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Jamie Davies

Associate (TEP)

Why choose me

As a part of the Private Client team, I ensure clients and their families are prepared for the future, and I’m there for them when they need our support the most.

My role as a private client lawyer, is to help people during what is already a difficult time and I look to relieve them of the burden of probate administration. I’m there for my clients every step of the way, and I take the time to explain matters fully in a way ensures they feel in control and totally informed.

I mostly work with individual clients and families over the time it takes to administer the estate, and I establish good relationships with both them and their trusted advisers, such as estate agents, banks, stockbrokers and share registrars.

I’m a full member of STEP (Society of Trust and Estate Practitioners).

Outside work, I love spending time with family and to watch or play football.

Contact details

Send me a message

Teams I work with

As a part of the Private Client team, I ensure clients and their families are prepared for the future, and I’m there for them when they need our support the most.

My role as a private client lawyer, is to help people during what is already a difficult time and I look to relieve them of the burden of probate administration. I’m there for my clients every step of the way, and I take the time to explain matters fully in a way ensures they feel in control and totally informed.

I mostly work with individual clients and families over the time it takes to administer the estate, and I establish good relationships with both them and their trusted advisers, such as estate agents, banks, stockbrokers and share registrars.

I’m a full member of STEP (Society of Trust and Estate Practitioners).

Outside work, I love spending time with family and to watch or play football.

Related services and specialisms from HCR Law

Questions my clients ask me

Make use of the exemptions and reliefs available, such as gifts within your annual allowances, gifts to charity either during your lifetime or in your will, and gifts made out of excess income.

The national average is around six to nine months. It usually takes two to three months to obtain the grant of probate on a simple estate, but the remainder of the process will depend on what instructions are given.

Read what my clients say about me

I’ve received a first-class service from HCR’s Private Client team.

I’m exceptionally pleased with the work that has been carried out for me.

Mrs S Estate Administration

When Mr D’s wife died in 2021 he required help with getting probate for her estate. He turned to Private Client Associate Jamie Davies for guidance, advice and understanding. Jamie provided assistance with the administration of the estate, obtaining probate and assisting with matters until the estate’s conclusion.

Mrs D’s will included a discretionary trust; Jamie advised Mr D on the options available to him. Following this advice, Mr D instructed Jamie to provide assistance with restructuring a trust from a discretionary one to a life interest one, and adding his children as trustees. Jamie also provided assistance with registering the trust on the Trust Registration Service.

Lastly, Jamie’s client wanted to make amendments to his will, and spoke to him about how to go about doing that. Jamie guided him through the process as well as providing initial advice around gifting assets.

Following completion, Mr D said: “I should like to thank you for your care and diligence in making sure that everything is in order.”

Advice on probate, restructuring trust and altering will lead to testimonial

Awards and endorsements

STEP

STEP

Legal updates and thought leadership

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