spacer

Alex Rawlinson

Partner

Alex Rawlinson is an Estate Planner and Partner at Buckingham Gate Estate
Planning.

Alex helps individuals and families protect their assets, preserve family wealth and ensure that their wishes are carried out effectively for future generations. He believes that estate planning is about far more than legal documents and tax planning; it is about providing clarity, certainty and peace of mind for clients and their loved ones. Drawing on extensive experience in financial services and business, Alex specialises in helping clients navigate complex estate planning decisions, including Wills, Trusts, Lasting Powers of Attorney and intergenerational wealth planning. He is passionate about making estate planning accessible and understandable, enabling clients to make informed decisions without unnecessary complexity.

Prior to specialising exclusively in estate planning, Alex spent more than a decade working within financial services and has also enjoyed a varied business career, including working internationally and owning and operating businesses in both the UK and overseas. This breadth of experience helps him bring a practical and commercial perspective to the advice he provides.

Alex enjoys building long-term relationships with clients and guiding them through every stage of the planning process, from initial discussions through to implementation and review.

Outside work, Alex enjoys travelling, racquet sports and maintaining an active lifestyle.

Alex's Qualifications

  1. STEP Advanced Certificate in Advising the Family Business
  2.  STEP Advanced Certificate in Will Preparation (England & Wales)
  3. STEP Certificate in Financial Services – Trusts & Estate Planning
  4. STEP Certificate in Trusts and Estates (England & Wales)
  5. Diploma in Regulated Financial Planning (DipPFS)

Professional Memberships

  1. Associate Member of STEP (Society of Trust and Estate Practitioners)
Team
Top