England - London • Private client

Edwin Coe LLP

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Edwin Coe LLP  is praised for being ‘a very discreet, Rolls-Royce practice, where the client is far more important than the solicitor, and service is everything’. It has some strong relationships with a number of the leading wealth management organisations in the UK and internationally. Alison Broadberry – who has ’bundles of fizzing legal energy’ – and David Goepel – a ‘deep thinker and clear communicator’– co-head the department. The team is increasingly advising on high-value, complex, cross-jurisdictional estates both during a person’s lifetime and after death. Matthew Barnett is another leading member of the department who acts for high- and ultra-high-net-worth individuals on a wide range of tax, trust, estate and succession planning matters. Ben Harle left the firm in November 2022.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • 'David Goepel - hides a steely strategic brain behind masses of charm'.
  • ‘The team has some brilliant private client lawyers. Matthew Barnett & Anna Primrose are both excellent private client lawyers. Their mastery of administration of complex estates is extremely impressive'.

  • ‘Excellent at advising private clients and trustees on trust law, tax and insurance related products. Alison Broadberry’s sympathetic manner and in-depth knowledge of trust law, tax and insurance related products cuts through the jargon and delivers brilliant results for the client’.

  • ‘David Goepel: deep knowledge and expertise in trust matters. Solution-oriented. Good communication skills and a very agreeable person to work with. Have worked with David for the past 15 years or so'.

  • ‘David Goepel stands out for his intellect and ability to navigate problems, particularly on the international side. He delivers advice in a simple and clear way, and it is always comforting to have his involvement'.

  • 'Alison Broadberry has decades of experience in UK private client matters. She is very personable and incredibly thorough'.
  • ‘Partner David Goepel has a brain the size of a planet, an easy manner that his clients love and an even more loveable sense of humour. Senior associate Eva Moynihan is extremely capable, able to handle the most complex files and families'.
  • 'Partner Mathew Barnett is another tremendous asset for the firm and a rock for his clients’.

Key clients

  • St. James’s Place
  • Hoopers

Lawyers

Leading individuals

Matthew Barnett

Matthew Barnett

Edwin Coe LLP

Matthew joined the Private Client team as a Partner in 2019 from Harbottle & Lewis. Matthew acts for high-net-worth individuals on a wide range of estate and succession planning issues. He has extensive experience in advising high-net-worth clients on lifetime gifting and on the use of wills and trusts for the protection of wealth for future generations. He regularly advises trustees on their duties, responsibilities and specific aspects of tax and trust planning. Matthew also advises business owners and entrepreneurs on business succession planning. Matthew has vast experience in probate and estate administration and has dealt with many high value, complex and multi-jurisdictional estates throughout his career. He often advises beneficiaries of estates on succession planning involving post-death variations. Matthew also has particular experience in advising clients on mental capacity issues such as Lasting Powers of Attorney and Deputyship applications to the Court of Protection.

David Goepel

Edwin Coe LLP

David joined the Private Client department of Edwin Coe as a partner in January 2009 from Withers LLP, where he qualified as a solicitor in 2000. He heads Edwin Coe’s Charity Group and acts for a wide range of private clients, including high-net-worth individuals and trustees and deals with a broad range of private client trust and tax work, both onshore and offshore. Much of David’s time is spent in advising private clients on cross-border issues, including the co-ordination of advice in a number of different jurisdictions.David is particularly interested in the field of charities and philanthropy. He has advised a number of UK charities both national and local on a variety of legal issues, including the powers and duties of charity trustees, tax issues affecting charities and dealings with the Charity Commission and other regulators. David also has extensive experience of advising charitable donors, often in a cross-border context, in establishing and registering family charitable foundations and facilitating cross-border charitable gifts tax efficiently. He also works with colleagues in other practice areas across the firm to meet the full range of legal services which charities require.

Practice head

The lawyer(s) leading their teams.

Alison Broadberry, David Goepel

Other key lawyers

Matthew Barnett, Anna Primrose, Eva Moynihan