David Goepel > Edwin Coe LLP > London, England > Lawyer Profile
Edwin Coe LLP Offices
2 STONE BUILDINGS
LINCOLN'S INN
LONDON
WC2A 3TH
England
- Firm Profile
- Go to...
David Goepel
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)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.
Lawyer Rankings
- Leading individuals London > Private client > Personal tax, trusts and probate
- Personal tax, trusts and probate London > Private client
- Charities and not-for-profit London > Private client
Top Tier Firm Rankings
Firm Rankings
- Private client > Personal tax, trusts and probate
- Dispute resolution > Commercial litigation: mid-market
- Dispute resolution > Group litigation: Claimant
- Insurance > Insurance litigation: for policyholders
- Corporate and commercial > M&A: Smaller Deals, £10m-£100m
- Real estate > Residential property
- Employment > Senior executives
- Corporate and commercial > Equity capital markets – small-mid cap
- Crime, fraud and licensing > Fraud: civil
- Insurance > Professional negligence
- Real estate > Property litigation
- Private client > Charities and not-for-profit
- TMT (technology, media and telecoms) > Intellectual property: trade marks, copyright and design
- Real estate > Property finance
- Employment > Employers
- Private client > Contentious trusts and probate