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Alison Broadberry

Partner, Head of Private Client

Specialism: Lawyers Non-contentious Trusts, Tax, Estate Planning

Company: Edwin Coe

Location: London, England

Citywealth rating

5
Average: 5 (2 votes)
Fee Level:
5
Average: 5 (2 votes)
Quality of Advice
5
Average: 5 (2 votes)
Communications Skills
5
Average: 5 (2 votes)
Interpersonal Skills
5
Average: 5 (2 votes)
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Peer review:

Alison is dedicated to giving her clients a first class service. She has an excellent and unusually in-depth all round knowledge of legal, technical and practical matters affecting private clients. Alison communicates clearly with clients who find her manner refreshing. Advisers enjoy working with her due to the clarity of her advice and the clear, practical and commercial guidance she always provides. It is always an absolute delight and a pleasure to work with her.

06 Feb 2018

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2018  Powerwomen Awards

Inspirational Woman of the Year | Silver

Alison Broadberry currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: Yes

Edwin Coe

Number of offices globally: 1-5

2 Stone Buildings, Lincoln’s Inn, London, WC2A 3TH 

T: +44 (0)20 7691 4033

F: +44 (0)20 7691 4170

https://www.edwincoe.com

Peer review:

Alison is dedicated to giving her clients a first class service. She has an excellent and unusually in-depth all round knowledge of legal, technical and practical matters affecting private clients. Alison communicates clearly with clients who find her manner refreshing. Advisers enjoy working with her due to the clarity of her advice and the clear, practical and commercial guidance she always provides. It is always an absolute delight and a pleasure to work with her.

06 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Alison Broadberry currently has no reviews

Advice on large inheritance

Alison advised clients who had recently inherited significant wealth. The clients were very uncertain as to why or how they would work with a private client lawyer. They were also very unsure about how to structure their wealth and estate planning over the short and long-term. 

Alison told them that her role would be to advise them generally and act for them over the years on both specific and strategic matters.  The “emergency items” were Wills and Lasting Powers of Attorney to protect the whole family. She put in place sophisticated Wills designed to protect the family wealth for the next generation and prevent the threats to the children and grand-children of potential family conflict, divorce, other financial claims or simply inheriting “too much, too soon”.  Over the months, as their professional relationship has developed and further ideas have been able to be considered, they have moved to several stages of advice and action to implement some of the following:  outright gifts and gifts to trust; advice on and establishing a property company to purchase and hold the family’s desire to build a property business; advice on establishing a family investment company and the early stages of advice on setting up a new charity. Alison now has a strong working relationship with the clients as the refreshingly old fashioned “trusted adviser”.