- Name: Merlin Lewis
- Position: Associate
- Location: Yeovil
- Specialism: Care Home cost planning, Inheritance and other taxes, Lasting Powers of Attorney, Making & updating a will, Succession planning, Tax and Trusts
- Team: Probate, Tax, Trusts & Wills, Rural Business, Land & Agriculture
- Email: firstname.lastname@example.org
- Phone: 01305 756324
I began my legal career as a private client solicitor at a City firm. In 1990, I returned to Dorset and Somerset and then joined Porter Dodson in April 2017.
I specialise in retirement planning for individuals and in agricultural succession planning. Much of my advice involves arranging clients’ legal, property and financial affairs to save tax (Inheritance Tax and Capital Gains Tax) and to ensure certainty and fairness for them, their families and businesses. I work closely with colleagues and fellow professionals, such as accountants and financial advisers.
I am from a local farming family and am a member of the Country Land and Business Association and the Agricultural Law Association. I am also a member of Solicitors for the Elderly and hold their Older Client Care in Practice award.Back to index