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We’ll work with you to understand what’s important to you, advising how you can best protect your family and assets.
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Planning for the future isn’t just about protecting your wealth - it’s about protecting your loved ones too. With the right advice, you can pass on your assets in a way that’s tax-efficient, legally secure, and aligned with your values.
Our Estate Planning Team works closely with individuals, couples, and families to create tailored strategies that give you peace of mind and clarity for the next generation.
Without a clear plan, your estate could face unnecessary tax bills, legal disputes, or delays. Worse still, it could put strain on family relationships at an already difficult time.
We help you take control - so your legacy is passed on smoothly, and your wishes are respected.
Succession planning often includes:
Tax is a key part of succession planning. Poor planning - or no planning - can significantly increase the tax burden on your estate. We’ll help you:
We’ll also help you avoid common pitfalls, such as triggering lifetime inheritance tax or capital gains tax charges through poorly structured gifts.
Sometimes, leaving assets outright isn’t the right choice. If a Beneficiary has a disability, lacks capacity, or is at risk of financial exploitation, we can help you put the right structures in place to protect them - without compromising your estate plan.
Even after someone has passed away, there may still be opportunities to reduce inheritance tax or protect assets - if action is taken quickly. Our team can advise Beneficiaries on their options and help secure long-term benefits for their families.
You’ve worked hard to build your wealth. We’ll help you protect it - and pass it on in the right way. Our team will create a strategy that reflects your values, supports your loved ones, and gives you confidence in the future.
Why Choose Porter Dodson?
- Recognised excellence – Ranked in both The Legal 500 and Chambers & Partners for our expertise in private client services, including Wills, Trusts, and Probate.
- Clear, compassionate advice – We speak your language, not legal jargon, and tailor our guidance to your personal circumstances.
- Joined-up legal support – Our team works seamlessly across estate planning, tax, property, and disputes to protect your interests.
- Trusted by generations – With deep roots in the community, we’ve supported families and business owners across the South West for decades.
We’re here to make sure your wishes are respected, whatever the future brings.
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I instructed Ellice Pounder recently to write my Will. She was excellent, very professional and I was well advised throughout the process. I would highly recommend Ellice.
Beth
I experienced a very helpful, friendly and approachable service whilst accepting advice during the appointments I attended for the making of my Will.
Marion
I would like to repeat my thanks to you and Caitlin for all the work involved in setting up our Lifetime Settlement. The Trust Deed was clear and followed the expressed wishes we gave you. You kept us fully informed at all times and the preparation, completion and registration were carried out in a most professional way with minimum delay. I would not hesitate to recommend Porter Dodson to any family member or friend seeking legal advice on trusts and wills and other related legal matters.
Michael
I would like to say a special thank you to Rose who has always been very approachable and friendly, leaving me at ease whenever I have had a question.
Debbie
