Phone: 01823 652121
Location: Wellington Position: 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 & 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.
All staff members, in all departments, including reception were very welcoming, helpful and professional in all dealings with me.
Excellent, quick service delivered with compassion and understanding.
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.
Very friendly and caring, the overall cost was very good for the work undertaken.
An excellent experience, everything was dealt with smoothly and efficiently.
The service we received was excellent and beyond our expectations. We will certainly use your services in the future if required.
We have found the advice you have given us to be first class and the partners extremely courteous and helpful.
Professional, thoughtful and efficient.