"Breadth of expertise across the spectrum of activity that charities operate. Edward Porter is erudite, personable and superb at simplifying complex issues."

Legal 500 2024

"Edward Porter is erudite, personable and superb at simplifying complex issues."

Legal 500 2023

"Combines legal scholarship, client insight and good humour to offer a superb service"

Legal 500 2022

"He is technically superb, has an intuitive understanding of legal issues and calmly works through even the most complex of problems." 

Legal 500 2021

I am a Partner in the Private Wealth team.

I undertake a broad range of private client work, including estate planning often involving trusts, tax, powers of attorney and wills for wealthy individuals and families.

My experience includes trust and probate administration and charity matters, including creating charities and governance.

I offer the role of trusted advisor to many clients who I have acted for over many years, and across generations and different branches of one family.

I am listed as a Next Generation Partner in Legal 500 for both Personal Tax, Trusts & Probate and for Charities and not-for-profit in the South West.

I am a member of the Society for Trust and Estate Practitioners.

Recent experience

Estate planning for families and trustees including Inheritance Tax planning and maximising relief on assets qualifying for business property relief and agricultural property relief

Administration and restructuring of a very valuable estate with specialist assets and foreign property in several jurisdictions.  Also providing further estate planning advice for beneficiaries

Trust planning by establishing new trusts and advising trustees in complicated family situations

Advice to charitable trustees on duties, governance, dealings in land, and Charity Commission applications

Advising on mental capacity and duties of attorneys

Legal 500 Next Gen Partner