About

Provided by Edwin Coe LLP

Our leading Private Client team assists individuals and families for whom wealth preservation is a fundamental objective.

We act as trusted advisers to individuals, families, trusts and family or owner-run businesses both in the United Kingdom and internationally. We offer continuity and foster close long-term relationships with clients in order to provide sound advice on the various situations that can arise in life, both legal and fiscal, in personal as well as business situations. Confidential and discreet handling of such matters is an essential part of what we offer.

Our areas of expertise include the following:

  • Estate planning (Wills and Lasting Powers of Attorney)
  • Wealth preservation
  • Tax planning
  • Inter-generational succession issues
  • Probate of estates, incl. cross-border estates
  • Intestacy
  • Philanthropic planning
  • Elderly and vulnerable clients
  • Family settlements
  • Family governance structures
  • Lifetime tax planning
  • Establishing onshore and offshore trusts
  • Trust management

Chambers Review

Provided by Chambers

Private Wealth Law - London (Firms)

4
Band 4

What the Team is Known For

Edwin Coe advises high net worth clients on a range of private wealth matters, including tax and trusts, estate administration and succession planning.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

David Goepel
2
David Goepel
2
Band 2
David Goepel regularly advises clients on matters relating to estate administration, succession planning and family governance. He is well regarded for his technical expertise and work on complex matters.

David is extremely cordial, very attentive and reliable.

David is a very senior and seasoned UK private client lawyer. He is phenomenally practical, really good at cutting to solutions, unflappable and one of the nicest people I have ever worked with.

David is a friendly and approachable person. He always provided excellent, clear and concise advice while also going above and beyond to ensure we achieve the best for our clients.

Alison Broadberry
3
Alison Broadberry
Head of Private Wealth Law
3
Band 3

Alison Broadberry has a busy practice, focusing on trusts, estate planning, tax and cross-border probate issues.

Alison brings a positive energy to her work and and is always looking for the best and most commercial outcome. She will move mountains for clients.

Alison is a very safe pair of hands and a competent lawyer.

Jeremy Curtis
5
Jeremy Curtis
5
Band 5

Jeremy Curtis recently joined Edwin Coe as a partner in its private client team, advising clients on a wide range of matters in private wealth, including trusts, estates, and succession planning.

Jeremy is a great solicitor for high net worth clients. He has a real focus on the detail.

Matthew Barnett
5
Matthew Barnett
5
Band 5
Matthew Barnett advises high net worth clients on succession planning, tax and trusts, and estate administration.

Matthew really 'read the room' in a situation that was highly emotional and volatile. His calm and collaborative approach allowed us to work through the highly complex situation.

Matt has a detailed knowledge of the law and puts it to very good effect. He is down to earth and explains the most complicated issues in a way that non-lawyers can easily understand.

Matthew Barnett is incredibly good with clients and probate law. He is very good at making clients feel at ease.

Ranked Individuals at
Edwin Coe LLP

Provided by Chambers
Filter by
Band

London (Firms)

Private Wealth Law

David Goepel
2
David Goepel
2
Band 2
Alison Broadberry
3
Alison Broadberry
Head of Private Wealth Law
3
Band 3
Jeremy Curtis
5
Jeremy Curtis
5
Band 5
Matthew Barnett
5
Matthew Barnett
5
Band 5

Members

Provided by Edwin Coe LLP

Alison Broadberry

Alison Broadberry

Head of Department

Brendan O'Shea

William Edwards