Private Wealth

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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?

Specialist Expertise - Our team includes experienced Wills, Probate, Tax and Trust solicitors with deep knowledge of UK 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.
Recognised Excellence - Ranked in Chambers and Partners and The Legal 500 for our work with high net worth individuals.

I am happy to say that I have been really impressed with how Porter Dodson has dealt with my case. Everyone has been very friendly, courteous, efficient and patient. I would certainly recommend your services.

Mrs C

We have used Porter Dodson twice for conveyancing and now for our wills. We have found their service and attention to be first-class and would highly recommend them.

Mr G

I have recommended you and I was pleased to suggest you are nigh on perfect!

Mrs C

First-class service from Sam Smith and Nicole Spencer-White. Extremely professional service throughout the case. Very clear and offered support and guidance. Would highly recommend your services to others.

Mr B