Email:
Phone:
Location:
Taunton
Position:
Managing Partner
Team:
Private Client, Rural Business , Land and Agriculture
Specialism:
I joined Porter Dodson in 2005 and was made a partner in February 2013. In January 2022 I became Managing Partner.
Whilst managing the firm day to day I still maintain my private practice, specialising in private client matters, including Wills, probate, trusts and inheritance tax planning. I have a particular interest in dealing with agricultural and landed estates, agricultural successions and also conflicts in intestacy.
I have strong local ties, having grown up in the area as a farmer’ daughter, giving me a better understanding of specific needs, particularly in the rural sector.
In my spare time I enjoy trail running, dog walking and am pleased to have started playing netball for Team PD!
I am a member of the Society of Trusts & Estate Practitioners and I am a Recommended Lawyer by The Legal 500.
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.
I have recommended you and I was pleased to suggest you are nigh on perfect!
Excellent services as always, thank you. I'm very relieved to have sorted this out. Kate made it very easy.
Work carried out quickly and satisfactorily, even in today's difficult period due to COVID-19.
I regularly recommend Kate James for wills and private client work. She is excellent with all types of clients, very responsive and happy to help at all times.
I was very impressed how you captured and bounded my estate issues and considerations so well after just one attendance meeting and how we turned that into a final Will and Letter of Wishes both of which I now actually understand. You turned the complex into something comprehensible. Porter Dodson should be the first port of call for locals with somewhat out of the ordinary legal affairs to be addressed. Thank you.
The private client team at Porter Dodson are very much focused on providing a first-class service across the south west. I have worked with a number of individuals within the team and they all come across as incredibly genuine, good people who just want to do the right thing for clients.
Having researched specialist intestate solicitors, I contacted Porter Dodson and explained my role as administrator and that I needed legal advice as well as assistance. I was immediately put through to a senior solicitor whom, after lengthy discussions and negotiated fee, was instructed to represent our unknown relative and all that it entailed. Contracts were signed, and within days of having received all the paperwork, they were back with a rough calculation of time scales, disbursement costs (included in the fixed fee); important immediate tasks that needed to be done. I cannot fault their attention to detail; their communication skills and professionalism. With much gratitude to all who contributed at PD.