Phone: 01823 652121
Location: Wellington Position: Managing Partner
Team: Private Client, Rural Business, Land & Agriculture
Specialism: Administering an estate, Appointing an attorney, Care home cost planning, Continuing Health Care Funding, Court of Protection, Inheritance and other taxes, Making and updating a will, Succession planning, Tax and trusts
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 with my dog Bertie 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 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.
Work carried out quickly and satisfactorily, even in today's difficult period due to COVID-19.
Excellent services as always, thank you. I'm very relieved to have sorted this out. Kate made it very easy.
Kate James is well respected and a hard worker, who is always happy to help and advise.
I have recommended you and I was pleased to suggest you are nigh on perfect!
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.