James Lister > Stevens & Bolton LLP > Guildford, England > Lawyer Profile
Stevens & Bolton LLP Offices
WEY HOUSE
FARNHAM ROAD
GUILDFORD
GU1 4YD
England
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James Lister
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)Stevens & Bolton LLP is led by James Lister who helms domestic and international trust, estate and succession matters, while Hayley Robinson routinely advises private clients on their role as executors, trustees, and beneficiaries. The department has recently also been recently bolstered by the arrival of Ellie Sullivan from Thomson Snell & Passmore in March 2023. All of the individuals that have been mentioned are located in Guildford.
London > Private client > Contentious trusts and probate
(Next Generation Partners)Stevens & Bolton LLP fields ‘probably the best team outside of London.’ Practice head, James Lister ‘has been effective in growing the team and the reputation.’ The practice is seeing an increasing number of appointments to act as independent trustee, executor and administrator. These appointments are routinely for complex multi-million-pound estates that are facing several disputes and are frequently as a result of an executor removal application. Managing associate Jack Bailey specialises in private wealth disputes across the UK, which often involve international and offshore elements.
Lawyer Rankings
- Contentious trusts and probate South East > Private client
- Next Generation Partners South East > Private client > Contentious trusts and probate
Top Tier Firm Rankings
- Finance > Banking and finance
- Dispute resolution > Commercial litigation: Kent, Surrey and Sussex
- Real estate > Commercial property: Kent, Surrey, Sussex
- Real estate > Construction
- Private client > Contentious trusts and probate
- Corporate and commercial > Corporate and commercial: Kent, Surrey, Sussex
- Corporate and commercial > Corporate tax
- Employment > Employment: Kent, Surrey, Sussex
- Real estate > Environment and planning
- Private client > Family: Kent, Surrey, Sussex
- Employment > Immigration
- Finance > Insolvency and corporate recovery
- TMT (technology, media and telecoms) > Intellectual property
- TMT (technology, media and telecoms) > IT and telecoms
- Private client > Personal tax, trusts and probate: Kent, Surrey, Sussex
- Real estate > Property litigation