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“Approachable, reputable, personal & personable, professional & knowledgeable.”
The Legal 500 UK 2023

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.

Chambers High Net Worth 2023 Ranking

  • Private Wealth

Legal 500 UK 2024 Ranking

  • Private Client – Personal tax, trusts and probate

Contact our Private Client team
telephone: 020 7691 4000 or email: enquiries@edwincoe.com

Quotes

Their mastery of administration of complex estates is extremely impressive.
The Legal 500 UK 2024
Their mastery of administration of complex estates is extremely impressive.

The Legal 500 UK 2024

Excellent at advising private clients and trustees on trust law, tax and insurance related products. Alison Broadberry�...
The Legal 500 UK 2024
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.

The Legal 500 UK 2024

The team undertakes difficult and sensitive work for the full range of private clients with quiet competence and dedicat...
The Legal 500 UK 2023
The team undertakes difficult and sensitive work for the full range of private clients with quiet competence and dedication. They are especially good at the client-care side of the job. More than once I have seen clients with real difficulties – both technical legal difficulties and emotional/family ones – rely heavily on the firm’s compassionate approach. They couple this with a pragmatic understanding of tax risks and a good working relationship with counsel of all levels of call to whom they are not afraid to turn for complex or finely-balanced matters’.

The Legal 500 UK 2023

Approachable, reputable, personal & personable, professional & knowledgeable.
The Legal 500 UK 2023
Approachable, reputable, personal & personable, professional & knowledgeable.

The Legal 500 UK 2023

They are all consistently good at explaining things to the lay client and to other professionals in a clear, concise and...
Chambers High Net Worth 2022
They are all consistently good at explaining things to the lay client and to other professionals in a clear, concise and accessible way. They help simplify things well. They are carving out a very good niche for themselves.

Chambers High Net Worth 2022

The firm is particularly good at understanding the business issues affecting private clients.
Chambers High Net Worth 2022
The firm is particularly good at understanding the business issues affecting private clients.

Chambers High Net Worth 2022

Edwin Coe are extremely good at complex matters, with a great attention to detail.
Chambers High Net Worth 2022
Edwin Coe are extremely good at complex matters, with a great attention to detail.

Chambers High Net Worth 2022

First class trust, probate and private client tax expertise; specialised knowledge of the complexities of mass marketed ...
The Legal 500 UK 2022
First class trust, probate and private client tax expertise; specialised knowledge of the complexities of mass marketed insurance based products. Alison Broadberry brings wide experience and a thorough knowledge of the personal and tax issues confronting private clients. She doesn’t just tell you what the law is, but uses this knowledge and experience to recommend a sensible and business-like course of action.

The Legal 500 UK 2022

The lawyers think outside the box rather than simply reciting the law back to you. Alison Broadberry and David Goepel �...
The Legal 500 UK 2022
The lawyers think outside the box rather than simply reciting the law back to you. Alison Broadberry and David Goepel – they give thoughtful, insightful answers to questions rather than generic answers.

The Legal 500 UK 2022

David Goepel is excellent technically, super with clients and a calm and effective negotiator.
The Legal 500 UK 2022
David Goepel is excellent technically, super with clients and a calm and effective negotiator.

The Legal 500 UK 2022

Matthew Barnett is exceptionally knowledgeable and able to communicate complex advice in a way that is understandable an...
The Legal 500 UK 2022
Matthew Barnett is exceptionally knowledgeable and able to communicate complex advice in a way that is understandable and practical. Matthew is down to earth, approachable and clients and colleagues love him.

The Legal 500 UK 2022

One of the best teams of which most people have never heard. Alison Broadberry is endeavouring to shine the deserved spo...
The Legal 500 UK 2022
One of the best teams of which most people have never heard. Alison Broadberry is endeavouring to shine the deserved spotlight on this team, which has great quality, ability and charisma at all levels.

