OUR PEOPLE

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.”

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.”

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.”