Phone: 01823 625820
Location: Taunton Position: Chartered Legal Executive
Team: Private Client
Specialism: Appointing an Attorney, Estate Administration including Probate and Intestacy, Estate Planning, Inheritance and other taxes, Making & updating a will, Trusts, Wills and Probate
I joined Porter Dodson in March 2011. I am a fellow of the Chartered Institute of Legal Executives and a full member of the Society of Trust and Estate Practitioners.
I have contributed to Radio 4’s Moneybox Live and regularly speak at seminars, including the Somerset County Council Preretirement seminars for the last 15 years.
With many years experience in Will drafting, Trusts and Inheritance Tax, I am able to advise on matters in a practical and accessible way. I believe in discussing matters and explaining issues clearly and in plain English in such a way as to encourage clients to be open and ask questions and to gain a full and complete understanding.
My experience in dealing with the administration of estates enables me to be aware of potential pitfalls and areas which can cause confusion or distress to a family.
Having been fortunate enough to live and work in the Taunton area for over 25 years, I believe I have an excellent knowledge of the needs and challenges of a wide range of client circumstances. For clients who find it difficult to visit these offices I am able to arrange to meet with them at home to discuss their needs.
This has been a good working relationship at a very sensitive time. Thank you.
Excellent service from everyone we have spoken to. Very personal and understanding in a difficult situation. We really appreciated the home visits and the flexibility in arranging meetings.
Best experience with Porter Dodson over years. Peter showed interest and a determination to be of help. Promises made. Promises kept.
Peter was excellent at explaining all options available to me and what outcomes my decisions would have. I am very grateful for all his hard work.
A very friendly team that put me at ease and got to know me so that they could understand my needs and guide me to make decisions on my Will.
Peter understood my requirements and gave clear, concise recommendations. Such an easy process with him. Great value for money.
Really great service from Peter Cooke. Guided us through the process of Wills and Trusts. Explained it all in simple terms and was a very understanding person. I have now moved all my business to Porter Dodson because of this really good experience.
Great service, friendly, diligent approach. Would definitely use again. Thank you.