The Legal 500 UK 2022

Alison Broadberry – indefatigable, effervescent and delightful, Alison is utterly committed to providing an exceptiona...
The Legal 500 UK 2022
Alison Broadberry – indefatigable, effervescent and delightful, Alison is utterly committed to providing an exceptional service to her clients.

The Legal 500 UK 2022

I've had a fabulous experience with Edwin Coe – what I like about them is that they think outside of the box, they are...
Chambers High Net Worth 2021
I've had a fabulous experience with Edwin Coe – what I like about them is that they think outside of the box, they are really straightforward and creative.

Chambers High Net Worth 2021

Alison is very good at mastering her brief, she is extremely good with clients and incredibly intelligent. She is very h...
Chambers High Net Worth 2021
Alison is very good at mastering her brief, she is extremely good with clients and incredibly intelligent. She is very human in her approach and clients adore her.

Chambers High Net Worth 2021

They have a good outfit for private client matters. Their advice is always spot on and they are very accessible.
Chambers High Net Worth 2021
They have a good outfit for private client matters. Their advice is always spot on and they are very accessible.

Chambers High Net Worth 2021

Matthew Barnett has long been my go-to man to send clients to for wills and trusts and he always gains their trust.
The Legal 500 UK 2021
Matthew Barnett has long been my go-to man to send clients to for wills and trusts and he always gains their trust.

The Legal 500 UK 2021

David Goepel is one of the absolute stars of the private client world. No trumpet-blowing, but just sheer class. He know...
The Legal 500 UK 2021
David Goepel is one of the absolute stars of the private client world. No trumpet-blowing, but just sheer class. He knows the technical side, inside out, but provides solutions rather than obstacles, and solutions which work. Wendy Hall’s knowledge, poise and delivery were equal to lawyers many years her senior. A class act.’

The Legal 500 UK 2021

The firm that really does go the extra yard. Nothing is too much trouble, and its clients hugely appreciate the devotion...
The Legal 500 UK 2021
The firm that really does go the extra yard. Nothing is too much trouble, and its clients hugely appreciate the devotion to service at the highest levels. One of the few firms I recommend to my friends.

The Legal 500 UK 2021

My overall impression of Edwin Coe is that it is a strong, well-organised firm with top lawyers.
The Legal 500 UK 2021
My overall impression of Edwin Coe is that it is a strong, well-organised firm with top lawyers.

The Legal 500 UK 2021

Excellent knowledge and understanding of the tax and wider issues confronting private clients and trustees. Well able to...
The Legal 500 UK 2021
Excellent knowledge and understanding of the tax and wider issues confronting private clients and trustees. Well able to compete on equal terms with all the majors in this field.

The Legal 500 UK 2021

The firm that really does go the extra yard. Nothing is too much trouble, and its clients hugely appreciate the devotion...
The Legal 500 UK 2021
The firm that really does go the extra yard. Nothing is too much trouble, and its clients hugely appreciate the devotion to service at the highest levels. One of the few firms I recommend to my friends.

The Legal 500 UK 2021

Excellent knowledge and understanding of the tax and wider issues confronting private clients and trustees. Well able to...
The Legal 500 UK 2021
Excellent knowledge and understanding of the tax and wider issues confronting private clients and trustees. Well able to compete on equal terms with all the majors in this field.

The Legal 500 UK 2021

Matt is always a pleasure to work with and is particularly strong on non-contentious tax and wealth planning.
The Legal 500 UK 2021
Matt is always a pleasure to work with and is particularly strong on non-contentious tax and wealth planning.

The Legal 500 UK 2021

They're a hidden gem.
Chambers High Net Worth 2020
They're a hidden gem.

Chambers High Net Worth 2020

It's an extremely professional firm; they are friendly, courteous and efficient. The key thing is that they always give ...
Chambers High Net Worth 2020
It's an extremely professional firm; they are friendly, courteous and efficient. The key thing is that they always give good advice.

