Gurpreet is an Associate in Edwin Coe’s Private Client team, advising on a broad range of wealth planning and estate matters.

She combines technical expertise with a pragmatic and empathetic approach, ensuring clients’ interests are safeguarded for the long term.

 

Alongside her client work, Gurpreet is a member of the firm’s Diversity, Equity & Inclusion (DEI) team and AI Steering team, helping to foster a more inclusive workplace and shape the responsible use of technology. Her contributions strengthen the firm’s culture and enhance its innovative, forward-looking approach.

 

In her practice, Gurpreet advises high-net-worth individuals, families, executors, and trustees on:

 

Wills, Trust & Estate Planning: Advising on the creation and structuring of Wills, letters of wishes and trusts to ensure the efficient transfer of wealth and preserving assets for future generations. This includes tailored estate planning strategies to address family dynamics, business interests, and multi-jurisdictional considerations.

 

Succession & Cross-Border Wealth Preservation: Developing strategies for multi-jurisdictional estate planning, resolving potential conflicts between differing legal systems, and ensuring smooth succession in line with both English and foreign laws.

 

Mental Capacity Planning: Advising on and preparing Lasting Powers of Attorney to safeguard decision-making in the event of incapacity, including guidance on the recognition and enforceability of such instruments across multiple jurisdictions.

 

Probate & Estate Administration: Assisting executors and administrators with every stage of the estate administration process, including estates with assets in multiple jurisdictions and working alongside overseas advisers to navigate differing legal and tax requirements.

 

Gurpreet excels at simplifying complex legal frameworks, delivering clear, tailored advice that aligns with each client’s goals and values.

 

Gurpreet is a full STEP Member having completed the STEP Diploma in Trusts and Estates with Distinction.

Expertise
Private Client Estate Planning Wills Lasting Powers of Attorney Succession Planning Private: International Private Client
Credentials
TEP and Member of The Society of Trust and Estate Practitioners (STEP)
EXPERIENCE
Gurpreet’s experience includes:
Advised on succession planning for a high-net worth family with UK and overseas assets, incorporating bespoke trust structure for long-term protection and advised on the preparation of Lasting Powers of Attorney and their recognition in jurisdictions worldwide.
Assisting executors with the administration of a complex estate involving property in multiple jurisdictions, coordinating with overseas advisers on local probate requirements.
Advised US/UK clients on coordinating their Wills and trust arrangements to align with both jurisdictions’ succession and tax regimes, ensuring asset protection and compliance.
Advising a family to develop a governance framework for their business, balancing succession planning, ownership structures, and family objectives to support long-term stability and continuity.
Advising high-net-worth individuals on succession planning strategies to preserve and grow generational wealth, protect assets, and provide for future generations in line with their personal and family objectives.