offer individual solutions which meet specific needs and wishes of our clients. Taking our advice is usually more cost-effective over the long term than just taking out an insurance policy. Specialising in assets valued over £1.5 million helps us understand Inheritance Tax and Estate planning better than a generalist adviser.
About 20 years ago my wife Heather and I set up Bluebond as a separate consultancy business as a specialist in Inheritance Tax and Estate planning. We help the wealthy retired, investment property owners and business owners with their tax planning.
Why I Found Bluebond Tax Planning:
After a few years working as a financial adviser mainly with business owners and professionals like doctors, dentists, accountants etc I found the most value I was bringing to clients was in the area of Inheritance tax advice as the savings when done properly can be huge. I felt there was a gap in the market as solicitors understand the legal side, accountants understand the tax side, and financial advisers understand financial products but almost no one has trained in all 3 areas in depth. I decided to train myself across all 3 areas and have spent the last 16 years advising clients in this specialist area.
My specialist knowledge across legal advice, tax advice and the financial products which impact on IHT is what makes Bluebond such a valuable resource to people with Inheritance tax problems.
My perspective is to help clients legally mitigate all taxes as I see no point in avoiding inheritance tax only to pay more income tax or Capital gains tax. Due to the complexity of Tax planning, I often find that just a few slight changes to the way people hold and deal with their assets can save considerable amounts in Tax over the years.
As Heather and I have also invested in our own property portfolio since 2005 I am also able to help Landlords in their tax planning as invariably professional landlords also have a large IHT problem as well.
Enjoy the journey