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

Edwin Coe has a well-established team handling both contentious and non-contentious trust matters.

Trusts are a valuable and efficient wealth preservation, succession and tax planning tool when set up and administered properly. They allow for the transfer of assets by a settlor, often for the benefit of the next generation or generations, to trustees who retain control of the assets.

Unfortunately sometimes things do go wrong and, on occasion, trusts are, for a variety of reasons, either not set up properly or administered correctly: sometimes innocently, sometimes intentionally.

Our team is made up of a mix of experienced litigation and non-contentious private client experts and that mix of expertise really adds value to clients and enables us to provide innovative, practical and cost-effective solutions.

We work with a broad range of individuals, professional and lay trustees, settlors, beneficiaries, banks and trust companies both in the UK and internationally in connection with the establishment and administration of trusts and trust disputes.

In addition we have a wealth of experience in advising on the same issues in relation to other, similar, vehicles such as foundations, family companies and family partnerships.

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

Quotes

At Edwin Coe LLP, Joanna Osborne spearheads a ‘flexible and focused team which is committed to the client and determin...
The Legal 500 UK 2024
At Edwin Coe LLP, Joanna Osborne spearheads a ‘flexible and focused team which is committed to the client and determined to succeed’. It is an agile group, which frequently handles high-value contentious trusts and probate litigation.

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

Shams Rahman is excellent at dealing with clients who face difficult situations. Strategizes and manages cases deftly an...
The Legal 500 UK 2023
Shams Rahman is excellent at dealing with clients who face difficult situations. Strategizes and manages cases deftly and has good judgement.

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

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Trusts

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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