James Lister > Stevens & Bolton LLP > Guildford, England > Lawyer Profile

Stevens & Bolton LLP
WEY HOUSE
FARNHAM ROAD
GUILDFORD
GU1 4YD
England
James Lister photo

Work Department

Private wealth disputes

Position

Partner and head of private wealth disputes with particular expertise in disputes focusing 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

Partner, Stevens & Bolton LLP 2019

Memberships

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

Lawyer Rankings

South East > Private client > Contentious trusts and probate

(Next Generation Partners)

James ListerStevens & Bolton LLP

Praised by clients for its ‘well-judged and commercially-minded’ approach, Stevens & Bolton LLP regularly assists individuals and corporate trustee companies with claims and disputes concerning the management and administration of trusts or estates, asset recovery, and professional negligence claims against former advisers. ‘First-class lawyer’ James Lister heads the practice and is a key contact for high-net-worth individuals, while Jack Bailey handles claims for breach of trust, frequently appearing before the Court of Protection. Ellie Sullivan and Hayley Robinson routinely advise on will validity and Inheritance Act 1975 claims.

South East > Employment > Pensions

The pensions team at Stevens & Bolton LLP, led by Andy Williams, advises on a range of contentious and non-contentious matters, with specific industry expertise in the manufacturing, energy, professional services, and private client sectors. Key types of work include corporate support, employer and trustee advice, scheme governance and funding, and transactional support regarding complex pension arrangements. Williams is noted for his particular expertise advising on reorganisations, TUPE transfers and has experience in the Employment Tribunal and High Court on a range of contentious matters. James Lister brings valuable experience as a trusts litigator. The practice is based in Guildford.

London > Private client > Contentious trusts and probate

(Next Generation Partners)

James Lister  –Stevens & Bolton LLP

James Lister heads ‘a young, ambitious and motivated team of high-quality lawyers’ at Stevens & Bolton LLP. It advises a wide range of clients, from private individuals to corporate trustees. Areas of focus for the group span advising on claims in multiple jurisdictions, as well as handling trust and property disputes in a matrimonial context. Other areas of expertise include advising on professional negligence claims against former advisors. Jack Bailey was promoted to the partnership in April 2024.