England - South East • Private client

Stevens & Bolton LLP

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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.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • 'James Lister is reliable, personable and technically excellent.'
  • 'James Lister has now firmly arrived at the top of the profession. He is technically exceptional,  able to distill the most complex points down for clients, and a delight to work with. A rare combination of brains and personality.'
  • 'James Lister is an extremely able litigator who has built up and heads a fantastic team.'
  • 'James Lister always offers his clients a fantastic service. He inspires confidence with his profound understanding of trust and estates law and his vast experience of complex family disputes.'
  • 'Jack Bailey is one to watch. He is well-liked by clients and is a calming presence in hard-fought litigation.'
  • 'Jack Bailey has been doing partner level work for some time. He has good judgement, technical knowledge and a calm measured approach.'
  • James Lister is savvy and sharp - the go to out of London solicitor in this area.'
  • 'Jack Bailey is an up and coming superstar.'

Work highlights

  • Acted for a Court appointed administrator in the Reeves v Drew case, involving a large estate dispute between multiple parties.
  • Assisted several family members in defending a worldwide freezing injunction over assets in several different jurisdictions.
  • Advised the trustee of a substantial disputed estate containing real property and private company shareholdings.

Lawyers

Next Generation Partners

James Lister

James Lister

Stevens & Bolton LLP

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.

Practice head

The lawyer(s) leading their teams.

James Lister

Other key lawyers

Hayley Robinson, Ellie Sullivan, Jack Bailey