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.
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.
Provided by Chambers
Provided by Chambers
Porter Dodson has always attracted professionals with a strong record, but also individuals who are very much aware of the current challenges and requirements that their clients face.
Porter Dodson are very efficient, consistently helpful and considerate with emotionally sensitive matters.
Porter Dodson Solicitors are friendly and approachable with a down-to-earth attitude, but still able to undertake complex work.
Porter Dodson has always attracted professionals with a strong record, but also individuals who are very much aware of the current challenges and requirements that their clients face.
Porter Dodson are very efficient, consistently helpful and considerate with emotionally sensitive matters.
Porter Dodson Solicitors are friendly and approachable with a down-to-earth attitude, but still able to undertake complex work.
Provided by Chambers
Sharon always approaches client challenges with a positive mindset and finds the right solution.
Sharon has a unique blend of having the knowledge but also being able to put it across in a way the client can understand.
Sarah Stone is a partner who advises on wills, estate administration and tax planning.
Sarah is a great, sympathetic probate lawyer.
Sarah Stone provides an excellent service.