Chambers High Net Worth 2020

Edwin Coe is a well-organised firm with top lawyers.
Chambers High Net Worth 2020
Edwin Coe is a well-organised firm with top lawyers.

Chambers High Net Worth 2020

Coolness under pressure, unusually high levels of good sense for such high-quality legal analysis and creativity. A stan...
The Legal 500 UK 2020
Coolness under pressure, unusually high levels of good sense for such high-quality legal analysis and creativity. A stand-out firm for references where other firms have a conflict, which speaks very highly of its perception among its peers.

The Legal 500 UK 2020

Very helpful team that is always pleasant to work with. The team is at the top in terms of competency. Good technical kn...
The Legal 500 UK 2020
Very helpful team that is always pleasant to work with. The team is at the top in terms of competency. Good technical knowledge but able to be practical with clients.

The Legal 500 UK 2020

A lovely firm to deal with, being big enough to have depth in knowledge and experience but small enough to have that rea...
Chambers High Net Worth 2019
A lovely firm to deal with, being big enough to have depth in knowledge and experience but small enough to have that real personal touch.

Chambers High Net Worth 2019

They've been impressive, they've bolstered their tax advisory piece and have been very intuitive.
Chambers High Net Worth 2019
They've been impressive, they've bolstered their tax advisory piece and have been very intuitive.

Chambers High Net Worth 2019

There is nothing they couldn't handle, they handle complex matters.
Chambers High Net Worth 2019
There is nothing they couldn't handle, they handle complex matters.

Chambers High Net Worth 2019

Alison Broadberry has an excellent understanding of business and family issues that affect the seriously wealthy. She cu...
The Legal 500 UK 2019
Alison Broadberry has an excellent understanding of business and family issues that affect the seriously wealthy. She cuts through the rubbish to offer solutions.

The Legal 500 UK 2019

David Goepel provides great client service and advice.
The Legal 500 UK 2019
David Goepel provides great client service and advice.

The Legal 500 UK 2019

Their strongest points are undoubtedly care and communication with clients. Their technical ability in complex cases is ...
Chambers High Net Worth 2018
Their strongest points are undoubtedly care and communication with clients. Their technical ability in complex cases is something we are very comfortable to rely on.

Chambers High Net Worth 2018

They're articulate, they give good advice, they're very caring, very efficient and they certainly know their job.
Chambers High Net Worth 2018
They're articulate, they give good advice, they're very caring, very efficient and they certainly know their job.

Chambers High Net Worth 2018

Their strongest points are undoubtedly care and communication with clients. Their technical ability in complex cases is ...
Chambers High Net Worth 2018
Their strongest points are undoubtedly care and communication with clients. Their technical ability in complex cases is something we are very comfortable to rely on.

Chambers High Net Worth 2018

They're a one-stop shop for problems that we have so that whatever problem we have can be tackled.
Chambers High Net Worth 2018
They're a one-stop shop for problems that we have so that whatever problem we have can be tackled.

Chambers High Net Worth 2018

Edwin Coe LLP has an excellent, highly skilled and experienced team that manages numerous cases. Overtime it has develop...
The Legal 500 UK 2017
Edwin Coe LLP has an excellent, highly skilled and experienced team that manages numerous cases. Overtime it has developed a fail safe system for managing and progressing sometimes complex cases involving numerous beneficiaries.

The Legal 500 UK 2017

In the Private Client field, Edwin Coe is very impressive.
Chambers UK 2017
In the Private Client field, Edwin Coe is very impressive.

Chambers UK 2017

They are absolutely marvellous.
Chambers UK 2017
They are absolutely marvellous.

Chambers UK 2017

Nick Giles advice is always invaluable. I could not recommend him highly enough.
Chambers UK 2017
Nick Giles advice is always invaluable. I could not recommend him highly enough.

Chambers UK 2017

David Goepel is very charming, incredibly friendly and approachable. He is never fazed, and is very welcoming, but at th...
Chambers UK 2017
David Goepel is very charming, incredibly friendly and approachable. He is never fazed, and is very welcoming, but at the same time projects confidence.

