Phone: 01305 756324
Location: Poundbury Position: Associate
Team: Private Client, Rural Business, Land & Agriculture
I began my legal career as a private client solicitor at a City firm. In 1990, I returned to Dorset and Somerset and then joined Porter Dodson in April 2017.
I specialise in retirement planning for individuals and in agricultural succession planning. Much of my advice involves arranging clients’ legal, property and financial affairs to save tax (Inheritance Tax and Capital Gains Tax) and to ensure certainty and fairness for them, their families and businesses. I work closely with colleagues and fellow professionals, such as accountants and financial advisers.
I am from a local farming family and am a member of the Country Land and Business Association and the Agricultural Law Association. I am also a member of Solicitors for the Elderly and hold their Older Client Care in Practice award.
Very helpful, very pleasant. Everything was explained very well. Money well spent.
Very friendly and professional service provided to both my wife and I. My family have used Porter Dodson Services many times over the years and will continue to do so. Money well spent for peace of mind.
Excellent service throughout, we would not hesitate to use Porter Dodson again if the need arose.
Everything explained plus things that we’d not thought of. Money well spent as we can relax knowing everything has been taken care of.
We felt Merlin understood our circumstances very quickly and gave excellent advice as to how to proceed.
Merlin Lewis was very efficient in both the preparation and explanation of the papers. Excellent service.
Friendly, courteous and good knowledge of my circumstances.
Very pleased with the work carried out- did exactly what we asked for and offered further advice.