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WEY HOUSE, FARNHAM ROAD, GUILDFORD, GU1 4YD, ENGLAND
Tel:
Work 01483 302264
Fax:
Fax 01483 302254
DX:
2423 GUILDFORD-1
Email:
Web:
www.stevens-bolton.com

James Lister

Tel:
Work +44 (0)1483 406437
Email:
Stevens & Bolton LLP

Work Department

Litigation/Contentious Trusts & Estates

Position

Managing Associate - Trust and Estate disputes 

James is a specialist trust and estates litigator, with particular expertise in disputes focussing on UK trust and probate claims. He advises primarily on disputes relating to HNW and UHNW individuals and their affairs, both on and offshore. Within this, James has substantial experience in advising trustees and beneficiaries on trust claims and also on contested probate matters. James regularly advises clients on claims under the Inheritance (Provision for Family and Dependants) Act 1975 and concerning disputes over estate and trust administration.

James also has expertise in contested Court of Protection matters, with disputes involving attorneys and Deputies, in particular regarding applications to remove or appoint attorneys/Deputies and applications for statutory wills.

Career

Trained Charles Russell LLP 2007 – 2009

Qualified Charles Russell LLP 2009

Senior Associate, Charles Russell LLP 2014

Senior Associate, Stevens & Bolton LLP 2017

Managing Associate, Stevens & Bolton LLP 2018

Member

ACTAPS (Association of Contentious Trusts and Probate Solicitors), APL (Association of Pensions Lawyers)

Education

University of Nottingham 2001 – 2004: BA (Hons)

University of Nottingham 2005: MA

College of Law 2005 – 2007: LLB


London: Private client

Contentious trusts and probate

Within: Contentious trusts and probate

Managing associate James Lister  at Stevens & Bolton LLP  is a ‘commercially astute, very hardworking and most importantly approachable’. Lister is experienced in advising on disputes over estate administration and claims under the Inheritance (Provision for Family and Dependants) Act 1975. The team focuses on high-value UK trust and estate work and advises trustees, beneficiaries, executors and claimants alike.

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South East: Human resources

Pensions

Within: Next generation lawyers

James Lister - Stevens & Bolton LLP

Within: Pensions

The 'value for money' Stevens & Bolton LLP gives ‘excellent advice and support and clear useful advice provided in a timely manner’. The firm’s expertise covers a broad range of pensions matters, such as governance, benefit changes, winding-up and Pension Protection Fund-related issues, across a wide range of industry sectors including autmobiles and parts, consumer product manufacturing, and pharmaceuticals and life sciences. Key figure Gabrielle Holgate ‘gives an outstanding service; she is thorough and knowledgeable and gives easy to understand advice’; she recently assisted Godiva with the review of a life assurance trust deed and relevant rules for the provision of life assurance benefits and continues to advise the trustees of the Wincor Nixdorf defined benefit and Diebold Nixdorf defined contribution pension schemes. Senior associate James Lister joined the team from Charles Russell Speechlys LLP, bringing his substantial experience of advising pension scheme trustees and employers regarding their position in contentious situations.

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South East: Private client

Personal tax, trusts and probate: Kent, Surrey, Sussex

Within: Personal tax, trusts and probate: Kent, Surrey, Sussex

The 'first-class' team at Stevens & Bolton LLP is 'terrifically responsive' and 'quickly grasps the essence of the matter and provides clear, timely and commercial advice'. Practice head Stuart Skeffington provides 'advice which is of the standard expected from the very top City firms, but at a fraction of the price' and Rosie Todd is also in demand as a 'go-to adviser'. The team assists with all areas of private client work, including succession planning, tax and tax regulatory and trust matters concerning complex, high-value estates, as well as international tax advice for non-domiciled residents. It advises high-net-worth individuals, business owners and trustees including those based offshore. Other key team members include Nick Acomb, Daryl Fox and senior associate James Lister, who heads the contentious trusts and probate division. Matthew Carman left private practice in September 2017.

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