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2 STONE BUILDINGS, LINCOLN'S INN, LONDON, WC2A 3TH, ENGLAND
Tel:
Work 020 7691 4000
Fax:
Fax 020 7691 4111
DX:
191 LONDON CHANCERY LANE WC2
Email:
Web:
www.edwincoe.com

David Goepel

Tel:
Work 020 7691 4000
Email:
Web:
www.edwincoe.com/our-people/david-goepel/
Edwin Coe LLP

Work Department

Private Client & Charities and Non-profit

Position

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.

Career

Trained Withers LLP; qualified 2000. Partner at Edwin Coe LLP, 2009. Contributor to ‘McCutcheon on inheritance tax’, joint editor of charities chapter in Tottel’s ‘Revenue Law’.

Member

  • The Law Society
  • Society of Trusts and Estates Practitioners
  • Charity Law Association
  • Editorial Board of “The Journal of International Tax, Trust and Corporate Planning”

Education

City of London School; Christ College Cambridge, (1996 BA (Hons) History).

Leisure

Tennis, squash, golf.


London: Private client

Charities and not-for-profit

Within: Charities and not-for-profit

The ‘technically excellent’ David Goepel  heads the team at Edwin Coe LLP . The group is increasingly advising on the structuring and on the establishment of new charities for private individuals and families. Goepel has recently advised a number of UK charities on a variety of issues and also has extensive experience of advising charitable donors often in a cross-border context on establishing and registering family charitable foundations. He also advises on how to facilitate cross-border charitable gifts in a tax efficient way. The team continues to advise Theatre Royal Haymarket’s charity on its conversion from a charitable trust to a charitable company limited by guarantee. The work has included advising on the new governing documents and on other employment, contractual and IP issues as a result of the transfer. The Lion Youth Club, Save our Sons and the Salvation Army International Trustee Company are other major clients.

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Personal tax, trusts and probate

Within: Leading individuals

David Goepel - Edwin Coe LLP

Within: Personal tax, trusts and probate

Alison Broadberry at Edwin Coe LLP  ‘has an ‘excellent understanding of business and family issues that affect the seriously wealthy. She cuts through the rubbish to offer solutions ’. David Goepel provides ‘great client service and advice’ and is a lead international partner in the team. Goepel has particular expertise in US/UK estate planning. Nick Giles  regularly acts for family and owner-managed businesses and the people who run them as well as acting for a wide range of individuals, unincorporated businesses and charities. Active clients include St. James’ Place and Hoopers. The team advises clients based overseas as well as in the UK on a wide range of matters including inheritance tax planning, asset protection and succession planning as well as on onshore and offshore trusts and family settlements.

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