TL4

60-Seconds With: Rosie Taylor, Associate, Womble Bond Dickinson  

Date: 05/01/2022 Type: 60 seconds with Community Magazine Interviews ThoughtLeaders 4 Content Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax | Author:

Q) What is your key area of practice?

A) Trusts and inheritance disputes.

 

Q) What are you most going to focus on in the next 12 months?

A) I have a number of cases which I have been working on for a long time (some since I qualified in 2018), which are going to trial / final hearing over the next 12 months so I will be looking forward to working on those and doing the best for our brilliant clients. I will also be focussing on making connections and meeting with other private client practitioners – like many others, after the pandemic and a lot of virtual meetings and events, there is some lost time to make up for, in person!

 

Q) What do you see as the biggest upcoming challenge you face as a practitioner?

A) I am taking on a management role as a supervisor for a trainee solicitor in our team, and we are in a hybrid working environment. I am really looking forward to taking on that challenge and assisting with the development of junior colleagues.

 

Q) Why did you choose to attend TL4 x ConTrA’s Private Client Summer School and what did you achieve from attending?

A) I chose to attend for a few reasons. One was that the agenda looked very interesting and varied. I thought it was a great idea to do a mix of technical sessions on a variety of issues facing private client practitioners – both contentious and non-contentious – and also soft skills sessions. Some of the sessions were good knowledge reinforcement, and then there were a lot of new points which I learned about too. Additionally, it is relatively rare to have an opportunity to attend a conference which is targeted at professionals at the junior end of their career. This was a great opportunity to meet peers and make connections for the future.

 

Q) How did it feel to be back at a physical event?

A) It was exciting. I am an advocate for utilising technology as much as possible, and I think virtual meetings and events are great. However, for me, there is no replacement for getting to know likeminded practitioners in person.

 

Q) What was your key takeaway from any one of the sessions at Private Client Summer School over the 2 days?

A) There was so much informative and interesting content, it really is tricky to choose just one session. There was a great session about ‘how to lose / keep clients’ and one key point (amongst many) is the reminder to think creatively about what the particular clients’ priorities are (which will obviously vary between clients and their legal interests) and to focus on those in the initial meeting(s).

 

Q) What would you say to people thinking of attending one of our summer schools in the future?

A) I would tell them to go for it! And that when they do, make the most of speaking to as many attendees as possible and discuss your respective careers and experiences.

 

Q) What does the perfect weekend look like?

A) Hopefully the sun is shining. I go for a swim either in the local lido or a reservoir nearby. I spend time with my friends and partner – maybe a few hours catching up in a pub garden. Then some cooking, watching a film, or reading are all good ways to relax on a weekend.

 

Q) What is the one thing you could not live without?

A) My planner/diary – I love to make plans and keep organised, both in my professional and personal life. My planner is the place where most things in my mind and plans for the future are written down.

 

Q) Who would you most like to invite to a dinner party?

A) Barack Obama.

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