David Goepel > Edwin Coe LLP > London, England > Lawyer Profile

Edwin Coe LLP
2 STONE BUILDINGS
LINCOLN'S INN
LONDON
WC2A 3TH
England

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’.

Memberships

  • 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.

Lawyer Rankings

London > Private client > Charities and not-for-profit

David Goepel leads the department at Edwin Coe LLP, which draws on the strength of the firm’s private client offering to increasingly work in the area of philanthropy. The group is adept at helping private individuals and families to structure and establish new charities, and Goepel advises many UK local and national charities on issues such as the powers and duties of charity trustees, and tax issues affecting charities. Alison Broadberry has a keen focus on assisting clients with their charitable and philanthropic planning.

London > Private client > Personal tax, trusts and probate

(Leading individuals)

David GoepelEdwin Coe LLP

Edwin Coe LLP  is praised for being ‘a very discreet, Rolls-Royce practice, where the client is far more important than the solicitor, and service is everything’. It has some strong relationships with a number of the leading wealth management organisations in the UK and internationally. Alison Broadberry – who has ‘bundles of fizzing legal energy’ – and David Goepel – a ‘deep thinker and clear communicator’– co-head the department. The team is increasingly advising on high-value, complex, cross-jurisdictional estates both during a person’s lifetime and after death. Matthew Barnett is another leading member of the department who acts for high- and ultra-high-net-worth individuals on a wide range of tax, trust, estate and succession planning matters. Ben Harle left the firm in November 2022.