Department profile
Stevens & Bolton LLP

Private Wealth Law

High Net Worth Guide 2025 : Guildford and surrounds

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Stevens & Bolton LLP

Rankings

About

Provided by Stevens & Bolton LLP

Our private client team advises on the full spectrum of contentious and non-contentious private client matters including: wills and lasting powers of attorney; succession planning; UK and international trusts; planning for non-UK domiciliaries; obtaining probate, estate administration and post-death variations; taxation; charities; heritage property; landed estates; disputes in relation to wills and trusts, or their management, and tax litigation.

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.

Chambers Review

Provided by Chambers

Private Wealth Law - Guildford and surrounds

Band 1

What the Team is Known For
Stevens & Bolton has a particularly strong private client team. The team is capable of handling high-value and cross-border contentious as well as non-contentious trusts and estates matters.
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Strengths

Provided by Chambers

  • Stevens & Bolton is responsive, thorough, and collaborative. The firm is resourceful in finding practical solutions in challenging technical situations.

    Private Wealth Law respondentHigh Net Worth

  • Stevens & Bolton's partners and employees are highly proactive, approachable, responsive and deliver a truly first-class service.

    Private Wealth Law respondentHigh Net Worth

  • Stevens & Bolton are commercial in getting to the point and providing succinct, practical advice in a timely fashion.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • James Lister
    James Lister

    James Lister

    James Lister is esteemed as one of the leaders in the field of private wealth disputes.

    • James Lister is incredibly dynamic and has become quite a thought leader in the profession.

      Private Wealth Law respondentHigh Net Worth

    • James Lister is a very approachable, technically excellent lawyer who also has brilliant emotional intelligence. He is understanding and supportive of clients.

      Private Wealth Law respondentHigh Net Worth

    • James Lister is a lovely human being and a really good lawyer; he is also strategic in approach.

      Private Wealth Law respondentHigh Net Worth
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  • Daryl Fox
    Daryl Fox

    Daryl Fox

    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.

      Private Wealth Law respondentHigh Net Worth

    • Daryl leads the team with aplomb. Her wisdom and experience gives her the edge when thinking around client problems.

      Private Wealth Law respondentHigh Net Worth
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  • James Hardaker
    James Hardaker

    James Hardaker

    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.

      Private Wealth Law respondentHigh Net Worth

    • James Hardaker is technically able, pragmatic and approachable. He is a good all-rounder.

      Private Wealth Law respondentHigh Net Worth
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  • Rosie Todd
    Rosie Todd

    Rosie Todd

    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.

      Private Wealth Law respondentHigh Net Worth

    • Rosie is an excellent private client lawyer dealing with wealth structuring and estate matters.

      Private Wealth Law respondentHigh Net Worth

    • Rosie is personable, unflappable and highly commercial. I know that my clients are in safe hands with her.

      Private Wealth Law respondentHigh Net Worth
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  • Jack Bailey
    Jack Bailey

    Jack Bailey

    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.

      Private Wealth Law respondentHigh Net Worth

    • Jack Bailey is an all-round competent litigator. He gets into the weeds of a case.

      Private Wealth Law respondentHigh Net Worth

    • Jack Bailey is a brilliant guy. He brings the relevant parts of different teams together to produce a really client- and user-friendly solution.

      Private Wealth Law respondentHigh Net Worth

    • Jack Bailey is very charming, with inner steel.

      Private Wealth Law respondentHigh Net Worth
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  • Matthew Peto
    Matthew Peto

    Matthew Peto

    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.

      Private Wealth Law respondentHigh Net Worth
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  • Hayley Robinson
    Hayley Robinson

    Hayley Robinson

    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.

      Private Wealth Law respondentHigh Net Worth

    • Hayley Robinson is smart, dynamic and excellent. She is always getting us solutions.

      Private Wealth Law respondentHigh Net Worth

    • Hayley Robinson is great. She is really bright and conscientious.

      Private Wealth Law respondentHigh Net Worth
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Ranked Individuals at Stevens & Bolton LLP (7)

Guildford and surrounds

The South

Members

Provided by Stevens & Bolton LLP

Stevens & Bolton LLP has rankings in the following guides

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