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.”