Chester 01244 405 555

Grosvenor Court
Foregate Street Chester
Cheshire CH1 1HG
DX: 19990 Chester

Shrewsbury 01743 443043

Lakeside House
Oxon Business Park
Shrewsbury SY3 5HJ
DX: 148563 Shrewsbury 14

Airport City, Manchester 0161 537 3324

Offices 204 and 205
Manchester Business Park
3000 Aviator Way
Manchester M22 5TG

James Wallace

Contested Wills, Trusts & Estates Partner

01244 405588 / 07817 551272
Email Me

About James Wallace

James specialises in the resolution of disputes involving Wills, Trusts and Estates. He has particular expertise in dealing with challenges to wills, often on grounds of lack of testamentary capacity, undue influence or fraud. He also represents individuals and estates in respect of claims under the Inheritance (Provision for Family and Dependents) Act 1975.

James also specialises in the resolution of trust disputes, both between trustees themselves and with beneficiaries. This includes advising executors and trustees of estates where a dispute has arisen in the course of an estate administration and beneficiaries of estates who might be unsatisfied with the conduct of the executors and trustees.

James uses a creative and collaborative approach to finding common ground between parties involved in estate disputes and where possible seeks to find a satisfactory resolution without having to involve the courts. Where the involvement of the court is required, he advises clients as to the most appropriate method of achieving their objective as quickly and as cost effectively as possible. He has a network of highly specialist mediators and barristers practising in this area and is able to draw on their additional expertise as and when required. With his in depth knowledge of tax law, James is also able to structure settlements in a tax efficient manner for the benefit of all parties involved.

James is a fully qualified member of STEP (Society of Estate & Trust Practitioners) and a member of ACTAPS (The Association of Contentious Trust and Probate Specialists).

Examples of cases in which James has been involved include the following:

  • Acting for beneficiaries seeking to set aside a will believed to be invalid on grounds of lack of testamentary capacity
  • Acting for the beneficiaries of a Will being challenged on grounds of undue influence
  • Representing a spouse bringing a claim against her husband’s estate for financial provision under the Inheritance Act
  • Advising an executor of an estate involved in a dispute with his co-executor about how the estate should be administered
  • Successfully reaching a settlement for a client challenging a Will on grounds of undue influence and fraud
  • Achieving a settlement for a client seeking provision from an estate for care services provided to the deceased on grounds of promissory estoppel
  • Advising trustees with regards to the removal of a trustee where the trustees could not agree a course of action
  • Assisting beneficiaries with the interpretation and validity of a poorly drafted homemade will
  • Pursuing a claim on behalf of an estate for a greater beneficial share in the matrimonial property where the deceased made the majority of the financial contributions

James’s specialist knowledge also encompasses traditional wills and estates work. Given James’s 12 years of experience working within the field of wills, tax and estates, he is well placed to advice in relation to complex wills, lasting powers of attorney, trusts, tax planning and estate administration on a national and international level.

Commentary

Chambers and Partners 2021 High Net Worth Private Wealth Disputes
– “He is a very knowledgeable practitioner who was able to explain our options clearly and unambiguously whilst still being prepared to listen to our concerns and answer all questions patiently and empathetically.”

– “James Wallace is an expert in contentious private client matters, including will challenges and Inheritance Act claims. “He is very easy to deal with and gives clear, practical advice. I have always been impressed with his clarity of thinking,” says an interviewee, who adds: “He is also able to assist very promptly when there is an urgent need.”

– “professional, thorough and considerate”

Legal 500 North West Contentious Trusts and Probate
– “James Wallace provides ‘excellent support’ and is especially recommended for his work on disputes involving wills, trusts and estates.”

– “jointly heads up the contentious trusts and probate team”

– “acts for a large number of high-net-worth individuals”

After a long and emotional process dealing with the Estate of a close family member, where the solicitor initially instructed was not progressing the matter effectively, I sought the services of James Wallace. He intervened and took control of the situation on behalf of our family. After the first phone call with James, I felt as if I had come across someone that genuinely wanted to help. His personable approach put me and my family at ease as he professionally managed and facilitated everything for us.

Client

During an extremely dark and difficult period of my life I was faced with having to deal with my late husband’s probate. I contacted Aaron & Partners’ James Wallace to oversee this emotional process for me. From day one I sensed an extreme level of professionalism through his calmness, manner and empathy. Throughout the process of dealing with the complex probate, my opinion on James was enhanced by every interaction I had with him.

James radiated a feeling of total professionalism and is the epitome of a compassionate and effective solicitor. I was vulnerable emotionally and financially and James was able to efficiently deal with my matter, whilst showing a great deal of empathy towards my personal situation. I cannot endorse him at a higher level.

Mrs J Welland

We would have no hesitation in recommending James Wallace of Aaron and Partners.  The work carried out for us and on behalf of our clients in respect of difficult trust and estate disputes during the past two years has been exemplary.  Aaron & Partners are efficient, accessible and completely transparent with regard to fees and costs before commencing the assignment.

Nick and Victoria Randall - Alington Ruthin Stockbrokers

I’ve worked with James on several occasions, and found him to be professional, friendly and extremely knowledgeable in his field of expertise. He is a great asset to Aaron & Partners and his clients alike.

Richard Medlicott - Chartered Financial Planner

Having dealt with James during the very sad and stressful legal management of a close member of my families’ last Will & Testament, I found James to be an extremely competent, understanding and empathetic Solicitor during the sometimes very complex dealings of the estate.

Tony Dilks - Senior Partner, Balance Partnership

I cannot recommend James highly enough. From the initial meeting, to advice on setting up a will for my terminally ill uncle, through to dealing with probate issues etc. At a time when we were emotionally vulnerable, James made sure that my late uncle’s wishes were courteously and professionally provided for. James, from all the family, thank you.

Peter Lewis

Very neat re navigating taxes, capital gains, IOUs, estate, trust and existing ownership. You have served my parents, my brother and myself well. Thank you.

Client

Thank you for your hard work and yes, we are pleased.  R feels our case has been proved and therefore cleared his good name. We do appreciate all you have done and agreeing to continue when we were expecting to have to give up.

Client

James was extremely knowledgeable, approachable and a pleasure to deal with. As a solicitor myself I understand how important it is to provide the highest possible level of client care – and James did that!

Client

Thank you for all the effort you put into sorting my husband’s estate. The way you dealt with things made the worst time in my life a just a little more bearable.

Client

We can only thank you again for your steady and sensitive handling of this painful matter – it has been a bruising experience, but I personally am enormously grateful to you for steering us all carefully to this ‘maximum’ outcome.

Client

Contact Us