Buckingham Gate Chartered Financial Planners

"My wife and I had reduced financial outgoings when we moved from a large country house to a small flat in London. This meant we were able to be more flexible about disposing of income-earning assets in terms of potential inheritance tax. We still have reservations about actively parting with assets because we are uncertain about the national and international financial situation. But we have been more than happy with the advice and expeditious actions taken for us by Buckingham Gate in forming trusts which will protect our younger generations from IHT liabilities. Buckingham Gate have been good at being available for questions and keeping us informed."

"Matthew Smith and his team at Buckingham Gate have provided advice to three generations of my family since 2015. We have been impressed by Matthew’s expertise and considered advice. He presents complicated technical information in an accessible format and is always happy to answer questions and provide a bespoke personal service. The Buckingham Gate team are personable and knowledgeable."

"Over the past 4 to 5 years i have had dealings with Buckingham Gate and Matthew Smith in particular. Together with his excellent team they helped me set up an Asset Preservation Trust for the benefit of my sons and subsequently advised my wife and I re updating our wills as well as setting up trusts benefitting our children by minimising potential inheritance tax liability. MS and his team proved invaluable and were very nice to deal with. I would certainly recommend BG and MS."

"Matthew Smith at Buckingham Gate is very professional, knowledgeable and efficient. He provides excellent financial planning advice on many topics, without trying to upsell or pressure you into high commission products, which is rare in my experience. His communication style is clear and helpful. I would highly recommend using him."

"I first met Matthew a few years ago at one of the retirement seminars in London. It is so easy to procrastinate about writing a will, estate planning, power of attorney let alone finding a team you can trust with the sensible investment of your funds. There was nothing like a malignant melanoma to focus the mind and Matthew and the team have been superb. No stone was left unturned during the information gathering stage and the attention to detail meticulous. They make complex situations easy to understand, even the protection of your wealth in trusts. I have complete trust in the team and feel confident that my future wealth is in good hands. Matthew is always very responsive and on hand to answer any queries. Leaving your wealth in safe hands enables you to enjoy more free time having fun. I would have no hesitation in recommending the whole team at Buckingham Gate. So don’t procrastinate, start planning now."