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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.

Excellent service given with helpful advice, kindness and consideration of our needs. Money well spent on a quality service. Thank you.

Private Client

Thank you for your efficiency, help and kindness in completing the estate of our Mum.

Sally

Can I take this opportunity to thank you for your help in bringing this situation to a conclusion in a very professional and speedy manner. It has been most impressive.

Peter

All staff pleasant, helpful and efficient. Very happy with your service.

Private Client