Matthew Smith

In this episode of Progress in Practice, Charlie sits down with Matthew Smith, founder of Buckingham Gate Chartered Financial Planners — an award-winning London firm specialising in estate planning, intergenerational wealth transfer and inheritance tax mitigation.

Matthew shares the remarkable story behind the business: a near-fatal allergic reaction on his honeymoon that landed him in a Las Vegas hospital for 19 days and gave him the push to finally start his own firm. He explains how Buckingham Gate has turned competitors into clients by building a sophisticated digital marketing system that now generates consistent client introductions for a network of partner advisers, and why inheritance tax is no longer just a problem for the ultra-wealthy.

If you've ever wondered how to scale a business without endlessly multiplying headcount, this one's for you.

To learn more about Matthew and Buckingham Gate click here: https://buckinghamgate.co.uk/

To connect with Matthew visit https://www.linkedin.com/in/matthewsmithapfs