Edward Porter

Edward is a Partner in the Private Wealth team who manages clients estate planning needs often involving trusts, tax, powers of attorney and wills for wealthy individuals and families. He also advises on charity matters, including creating charities and governance.

He is a member of the Society for Trust and Estate Practitioners.

Expertise:

- Charity Law

- Private Wealth

- Tax, Trusts & Succession

- Trust Creation & Administration

- Wealth Management

https://www.michelmores.com/people/edward-porter/

STEP

Estate planning for families and trustees including Inheritance Tax planning and maximising relief on assets qualifying for business property relief and agricultural property relief

Administration and restructuring of a very valuable estate with specialist assets and foreign property in several jurisdictions. Also providing further estate planning advice for beneficiaries

Trust planning by establishing new trusts and advising trustees in complicated family situations

Advice to charitable trustees on duties, governance, dealings in land, and Charity Commission applications

Advising on mental capacity and duties of attorneys