Client Story

Guidance across three issues leads to testimonial for Private Client Associate

6th March 2024

Last Will and Testament document being signed

Mrs T required help with three separate issues over a number of years relating to administering her father and mother’s estate in 2018 and 2021 respectively. She also needed the completion of a deed of variation in order to vary her mother’s estate to redirect some of her inheritance to her children. She turned to Private Client Associate Jamie Davies for guidance and advice.

Jamie met with Mrs T and her mother in 2018 to discuss her late father’s estate and their requirements. With Jamie’s help, probate was obtained in three months, with the administration finalised in the space of a year.

Following this, Mrs T turned to Jamie twice more for his expertise.

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