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About 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.

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

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.”
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Guidance across three issues leads to testimonial for Private Client Associate

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, when Mrs T’s mother died, she again turned to Jamie in 2021 during the administration of her late mother’s estate, which was more complex and required the sale of a property. This time, probate was obtained in four months, with Jamie providing advice on Capital Gains issues Tax relating to the property which achieved a tax saving for his client. The administration was completed in just under two years. When it came to the deed of variation, Mrs T turned to Jamie once more for help to vary her late mother’s will. This was in order to provide her children with some financial support. Mrs T said: “I would like to thank you for the way you dealt with my parents’ estates – making something which was completely new to me as straightforward as you did.”
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“A first-class service” – estate administration assistance leads to testimonial

Mrs S recently required urgent assistance with obtaining probate for her late father’s estate in order to avoid losing a buyer during sale of her father’s property. She spoke to Associate Jamie Davies in our Private Client team, who provided assistance with the administration of the estate, leading to probate being obtained. This meant the sale of the property could complete, and the estate administration was finalised in nine months. Following Jamie’s help, Mrs S said: “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.”
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Top Tips & FAQs

Discover my top tips

Planning for the future today will make matters straightforward to follow at a time that’s already difficult for your family.

Nobody wants to think about it, but having an early discussion with children or family members to explain what you want to happen with regards to medical treatment and funeral arrangements is essential, especially in the event that you lose mental capacity.

Keep clear records of your assets, any gifts you make, and know where you have stored any important documentation to assist your executors in the probate administration process.

Read questions I'm frequently asked

How do I reduce my inheritance tax liability?

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.

How long is the probate administration process going to take?

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.

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