Rebecca Beresford

Partner Private Client | Sherborne
Direct: 01935 811601
Office: 01935 813691
Mob: 07738 442677

Call Rebecca

I am a partner in our specialist trust team. I advise on the creation, administration and winding up of trusts, both from the tax-planning angle but also the use of trusts for succession planning and protection of assets.

I also advise on Wills and estate planning, and powers of attorney and regularly deal with agricultural estates, in terms of drafting tax-efficient wills and succession planning for our farming clients.

What I love most about my job is being the trusted adviser across the different generations of a family. It is the continuity of involvement that gives me real satisfaction.

I live near Sherborne with my family and love hill walking. You can also find me on a sports field, cheering on my footie mad sons!

 

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Latest News

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FAQs About Wills & Trusts – Is my Will still valid after my divorce?

In the fourth mini blog in the series of FAQs about Wills and Trusts, Rebecca Beresford, Partner in our Private Client team in Sherborne, explains whether a Will is still valid after divorce. Divorce in itself does not invalidate your Will, however it may be sensible to review your Will at this time to see…

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FAQs About Wills & Trusts – What needs to be in a Will and how do I go about it?

A Will is a legally binding document that lets you decide what happens to your money, property and personal possessions when you die. Sometimes it can be difficult to know where to start and you may wish to think about the following points before making your Will. In the third mini blog in the series…

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New Lead Partner appointed at Mendips division

Mogers Drewett has appointed Tom Chiffers as Lead Partner for its Wells office. Tom’s primary role will concentrate on business development and market presence for the firm in the local area. Having previously managed the Trust team in the Mogers Drewett Bath division since April 2013, Tom will look to build on the success that…

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