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Welcome to Buckingham Gate

Our mission is to empower our clients and their families to enjoy their wealth and to protect legacies for generations to come.

With the most dedicated team in Estate Planning, we make this possible by creating simplicity out of complexity and acting as the guardians of our clients’ financial wellbeing.

Buckingham Gate is an award-winning firm of Estate Planners. We pride ourselves on our ability to create innovative and holistic Estate planning solutions for our clients. We help clients pass on their estates to their loved ones with a lower tax burden than they ever thought possible.

Running through everything we do is a theme of elegant simplicity. We love taking complex financial situations and simplifying them for our clients so that they can enjoy a worry-free financial life.

OUR SERVICES INCLUDE:

Estate Planning – We help our clients to plan a legacy for their loved ones. Our work helps families create a meaningful estate plan, implement the required legal tools to bring it to life and then provide follow-up services to support families.
Inheritance Tax Mitigation – We provide advice and guidance to clients to help them legitimately reduce their Inheritance Tax liabilities, leaving a greater legacy for those they care about the most.
Wills & Trust Drafting – If required, we can prepare tax-efficient new Wills and Trusts to give effect to our Estate Planning Recommendations.
Lifetime Gifting Advice – We can advise on and help to implement a lifetime gifting strategy for clients, often assisting in the dual aims of supporting children or grandchildren, while also reducing potential Inheritance Tax liabilities.
Asset Protection – We can recommend solutions that provide significant protection for assets in the events of divorce, separation, bankruptcy and many other ‘social impact’ threats to family wealth.
Probate & Estate Administration – We support families all the way through to the next generation. Having implemented an Estate Plan for a client, who better to then advise on Probate and Estate Administration? Our Assisted Probate Service takes away all the heavy lifting at what can be an incredibly difficult time for families.

Why Us → Webinars →

 

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buckingham gate

About Us

We started life on Buckingham Gate, which is where we take our name from.  We are now based on King William Street, near London Bridge in the heart of London, however we serve clients from across the UK.

Our exceptionally talented and highly qualified team have the ability to combine both estate and financial planning elements to help you achieve your goals and attain the financial future you dream of.

Please browse our website or contact us today to find out more.

Contact Us →

Bob & Mary

Keith & Sally

3 Steps to Build Your Estate Plan

step 1

Schedule your
Discovery Meeting

The discovery meeting is all about you. We will take the time to fully understand you and your family and give you the time and space to articulate your objectives. Only once we have the full story we will set out how we can help you implement your ideal Estate Plan.

step 2

Create your
Bespoke Estate Plan

Work with our experienced Estate Planners to create a personalised plan for you and your family.

step 3

Implement
the Estate Plan

We take care of all the heavy lifting and paperwork to bring your plan to life.

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Get in Touch

Whether you are a private individual, business owner, existing client or a new enquiry, we are very happy to hear from you.


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