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Aaron & Partners LLP

5-7 GROSVENOR COURT, FOREGATE STREET, CHESTER, CH1 1HG, ENGLAND
Tel:
Work 01244 405555
DX:
19990 CHESTER
Email:
Web:
https://www.aaronandpartners.com

James Wallace

Tel:
Work 01244 405588
Email:
Aaron & Partners LLP

Work Department

Wills, Trusts and Tax Law

Position

Contested Wills, Trusts & Estates Partner

Career

James specialises in the resolution of disputes involving Wills, Trusts and Estates. He has particular expertise in dealing with challenges to wills, often on grounds of lack of testamentary capacity, undue influence or fraud. He also represents individuals and estates in respect of claims under the Inheritance (Provision for Family and Dependents) Act 1975.

James also specialises in the resolution of trust disputes, both between trustees themselves and with beneficiaries. This includes advising executors and trustees of estates where a dispute has arisen in the course of an estate administration and beneficiaries of estates who might be unsatisfied with the conduct of the executors and trustees.

James uses a creative and collaborative approach to finding common ground between parties involved in estate disputes and where possible seeks to find a satisfactory resolution without having to involve the courts. Where the involvement of the court is required, he advises clients as to the most appropriate method of achieving their objective as quickly and as cost effectively as possible. He has a network of highly specialist mediators and barristers practising in this area and is able to draw on their additional expertise as and when required. With his in depth knowledge of tax law, James is also able to structure settlements in a tax efficient manner for the benefit of all parties involved.

James also advises high net worth individuals with regards to tax and estate planning, wills and powers of attorney.

Member

James is a member of ACTAPS (The Association of Contentious Trust and Probate Specialists).

Education

James is a fully qualified member of STEP (Society of Estate & Trust Practitioners).


North West: Private client

Contentious trusts and probate

Within: Contentious trusts and probate

Clive Pointon   heads the department at Aaron & Partners LLP  and James Wallace leads the contentious probate part of the team. David Mann is ‘quick, efficient and a good communicator’. Wallace specialises in the resolution of disputes involving wills, trusts and estates. He has particular expertise in dealing with challenges to wills, often on the grounds of lack of testamentary capacity, undue influence or fraud. He also represents individuals and estates in relation to claims under the Inheritance (Provision for Family and Dependents) Act 1975.

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Personal tax, trusts and probate

Within: Personal tax, trusts and probate

The ‘extremely knowledgeableClive Pointon  heads the team at Aaron & Partners LLP . Pointon has a ‘wealth of experience. He is friendly, approachable and offers suggestions about complex legal issues in an articulate and readily understandable way’. James Wallace  is ‘excellent in every way. He is very professional but also very personable and knowledgeable’. Capital tax work remains the mainstay of the practice. Pointon is also well regarded for his work as a court of protection deputy and is increasingly advising elderly retirees about repatriating foreign assets. The firm’s involvement in deputyship matters throughout the North and mid Wales remains significant.

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