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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.

David has lectured and written on a diverse range of legal topics affecting charities, including the changes introduced by the Charities Act 2006, the impact of the substantial donor rules on charity fundraising, the uses of US/UK dual qualified charities in cross-border planning, and developments in the European context in facilitating international charitable giving.

Wills and Estate Planning

  • Advising a successful international couple on a comprehensive estate plan to take account of their assets in a number of different jurisdictions, and to protect the assets from claims on divorce at the level of the next generation

Trusts and Tax

  • Advising international clients on the best way of structuring the ownership of high-value UK residential property, taking account of the recent tax changes affecting this area
  • Advising an international family on the establishment and ongoing administration of a significant trust involving complex UK and US tax issues

Charities

  • Advising on the structuring and establishment of a major pan-African educational charity
David is always a positive guy. He is very solution-driven, he never seems to have a bad day, he always puts a positive ...

Chambers High Net Worth 2019

David is always a positive guy. He is very solution-driven, he never seems to have a bad day, he always puts a positive spin on things and wants to get to an answer.

Chambers High Net Worth 2019

Expertise

Credentials

  • Ranked as a Leading Individual in the Chambers High Net Worth Guide 2018 and 2019

  • Recommended in Citywealth leaders list 2017, 2016 and 2015

  • Ranked as a Leading Individual in Chambers UK 2020

  • Recommended in The Legal 500 2020 as a leading individual

  • Member of the Law Society

  • Member of the Society of Trust and Estate Practitioners

  • Member of the Charity Law Association

  • Has also been the joint editor of the Charities chapter in Tottel’s “Revenue Law – Principles and Practice”

  • Contributed to “McCutcheon on Inheritance Tax”

  • Member of the Editorial Board of “The Journal of International Tax, Trust and Corporate Planning”

Quotes

Charming, thoughtful and very intelligent man.


Chambers UK 2020

Charming, thoughtful and very intelligent man.

Chambers UK 2020

David Goepel is one of the most able practitioners in the sector, but operates exactly where his clients want to be -...
The Legal 500 2020

David Goepel is one of the most able practitioners in the sector, but operates exactly where his clients want to be - under the radar. He has a remarkable ability to build consensus and drive forward solutions, where others would fail.

The Legal 500 2020

He is lovely and very sensible.


Chambers High Net Worth 2019

He is lovely and very sensible.

Chambers High Net Worth 2019

He doesn't just do what we ask him, he thinks a lot and adds value; he makes what we want even more useful.


Chambers UK 2019

He doesn't just do what we ask him, he thinks a lot and adds value; he makes what we want even more useful.

Chambers UK 2019

David Goepel provides great client service and advice.


The Legal 500 2019

David Goepel provides great client service and advice.

The Legal 500 2019

David Goepel is technically excellent.


The Legal 500 2019

David Goepel is technically excellent.

The Legal 500 2019

He's very intelligent and he has an encyclopedic knowledge of trust law. He guides his trustees with consummate profe...
Chambers High Net Worth 2018

He's very intelligent and he has an encyclopedic knowledge of trust law. He guides his trustees with consummate professionalism through what is very difficult territory.

Chambers High Net Worth 2018

He's really clever in a really difficult area of law. I have every confidence in him to give advice on all client iss...
Chambers High Net Worth 2018

He's really clever in a really difficult area of law. I have every confidence in him to give advice on all client issues. He has that way of explaining things in a really comprehensive and digestible way.

Chambers High Net Worth 2018

David Goepel is responsive, goes the extra mile and thinks outside the box.


Chambers UK 2018

David Goepel is responsive, goes the extra mile and thinks outside the box.

Chambers UK 2018

David Goepel is very charming, incredibly friendly and approachable. He is never fazed, and is very welcoming, but at...
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 is excellent at handling family disputes. The man is a machine. He is able to handle the most complex an...
The Legal 500 2017

David Goepel is excellent at handling family disputes. The man is a machine. He is able to handle the most complex and difficult probate, tax and trusts matters with complete and accuracy, while still retaining an unaffected charm.

The Legal 500 2017

Very experienced, technically excellent and thorough.


The Legal 500 2017

Very experienced, technically excellent and thorough.

