Rosie is an associate, resolving trusts, inheritance and estates disputes, and advising on minimising the risk of disputes. She is building up her practice and reputation advising individuals, families, trustees, charities and financial institutions on a full range of issues that can arise in respect of contested trusts and estates.
She also advises clients on Wills, inheritance tax planning, and administration of complex UK and international estates and trusts, and professional trustees on the scope of their powers and duties.
Rosie trained with the firm, qualifying in 2018. Rosie is currently working towards her Association of Contentious Trust and Probate Lawyers (ACTAPS) qualification and membership.
Examples of experience include advising:
- 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
- Representing professional and lay executors in contested probate cases, often involving high value, complicated assets and disputes between beneficiaries
- Successfully making a High Court application for equitable relief to set aside a transaction on the ground of mistake
- Acting for and advising a corporate trustee in respect of litigation in the High Court concerning terms of the trust.
"Solicitor Rosie Taylor is polite, very pleasant and easy to deal with."