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Our private wealth services

We offer comprehensive legal support in all areas of wealth and estate planning, including:

Wills
Ensure your wishes are clearly documented and legally sound.
Powers of Attorney
Appoint trusted individuals to make decisions on your behalf if needed.
Estate Planning
Minimise inheritance tax and structure your estate for future generations.
Trusts
Protect assets and provide for loved ones with tailored Trust solutions.
Probate
Navigate the legal process of estate administration with expert support.
Disputed Wills, Estates & Trusts
Resolve inheritance disputes with sensitivity and legal precision.
Court of Protection, Mental Capacity & Care
Legal guidance for vulnerable individuals and their families.

Why Choose Porter Dodson for Private Wealth?

Recognised Excellence - Ranked in Chambers and Partners and The Legal 500 for our work with Private Client High Net Worth individuals.
Specialist Expertise - Our team includes experienced Wills, Probate, Tax and Trust solicitors with deep knowledge of private wealth law.
Personalised Approach - Every family is different. We take the time to understand your goals and concerns.
Trusted by Generations - We’ve helped families across the South West and beyond protect their wealth and plan for the future.

Professional, efficient and a pleasure to work with.

Deborah

Thank you so much Robyn. You have been wonderful throughout this difficult time.

Private Client

We have always found that Porter Dodson deliver an excellent service, and this recent experience of re-doing our Wills and establishing our LPAs has been a shining example. Top communications and service and great people. Thank you Jacob and Ellie.

Private Client