Private Wealth Law
High Net Worth Guide 2024 : London (Firms)
Band 4
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
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
"The team is highly qualified and experienced."
"The team provided faultless communications and expert advice in a professional manner. It also always seemed to have an expert on hand to help. I always received a prompt response to my enquiries."
"The team is highly qualified and experienced."
"The team provided faultless communications and expert advice in a professional manner. It also always seemed to have an expert on hand to help. I always received a prompt response to my enquiries."
Notable Practitioners
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 incredibly generous with his time; I can always call him and he is incredibly practical in terms of coming up with solutions. He is genuinely one of the nicest people you would ever speak to."
"David Goepel is measured, thoughtful, knowledgeable and thorough. He is always ready to help."
"David is a hidden jewel, he really knows it all and gets on with clients. He is very practical and resolves things in a way which leaves everyone’s peace of mind intact. He is a solid individual."
Alison Broadberry focuses her practice on matters relating to trusts, estate planning, tax and cross-border probate.
"Alison Broadberry is one of a kind, very knowledgeable and incredibly personable. Clients warm to her."
"Alison instinctively understands the human and business issues confronting private clients. She has wide general knowledge and legal experience, and particular expertise in tax and insurance."
"Alison Broadberry is hard-working, client-focused and just lovely to deal with."
Matthew Barnett advises high net worth clients on succession planning, tax and trusts, and estate administration.
"Matthew Barnett can relate to any client from any background and explain complex things in a really easily digestible way. He really cares about his clients."
"Matt Barnett is an excellent lawyer and a safe pair of hands on UK wills and probate work. He also has an excellent bedside manner."
Ranked Individuals at
Edwin Coe LLP
London (Firms)
Members
Provided by Edwin Coe LLP