The Legal 500 2017

The very clever but approachable David Goepel heads the charities team at Edwin Coe LLP.


The Legal 500 2017

The very clever but approachable David Goepel heads the charities team at Edwin Coe LLP.

The Legal 500 2017

From a professional point of view I can't fault him at all – he's very knowledgeable, he knows all of the answers. ...
Chambers High Net Worth 2017

From a professional point of view I can't fault him at all – he's very knowledgeable, he knows all of the answers. As a personality, he's so kind, understanding and compassionate.

Chambers High Net Worth 2017

Charming and very able.


Chambers High Net Worth 2017

Charming and very able.

Chambers High Net Worth 2017

David is an easy and agreeable communicator and generally an excellent legal support to have at one’s side.


Chambers High Net Worth 2017

David is an easy and agreeable communicator and generally an excellent legal support to have at one’s side.

Chambers High Net Worth 2017

The incredibly nice David Goepel is extremely reliable.


Chambers UK 2016

The incredibly nice David Goepel is extremely reliable.

Chambers UK 2016

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

David Goepel provides extremely clear advice and devises extremely imaginative solutions to complex cross-border matters.

Legal 500 2016

David Goepel is a calm and wise adviser.


Legal 500 2016

David Goepel is a calm and wise adviser.

Legal 500 2016

David is always thorough, well prepared and reactive to the needs of our clients. He is also extremely personable and...
Citywealth Leaderslist 2016

David 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 as a leader in his field; he is an excellent lawyer and a pleasure t...
Citywealth Leaderslist 2016

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

Citywealth Leaderslist 2016

He is very easy to communicate with and he is extremely detailed in the work that he does. He has a good sense of hum...
Chambers UK 2016

He is very easy to communicate with and he is extremely detailed in the work that he does. He has a good sense of humour that always helps. He is extremely flexible in terms of delivering.

Chambers UK 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

The extremely sound David Goepel heads the team, which includes the committed Nick Giles.


Legal 500 2015

The extremely sound David Goepel heads the team, which includes the committed Nick Giles.

Legal 500 2015

David Goepel and his team are very organised and supportive


Legal 500 2014

David Goepel and his team are very organised and supportive

Legal 500 2014

David Goepel brings a sense of calm and order to legally complex matters, which are often very emotionally intense fo...
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

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

  • Single page view

David Goepel

Partner

Private Client and Head of Charities & Philanthropy

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.

David has lectured and written on a diverse range of legal topics affecting charities, including the changes introduced by the Charities Act 2006, the impact of the substantial donor rules on charity fundraising, the uses of US/UK dual qualified charities in cross-border planning, and developments in the European context in facilitating international charitable giving.

Expertise

  • Charities & Philanthropy: Overview
  • Private Client: Overview
  • Family and owner run businesses
  • Tax planning
  • Wills and trusts

Experience

Wills and Estate Planning

  • Advising a successful international couple on a comprehensive estate plan to take account of their assets in a number of different jurisdictions, and to protect the assets from claims on divorce at the level of the next generation

Trusts and Tax

  • Advising international clients on the best way of structuring the ownership of high-value UK residential property, taking account of the recent tax changes affecting this area
  • Advising an international family on the establishment and ongoing administration of a significant trust involving complex UK and US tax issues

Charities

  • Advising on the structuring and establishment of a major pan-African educational charity

Credentials

  • Ranked as a Leading Individual in the Chambers High Net Worth Guide 2018 and 2019

  • Recommended in Citywealth leaders list 2017, 2016 and 2015

  • Ranked as a Leading Individual in Chambers UK 2020

  • Recommended in The Legal 500 2020 as a leading individual

  • Member of the Law Society

  • Member of the Society of Trust and Estate Practitioners

  • Member of the Charity Law Association

  • Has also been the joint editor of the Charities chapter in Tottel’s “Revenue Law – Principles and Practice”

  • Contributed to “McCutcheon on Inheritance Tax”

  • Member of the Editorial Board of “The Journal of International Tax, Trust and Corporate Planning”

Contact

Telephone:
+44 (0)20 7691 4185

Email:
david.goepel@edwincoe.com

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