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Kate James

Email: kate.james@porterdodson.co.uk

Phone: 01823 652121

Location: Wellington       Position: Partner

Team: Probate, Tax, Trusts & Wills, Rural Business, Land & Agriculture

Specialism: Administering an estate, Appointing an Attorney, Court of Protection, Inheritance and other taxes, Making & updating a will, Succession planning, Tax and Trusts

 

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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.

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Professional, thoughtful and efficient.
Mr Hayes
Kate and her team were always helpful, courteous and knowledgeable. Dealt with everything efficiently and in a timely manner.
Mr Hayes
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!
Mr Hayes
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.
Mr Hayes
Kate James is pleasant, understanding and efficient. Your firm is lucky to have her.
Legal 500 2016
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.
Legal 500 2016
Kate James 'has a good grasp of the law and implications of how this affects farming families’.
Legal 500 2016

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