Provided by Stevens & Bolton LLP
Much of our work has an international dimension and involves succession and trust based issues, as well as tax concerns.
On contentious matters, we are particularly experienced in advising on trustees’ applications to court for relief and regarding claims under the Inheritance Act 1975.
Additionally, the team has substantial experience of dealing with trust and property disputes in a matrimonial context, advising on attacking and defending trusts and trustees that are caught up in matrimonial proceedings, and on trust-related proceedings arising from property disputes.
We advise a broad client base, including individuals, globally wealthy families, leading financial institutions, trustees, charities, family offices and individuals in the sport and music industries. We also have specific expertise in advising fund managers and entrepreneurs. Our strength lies in being able to give advice to clients which is tailored to both their personal and financial situation.
Provided by Chambers
Provided by Chambers
Stevens & Bolton is responsive, thorough, and collaborative. The firm is resourceful in finding practical solutions in challenging technical situations.
Stevens & Bolton's partners and employees are highly proactive, approachable, responsive and deliver a truly first-class service.
Stevens & Bolton are commercial in getting to the point and providing succinct, practical advice in a timely fashion.
Stevens & Bolton is responsive, thorough, and collaborative. The firm is resourceful in finding practical solutions in challenging technical situations.
Stevens & Bolton's partners and employees are highly proactive, approachable, responsive and deliver a truly first-class service.
Stevens & Bolton are commercial in getting to the point and providing succinct, practical advice in a timely fashion.
Provided by Chambers
James Lister is incredibly dynamic and has become quite a thought leader in the profession.
James Lister is a very approachable, technically excellent lawyer who also has brilliant emotional intelligence. He is understanding and supportive of clients.
James Lister is a lovely human being and a really good lawyer; he is also strategic in approach.
Daryl Fox is well regarded and advises on a range of private client matters, including estate administration.
Daryl Fox is technical and is excellent. She is a very good, safe pair of hands.
Daryl leads the team with aplomb. Her wisdom and experience gives her the edge when thinking around client problems.
James Hardaker is a partner at Stevens & Bolton, and regularly advises wealthy clients on cross-border tax and succession planning matters.
James Hardaker is excellent. He is great with clients and comfortable advising on complex matters while giving clear and considered advice.
James Hardaker is technically able, pragmatic and approachable. He is a good all-rounder.
Rosie Todd is a partner at Stevens & Bolton and has particular expertise in personal tax planning around business exits, private equity deals and investment fund structures. Todd regularly advises wealthy clients on their closely held businesses and trust structures.
Rosie Todd has exceptional knowledge and a very reassuring and collaborative approach to dealing with clients.
Rosie is an excellent private client lawyer dealing with wealth structuring and estate matters.
Rosie is personable, unflappable and highly commercial. I know that my clients are in safe hands with her.
Jack Bailey is a partner at Stevens & Bolton and has a significant reputation for representing clients in complex, often multi-jurisdictional trust disputes.
Jack Bailey is very approachable, straightforward and solution-focused.
Jack Bailey is an all-round competent litigator. He gets into the weeds of a case.
Jack Bailey is a brilliant guy. He brings the relevant parts of different teams together to produce a really client- and user-friendly solution.
Jack Bailey is very charming, with inner steel.
Matthew Peto is a partner at Stevens & Bolton. Peto advises wealthy clients on trusts and estates matters, and is particularly noted for his knowledge and technical capabilities.
Matthew Peto has a great legal knowledge and an ability to manage detail. He is not challenged by complex arrangements.
Hayley Robinson is a senior associate at Stevens & Bolton and has a growing reputation among clients and peers for her contentious trusts and estates expertise.
Hayley Robinson is super bright, super enthusiastic and gets things done on a case.
Hayley Robinson is smart, dynamic and excellent. She is always getting us solutions.
Hayley Robinson is great. She is really bright and conscientious.
Provided by Stevens & Bolton LLP
Head of Department
Head of Department