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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.

Very helpful and friendly service. Would use again when needed.

Private Client

Excellent and friendly personal service. Clean tidy premises which inspire confidence. Meet and greet team are a credit to you. Can do attitude. Thank you.

Timothy

Excellent and friendly personal service. Clean tidy premises which inspire confidence. Meet and greet team are a credit to you. Can do attitude. Thank you.

Timothy

Friendly, helpful and easy to make contact. First class service.

Victor