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 also advises high net worth individuals with regards to tax and estate planning, wills and powers of attorney.
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.
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.
James Wallace is listed as a recommended individual for Private client – Personal tax, trusts and probate – North West.
James Wallace provides ‘excellent support’ and is especially recommended for his work on disputes involving wills, trusts and estates.
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.
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.
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.
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.
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.
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.
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!
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.
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.