Knowledge Hub
Join the Conversation!
Impartial and independent, ThoughtLeaders4 Private Client Knowledge Hub hosts cutting edge industry content and insight.
Email maddi@thoughtleaders4.com to submit content.
60-Seconds with: Craig Dinnett, Associate, Collas Crill
Date: 05/01/2022 Type: 60 seconds with Articles Community Magazine Interviews ThoughtLeaders 4 Content Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Q) What is your key area of practice?
A) I work in the international private client and trusts team at Collas Crill.
Q) What are you most going to focus on in the next 12 months?
A) Over the next 12 months I hope to consolidate what I have learned so far since making the move to the offshore market in February 2021. My personal focus will be split three ways:1) developing my knowledge of the offshore estate and succession planning world 2) developing my knowledge and expertise in trust advisory work 3) undertaking the STEP diploma in International Trust Management.
Q) What do you see as the biggest upcoming challenge you face as a practitioner?
A) Striking the balance between producing high quality work while also meeting the time and financial expectations of clients. Also winning new work in an increasingly competitive world where there is always someone (or something – AI) that can do a similar job quicker, cheaper or both.
Q) Why did you choose to attend TL4 x ConTrA’s Private Client Summer School and what did you achieve from attending?
A) I wanted to broaden my own knowledge whilst meeting other practitioners in my own practice area and practice areas where there is a good amount of overlap and cross-referral. I definitely achieved this and left motivated to improve my expertise and network.
Q) How did it feel to be back at a physical event?
A) It was very good. Admittedly a bit strange at first but any nerves or concerns about mixing in large groups etc were quickly overcome.
Q) What was your key takeaway from any one of the sessions at Private Client Summer School over the 2 days?
A) Sophia Rogers’ session on Probate Disputes was a highlight and my main takeaway was the need to be acutely aware of capacity concerns and the importance of clearly documenting the steps undertaken to investigate a client’s capacity, or lack thereof.
Q) What would you say to people thinking of attending one of our summer schools in the future?
A) Go for it. Even if unsure of what you will take from it, attend with an open mind and you will learn something new and meet people with like-minded interests and careers.
Q) What does the perfect weekend look like?
A) Lots of good food and my trail running shoes for two uninterrupted days of hill running in Glencoe, Scotland.
Q) What is the one thing you could not live without?
A) My wife and son, everything else is just stuff.
Q) Who would you most like to invite to a dinner party?
A) Eliud Kipchog
Share
Author
Our Private Client Community Partners
