About

Provided by Porter Dodson Solicitors

Porter Dodson are one of the largest private client firms in the South West, with seven offices spanning Somerset, Devon and Dorset. Our Private Client Team encompasses a high level of expertise with a broad knowledge base and a reputation that continues to grow.

Types of work:

a. Long-term tax and succession planning and will drafting.

b. Administration of high-value complex estates to involve negotiations with HMRC, deeds of variation and deeds of appropriation.

c. Care home funding. We are well-regarded in this field and provide specialist advice regarding NHS continuing healthcare funding. We have been successful in obtaining backdated fee awards for clients and their relatives when we are dealing with their estate. We will also negotiate with local authorities to ensure assets in trust are disregarded in financial assessments where appropriate.

d. Creation of trusts, including asset preservation trusts, trusts to enable wealth preservation and transfer to the next generation and S89 (“Disabled Person’s”) Trusts in order to provide for vulnerable beneficiaries.

e. Court of Protection applications, powers of attorney and deputyships.

f. Administration and taxation of trusts dealt with by a centralised team. We provide advice to lay and professional trustees to ensure they understand their legal obligations in an increasingly regulated and risky area of law.

Chambers Review

Provided by Chambers

Private Wealth Law - Somerset

2
Band 2

What the Team is Known For

Porter Dodson Solicitors provides a private wealth law practice with experience in long-term tax and succession planning and wills, administration of high-value complex estates and trust matters.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

2
Sharon Collier
2
Band 2
Sharon Collier heads the firm's non-contentious private client team, engaging in estate administration and trust matters involving claims for business property and agricultural relief.

Sharon is client-focused and good technically.

She is excellent at private client/trust matters.

Sharon has very professional knowledge and always deals with us in an appropriate manner. I fully trust her.

Mrs Sharon Collier provided an exceptional service. Her clear communication and conscientious approach helped immensely during a difficult period.

Ranked Individuals at
Porter Dodson Solicitors

Provided by Chambers
Filter by
Band

Somerset

Private Wealth Law

2
Sharon Collier
2
Band 2

Members

Provided by Porter Dodson Solicitors

Sharon Collier

Head of Department