Phone: 01823 652121
Location: Wellington Position: Partner
Team: Private Client
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. I specialise in private client matters, including Wills, probate, trusts and inheritance tax planning. I also deal with Court of Protection matters, intestacy and agricultural succession. I have a particular interest in dealing with agricultural and landed estates.
My experience allows me to guide clients through difficult periods in the lives, in particular, following bereavement or loss of capacity. I work closely with clients to ensure they are not intimidated by the process and to deal with matters as expeditiously and sensitively as possible.
I have strong local ties, having grown up in the area, giving me a better understanding of specific needs, particularly in the rural sector.
I am a member of the Society of Trusts & Estate Practitioners. I won the Cooks & Hatchard Law Prize, Devon & Somerset Law Society 2007.
Kate James is recommended for contentious trusts and probate.
Kate James 'has a good grasp of the law and implications of how this affects farming families’.
Since coming to Wellington in 1960 we have dealt with several solicitors. Very satisfied with everyone and now have the same experience of Kate James.
Kate carried out my requests with thoroughness and always with due diligence. She acts with the utmost professionalism whilst advising on and understanding how personal such issues are. Kate is a great asset to your company.
Our requirements were not absolutely straightforward but were understood quickly. When explanations were needed, they were given clearly and in a relaxed way. Many thanks.
Kate James is pleasant, understanding and efficient. Your firm is lucky to have her.
I have been very satisfied with all work undertaken by Porter Dodson and found them to be extremely professional at all times. Money is well spent here and confidentiality a priority, We have been kept informed of the progress regarding work undertaken and also found a member of the team readily available to talk to when needs arose. I would have no problem recommending Porter Dodson to anyone.
We had to make new Wills and learn the complexity of Powers of Attorney. It was made much easier with Kate's expert guidance. Thanks to her advice we now have our affairs in better order and can now get on with enjoying life!
Kate and her team were always helpful, courteous and knowledgeable. Dealt with everything efficiently and in a timely manner.
Professional, thoughtful and efficient.
Having your help has given us great peace of mind and was certainly money well spent.
We have found the advice you have given us to be first class and the partners extremely courteous and helpful.
The service we received was excellent and beyond our expectations. We will certainly use your services in the future if required.
An excellent experience, everything was dealt with smoothly and efficiently.
Very friendly and caring, the overall cost was very good for the work undertaken.
Efficient, courteous team who have really been outstanding towards this awkward situation. Porter Dodson is second to none and I wouldn’t hesitate to recommend and use again.
Excellent, quick service delivered with compassion and understanding.
All staff members, in all departments, including reception were very welcoming, helpful and professional in all dealings with me.
Very good, professional service and advice. Well explained and advice we both understood. Most definitely value for money and we will come back for some property matters we have to resolve very soon.
Excellent service and with empathy.