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Our private wealth services

We offer comprehensive legal support in all areas of wealth and estate planning, including:

Wills
Ensure your wishes are clearly documented and legally sound.
Powers of Attorney
Appoint trusted individuals to make decisions on your behalf if needed.
Estate Planning
Minimise inheritance tax and structure your estate for future generations.
Trusts
Protect assets and provide for loved ones with tailored Trust solutions.
Probate
Navigate the legal process of estate administration with expert support.
Disputed Wills, Estates & Trusts
Resolve inheritance disputes with sensitivity and legal precision.
Court of Protection, Mental Capacity & Care
Legal guidance for vulnerable individuals and their families.

Why Choose Porter Dodson for Private Wealth?

Recognised Excellence - Ranked in Chambers and Partners and The Legal 500 for our work with Private Client High Net Worth individuals.
Specialist Expertise - Our team includes experienced Wills, Probate, Tax and Trust solicitors with deep knowledge of private wealth law.
Personalised Approach - Every family is different. We take the time to understand your goals and concerns.
Trusted by Generations - We’ve helped families across the South West and beyond protect their wealth and plan for the future.

I have used Porter Dodson over very many years. Their level of personal service, professionalism and understanding is incomparable. I would be very happy to recommend and appoint Porter Dodson for any legal advice. In particular I would like to express my personal thanks to Vicki Thyer who has advised, guided me and given me such confidence through several matters but very recently the recent probate of my late Father. I cannot thank you enough.

Andrew

It has always been a great pleasure to deal with Marie as she is friendly, warm and courteous and what is more, she has always responded promptly to my emails as well as answering any queries I may have had in a most helpful and reassuring manner which I have very much appreciated. Based on my recent experience, I wouldn't hesitate to recommend Marie's professional services.

Catherine

As Executor for my late husband ‘s will, I have been impressed by the service I have received from Porter Dodson Solicitors Wellington. Without exception, I have been treated with courtesy and kindness by the staff members I have had contact with throughout the process of obtaining Grant of Probate. Their professionalism is outstanding and I have been kept informed throughout. I have no hesitation in using their services in the future should the occasion arise. I felt their fees are reasonable and kept to the minimum where possible.

Judith

Ellice was very helpful and professional, she guided us through each stage of the documents that we completed and was very patient with us.

Private Client