Senior associate Rosie Glover has broad experience in all aspects of private client. She specialises in estate planning, succession planning and estate administration, providing guidance on wealth protection, powers of attorney and navigating the challenging area of inheritance tax. When supporting clients with their estate planning, she often deals with complex wills including asset protection against re-marriage, bankruptcy and later-life planning.
What was your career path to your current role?
I started my career at a high street firm as a wills and probate paralegal and moved to a regional firm where I undertook my training contract. I completed seats in private client, family, commercial property, and corporate and commercial. Upon qualification, I moved to national firm Knights as a private client solicitor and I’ve been here for six years and counting!
Did you have any other career ambitions?
I would like to improve my technical knowledge and become a STEP lawyer.
What keeps you motivated in your work?
I find my work intellectually stimulating as I advise on a wide range of matters ranging from inheritance tax planning for business owners, trust management and international probate matters. This also allows me to build long-term relationships, acting for multiple generations of families. This also makes the job very rewarding.
What has been the best development in wills and probate in the last 20 years?
Digitalisation of the probate system. The rollout of the online probate service now allows executors and professionals to submit applications, pay fees, track progress and manage cases online, making the process far quicker.
And the worst?
The simplifying of the lasting power of attorney forms – although this is now more accessible to lay people, it exposes potentially vulnerable individuals to being financially abused.
If you could bring in one new piece of legislation for the sector, what would it be and why?
Changes to the residence nil rate band for inheritance tax planning. The current legislation is so complex and would have been better as an additional tax free nil rate band for all and not just dependent on wealth and leaving assets to children.
What piece of legislation would you take off the statute books and why?
I would change the current intestacy rules insofar as they exclude long-term cohabitants. The law no longer reflects modern family life and routinely produces unfair outcomes, forcing survivors into litigation. A clearer statutory framework would improve fairness, reduce disputes and better align the law with modern families.
What’s the best piece of advice anyone ever gave you regarding your career?
Don’t be afraid to ask for help and say yes to things that scare you – it will make you a better lawyer!
What’s the best piece of advice you’d like to give to someone just starting out?
Learn the human side of law. Empathy, particularly in private client, is really important when building relationships with clients and ultimately understanding their instructions.
Tell us something people may be surprised to know about you…
I have ran two marathons; New York City and London.
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One Response
I agree with a lot of this Rosie, catch up soon!