Region Area

Lawyers

James Lister

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

Mentions