Rosie is an Associate in Womble Bond Dickinson's Private Wealth Disputes team.

Rosie advises and represents our clients in respect of a full range of issues that can arise in contested, high value and complex trusts and estates (both domestic and offshore), including advising on minimising the risk of disputes and also litigating from the pre-action to final hearing/trial stages.

She advises and represents individuals, families, trustees, charities and financial institutions. 

This includes disputes concerning the validity of Wills and trusts, trustees’ decisions and disclosure, the administration and management of (often complex) estates and trusts, and claims under the Inheritance (Provision for Family and Dependants) Act 1975.

She has experience in Variation of Trusts Act applications; professional negligence claims relating to trusts and estates; and proprietary estoppel claims. She has experience of resolving disputes when a person has lost mental capacity, including in the Court of Protection. 

She is a member of the Contentious Trusts Association, and she is an Associate Member of the Association of Contentious Trust and Probate Specialists (ACTAPS).

Experience

Examples of experience include:

  • Successfully acting for individual beneficiaries who face claims from family members or other parties who feel cut out or who are left inadequate provision by the Deceased. Cases regularly involve claims that a Will is invalid due to lack of mental capacity, want of knowledge and approval or undue influence, claims under the Inheritance (Provision for Family and Dependants) Act 1975 and proprietary estoppel claims
  • Current and ongoing cases include acting for and advising beneficiaries and in other cases, trustees (including professional trustees), in relation to contested disputes concerning domestic and offshore trusts, as well as advising at an early stage to avoid contested disputes
  • Acting on behalf of our firm's trust corporation as Independent Administrator or Independent Trustee where there are disputes between the beneficiaries
  • Representing professional and lay executors in contested probate cases, often involving high value, complicated assets and disputes between beneficiaries
  • Acting for a group of beneficiaries in successfully removing the Executors of an estate in a High Court contested application
  • Acting for a number of family members in relation to contested Court of Protection hearings relating to Statutory Wills and property and financial affairs
  • Successfully making a High Court application for equitable relief to set aside a transaction on the ground of mistake
  • Other ongoing cases include acting for and advising clients in relation to professional negligence claims in relation to trusts, estates and tax.

"Laser-like in their efficiency but personable and thoughtful in their dealings with us"

The Legal 500 2022

"Rosie Taylor carries huge case responsibilities very lightly, and is a remarkably calm figure in the storm of litigation."

The Legal 500 2022

"Associate Rosie Taylor provides excellent support on the heaviest cases, and can herself carry huge responsibility with ease and assurance. The complete package. Incisive, imaginative, kick-ass. Excellent combination of robust outward-facing, while still sensitive inward-facing."

The Legal 500 2021

"He is supported by Rosie Taylor, who is fast developing into a seriously effective litigator."

The Legal 500 2021

"Rosie Taylor is wonderful. She is very much moving up into the position of lead associate, and deservedly so."

"Rosie Taylor also stands out as an able associate to watch, showing expertise beyond her years of experience."

The Legal 500 2021