Consultant

Lindsay Porter

Private Client

Lindsey Porter, Lodders Solicitors, Private Client, Stratford upon Avon

Short bio:

I am a consultant in Lodders’ Private Client team.

I advise individuals on estate and inheritance tax planning, including wills and the creation of trusts, small business owners on succession planning, and trustees on amending or terminating trusts.

I enjoy the variety of work in the Private Client team; meeting people, and finding out about their lives, and keeping abreast of changes in legislation relating to tax and trusts. No two clients are the same and I feel privileged to help each of them to achieve their aims in sorting out their financial affairs in a tax-efficient way, whilst taking into account their particular wishes, aspirations, and relationships with members of their family.

I am a member of The Society of Trust and Estate Practitioners and a director and the company secretary of the management company that owns the freehold of the property in which I live.


I am based in Stratford upon Avon

What I excel in:

  • Estate planning
  • Private Client
  • Tax and Trusts
  • Trust Administration
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