Edward Porter

Edward undertakes a broad range of private client work.  He offers the role of trusted advisor to many wealthy individuals, business owners and families across generations.  Typically, Edward will work closely with the family’s other private capital advisors to provide a coordinated and holistic service.

Edward provides estate planning often involving family businesses combined with trusts, family investment companies, tax, powers of attorney and wills.

His experience also includes trust and probate administration, and charity matters including creating registered charities and governance.

Edward is ranked in Chambers & Partners for Private Wealth (High Net Worth), Bristol and surrounds in Band 2, and listed as a Leading Partner in Legal 500 for both Personal Tax, Trusts & Probate and for Charities and not-for-profit in the South West.

Private wealth – estate planning for high-net worth clients and business owners, including Inheritance Tax planning and maximising business and agricultural property relief.

Trusts and succession – trust creation, administration and restructuring of valuable estates with specialist and foreign assets.

Mental capacity – attorneys’ duties and complex family situations.

Charity – establishing charities, governance advice and Charity Commission applications.