Chambers UK 2017

David Goepel provides extremely clear advice and devises extremely imaginative solutions to complex cross-border matters...
The Legal 500 UK 2016
David Goepel provides extremely clear advice and devises extremely imaginative solutions to complex cross-border matters.

The Legal 500 UK 2016

I cannot speak highly enough of the relationship I have had with Edwin Coe over the past couple of years.
Chambers High Net Worth 2016
I cannot speak highly enough of the relationship I have had with Edwin Coe over the past couple of years.

Chambers High Net Worth 2016

At all times the people at Edwin Coe were sensible, sensitive, correct and direct.
Chambers High Net Worth 2016
At all times the people at Edwin Coe were sensible, sensitive, correct and direct.

Chambers High Net Worth 2016

David Goepel is just extremely reliable! He is very easy to communicate with and his is extremely detailed in the work t...
Chambers High Net Worth 2016
David Goepel is just extremely reliable! He is very easy to communicate with and his is extremely detailed in the work that he does. He has a good sense of humour that always helps.

Chambers High Net Worth 2016

Sources single out Nick Giles for his outstanding quality of advice and outstanding communication skills.
Chambers UK 2016
Sources single out Nick Giles for his outstanding quality of advice and outstanding communication skills.

Chambers UK 2016

They have been very nice people to deal with, and that makes it all the better.

Chambers UK 2016
They have been very nice people to deal with, and that makes it all the better.

Chambers UK 2016

David Goepel is always thorough, well prepared and reactive to the needs of our clients. He is also extremely personable...
Citywealth Leaderslist 2016
David Goepel is always thorough, well prepared and reactive to the needs of our clients. He is also extremely personable and handles difficult and complex issues with sensitivity and clarity.

Citywealth Leaderslist 2016

I would have no hesitation in recommending David Goepel as a leader in his field; he is an excellent lawyer and a pleasu...
Citywealth Leaderslist 2016
I would have no hesitation in recommending David Goepel as a leader in his field; he is an excellent lawyer and a pleasure to work with.

Citywealth Leaderslist 2016

The solution-driven David Goepel is fantastic with clients in a methodical way.

Chambers UK 2015
The solution-driven David Goepel is fantastic with clients in a methodical way.

Chambers UK 2015

With so many years' experience in dealing with complex estates, the team has fine-tuned its procedures and communication...
Chambers UK 2014
With so many years' experience in dealing with complex estates, the team has fine-tuned its procedures and communication skills with clients, beneficiaries and other agencies. We find them highly efficient and approachable in every area.

Chambers UK 2014

David Goepel brings a sense of calm and order to legally complex matters, which are often very emotionally intense for t...
Chambers UK 2014
David Goepel brings a sense of calm and order to legally complex matters, which are often very emotionally intense for the client.

Chambers UK 2014

Nick Giles is very hands-on and will make sure that even minor problems are acted upon promptly.
Chambers UK 2014
Nick Giles is very hands-on and will make sure that even minor problems are acted upon promptly.

Chambers UK 2014

They provide a prompt service at a reasonable cost.
Chambers UK 2014
They provide a prompt service at a reasonable cost.

Chambers UK 2014

With so many years' experience in dealing with complex estates, the team has fine-tuned its procedures and communication...
Chambers UK 2014
With so many years' experience in dealing with complex estates, the team has fine-tuned its procedures and communication skills with clients, beneficiaries and other agencies. We find them highly efficient and approachable in every area.

Chambers UK 2014

David Goepel is highly intelligent, kind, friendly and a pleasure to work with.
Chambers UK 2014
David Goepel is highly intelligent, kind, friendly and a pleasure to work with.

Chambers UK 2014

Nick Giles is sympathetic to the client’s needs.
Legal 500 UK 2013
Nick Giles is sympathetic to the client’s needs.

Legal 500 UK 2013

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Private Client

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.

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