Alison Broadberry > Edwin Coe LLP > London, England > Lawyer Profile
Edwin Coe LLP Offices
2 STONE BUILDINGS
LINCOLN'S INN
LONDON
WC2A 3TH
England
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Alison Broadberry
Work Department
Head of Private Client
Position
Alison became the Managing Partner of Edwin Coe in April 2023, having joined as Head of Private Client in 2016.
Alison acts for high-net-worth UK and non-UK domiciled clients on a wide range of tax, trust and estate planning matters. She advises on and creates solutions to hold, protect and pass on the wealth of her clients to minimise tax and maximise the protection against non-tax threats such as remarriage of the survivor, divorce of beneficiaries, family disputes, financially vulnerable or immature heirs, or simply “too much, too soon”.
She has particular experience of relating the solutions to clients’ financial and investment planning situations and for business owners, of dovetailing personal and business succession planning.
Her experience includes:
– Advising on implementing practical estate plans to reduce inheritance tax and preserve wealth for individuals, couples and families; and ensuring that their wealth is preserved to support the surviving heirs and successive generations.
– Implementing sensitive, practical and tax efficient estate planning for families where there are children or other heirs from more than one marriage or prior relationship; balancing the needs of the surviving spouse and all the children, minimising the risk of future conflict.
– Advising clients owning and acquiring properties (in particular to assist their children on to the property ladder or those wishing to hold “buy to let” properties) on opportunities to save tax and protect the value from non-tax threats.
– Advising high net worth clients on creating family trusts and family investment vehicles.
– Ensuring assets will pass under tax-efficient and wealth protecting Wills and dovetailing this planning with asset protection trusts for life policies and pensions.
– Advising business owners on maximising the availability of entrepreneurs’ relief for capital gains tax and business property relief for inheritance tax; dovetailing personal and business succession planning including advising on business protection strategies often involving the use of life assurance and trusts.
Memberships
The Society of Trust and Estate Practitioners (STEP)
The Association of Taxation Technicians
Previous co-editor of Houseman, The Law of Life Assurance
Previous member of ABI Product Tax Panel
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
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
- 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