Six Step Process
Buckingham Gate provide a truly bespoke Estate Planning service. Your Estate Planning journey begins with a Discovery Meeting and the below graphic shows the road ahead from there.
Buckingham Gate Estate Planning Ltd.
6-Step Estate Planning Process
Discovery
Meeting
(Meeting 1)
- The Discovery Meeting is all about you. We will take the time to really listen to your personal, family and business objectives.
- You’ll talk about the issues that you need help with.
- We will ask you some thought-provoking questions to get you to consider what’s really important to you.
- You will get a feel for how we can help you and the service that your Estate Planner will provide.
The
Planning Meeting
(Meeting 2)(if required)
- We will meet again to clarify some specific lifestyle objectives that you wish to focus on.
- We will show you a ‘road map’ of your financial future and some of the options and compromises available to you.
- We will collect all of the information we require to begin creating your comprehensive Estate Planning recommendations.
Creation of Your Estate Planning Recommendations
- We will analyse and research all of the Estate Planning options available to you.
- We will craft these into a set of personal recommendations to suit you, your family and your own goals and objectives.
- We will produce your written advice and recommendations report and send this to you to consider ahead of our next meeting.
Presentation of Your Estate Planning Recommendations
(Meeting 3)
- We will meet again to talk you through our Estate Planning recommendations.
- We will take the time to answer any questions you may have.
- We will agree on an implementation plan and discuss the next steps with you.
Implementation of Your Estate Planning Recommendations
- We will take care of all of the work involved in implementing your Estate Planning recommendations.
- We will arrange an instruction-taking meeting to take instructions from you if we will be drafting any new Wills and Trusts as part of your plan.
- We will begin work on implementation of any other tax or Estate Planning actions.
Our Ongoing Estate Planning Relationship
- We have a range of ongoing services and support options for you to help maintain your plan and keep it relevant for years to come.
- Some clients will choose to engage with us on an ad-hoc basis, while others will prefer an ongoing service.
- We will explain the options we think are right for you once we have implemented your Estate Plan.
Clients facing vulnerable circumstances
At Buckingham Gate, our view is that many of our clients are likely to have at least one aspect of their circumstances that could indicate vulnerability and as a result, our process is designed with that in mind:
- We encourage the attendance of more than one party where appropriate.
- We allow roughly four weeks between meetings to allow clients to collect their thoughts.
- We always give the advice in writing first to allow clients to consume it in their own time without pressure.
- We keep clear, accurate and complete records by recording all calls and meetings, as this provides evidence that we have acted with integrity and in the best interests of the client.
