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Partner, Head of Charities
Specialism: Lawyers Charities, Property, Estate Planning
Company: Edwin Coe
Location: London, England
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Average client size: £5 million - £25 million
Fixed fee offering: Yes
Number of offices globally: 1-5
Edwin Coe, 2 Stone Buildings, Lincoln's Inn, London, WC2A 3TH
T: +44 (0)20 7691 4185
F: +44 (0)20 7691 4170
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Administration of an estate worth in excess of £140M
David has been providing the lead coordinating role in the administration of an estate worth in excess of £140m, together with associated family trusts worth over £60m. This is a complex estate which has involved the coordination of significant cross-border tax advice. Some beneficiaries are US taxpayers and this has necessitated coordinating the US advice with the wider UK tax and trust issues. Recent work has focused on a possible Initial Public Offering of one of the companies in which the estate and associated family trusts have a major holding. In addition, there has been extensive cross-border planning in coordinating bespoke sub-trusts for the US beneficiaries of the estate.