Alison Broadberry

Practice Areas

Private Client

Career

Alison joined Edwin Coe in 2016 as Head of Private Client.

Alison acts for high-net-worth UK and non-UK domiciled clients on a wide range of tax, trust and estate planning matters. She advises on and creates solutions to hold, protect and pass on the wealth of her clients to minimise tax and maximise the protection against non-tax threats such as remarriage of the survivor, divorce of beneficiaries, family disputes, financially vulnerable or immature heirs, or simply “too much, too soon”.

She has particular experience of relating the solutions to clients’ financial and investment planning situations and for business owners, of dovetailing personal and business succession planning.

Her experience includes:

Advising on implementing practical estate plans to reduce inheritance tax and preserve wealth for individuals, couples and families; and ensuring that their wealth is preserved to support the surviving heirs and successive generations.

Implementing sensitive, practical and tax efficient estate planning for families where there are children or other heirs from more than one marriage or prior relationship; balancing the needs of the surviving spouse and all the children, minimising the risk of future conflict.

Advising clients owning and acquiring properties (in particular to assist their children on to the property ladder or those wishing to hold “buy to let” properties) on opportunities to save tax and protect the value from non-tax threats.

Advising high net worth clients on creating family trusts and family investment vehicles.

Ensuring assets will pass under tax-efficient and wealth protecting Wills and dovetailing this planning with asset protection trusts for life policies and pensions.

Advising business owners on maximising the availability of entrepreneurs’ relief for capital gains tax and business property relief for inheritance tax; dovetailing personal and business succession planning including advising on business protection strategies often involving the use of life assurance and trusts.