About Us 

    Porter Dodson are a leading law firm providing expert advice to clients across the UK and with offices in the South West. We are proud to be working with the JEC to provide legal services to its members, specialising in Wills and Lasting Powers of Attorney and Tax Efficient Lifetime Planning.

    Our Services

    Led by Partners Sarah Stone and Tom Mottram, our specialist services to JEC members include: 

    Wills (drafting and updating)

    Some people put off preparing a Will because they feel the time isn’t right, they’re too young or they’re uncertain about costs. However, making a Will and ensuring it is kept up to date can provide you and your family with real security and peace of mind, allowing you to plan for the future safe in the knowledge that your loved ones are provided for should the unthinkable happen. 

    The important points to consider in how to make a will include:

    • Who do you wish to appoint as your executors?

    • Do you wish to make any specific bequests (legacies)?

    • Would it be appropriate to include any trusts within your Will, for example to provide long term protection for your estate?

    • Who do you wish to leave the rest of your estate to?

    • What are the tax implications of your wishes and can this be made more efficient?

    Making a will

    Lasting Powers of Attorney


    If you worry about who will manage your affairs or make decisions about your finances or welfare should you become unable to do this yourself, you may find peace of mind by entering into a Lasting Power of Attorney which is a formal document that allows an individual(s) to act on your behalf, be that in respect of your welfare or your finances. Should you ever become unwell or unable to make important decisions, without powers of attorney in place, your loved ones could face a lengthy and expensive application to the Court of Protection to obtain the necessary authority to make decisions on your behalf.

    Power of attorney

    Tax Efficient Lifetime Planning


    We will guide you through the various taxes and how they interact – and provide lifetime tax and inheritance tax planning. On death we will assist your Executors to ensure that all tax issues are considered and any liabilities reduced where possible.

    Inheritance Tax


    Contested Trusts and Probate


    We have a team of specialists at Porter Dodson who deal with contested trusts and probate.

    Whether you are contesting a Will, want to make a claim under the Inheritance (Provision for Family & Dependants) Act 1975 or have a problem with how the estate is being administered, we will take the time to understand your needs and objectives, tailoring our advice to suit your circumstances.

    We can also help if you are an executor, trustee, personal representative or beneficiary facing a claim about a Will, trust or estate.

    Find out more here Contentious Trusts and Probate 


    We also have teams of experts ready to advise on: 

     

    • Contested Trusts and Probate

    • Family and Matrimonial and Childcare Law

    • Residential Property

    • Commercial Property

    • Rural Business and Agriculture

    • Employment

    • Corporate and Commercial Law

    • Dispute Resolution 

     

    Events 


    You can usually find us at a JEC members or track event, and we are always happy to talk and answer questions. Upcoming track events that we are attending include: 

    Silverstone : May 12th
    Anglesey : 21st July
    Harewood Hill Climb : 9th August
     Castle Combe : 23rd September

    We also regularly attend regional JEC events and talks. Look out for updates from your regional group if you are interested in finding out more about.

    This year, we are also teaming up with Atkins Ferrie Wealth Management as joint sponsors of the Sherborne Classic & Supercars Car Show on Sunday 20th July. If you are planning to visit the show, please let us know and we’d be delighted to welcome you for scones and champagne with prime viewing of the car parades.

    Get in Touch 


    If you have a question or would like to speak to one of the team, please email JEC@porterdodson.co.uk, phone 01823 625854 or complete the form below, and we will get back to you as quickly as possible.

     

    JEC - Contact Us