Home based Financial Advisor

Fully remote Bluebond Tax Planning is a specialist, fee-based estate planning and inheritance tax (IHT) advisory firm with over 20 years of experience. We work exclusively with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, helping them legally reduce or eliminate inheritance tax while ensuring their wealth is protected for future generations. Our consultative, non-sales-driven approach means no cold calling or outbound prospecting—clients come to us through marketing and high-quality introductions. As a trusted partner, we provide expert guidance on legal work, tax advice, and regulated advice strategies, ensuring our clients achieve long-term financial security. Work with an elite client base in the HNW/UHNW space High-quality leads provided—your focus is on advising, not prospecting Hands-on experience in IHT, trusts, and estate planning Ongoing professional development and career progression opportunities Strong knowledge or keen interest in IHT, trusts, and estate planning A proactive mindset with a desire to grow within the HNW/UHNW advisory space All advisors work for both Bluebond and our separate, independent, regulated financial advisory company, to which all clients are referred.