Solicitor at Mogers Drewett LLP
Rebecca Beresford
Solicitor - Partner
SRA ID: 21123
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!
Spring House, East Mill Lane, Sherborne, Dorset, DT9 3DP
Licensed for 27 years
Practice Areas
Money & Tax, Wills, Trusts & Probate
- Wills, Trusts & Probate 33%
- Money & Tax 33%
52 Client Reviews
Overall experience
- Value For Money
- Communication
- Initial Impressions
- Approachability
- Documentation Accuracy
- Legal knowledge
About Rebecca Beresford
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!
Languages Spoken: English
Contact Rebecca Beresford
Resume
LICENSE
Country
Status
Acquired
Updated
United Kingdom
Currently Registered
16/09/96
23/01/24
We found no instances of professional misconduct for this solicitor
WORK EXPERIENCE
Title
Name
Duration
SRA-approved manager - Member
Mogers Drewett
?-present
Wills, Trusts and Probate
I was fortunate to be referred by an acquaintance to the efficient and sympathetic solicitor regarding a problematic Will. She guided me and took instructions sensitively.
Solicitor named in this review: Rebecca Beresford
Was this review helpful? Yes
Wills, Trusts and Probate
The whole experience was positive. Becky listened to us and was very easy to deal with. Well done!
Solicitor named in this review: Rebecca Beresford
Was this review helpful? Yes
Resolution of Family and Inheritance Tax Issues
Preparation of new Wills and Powers of Attorney. This was a difficult decision making process as we have new family and potential Inheritance Tax issues. Fortunately Rebecca Beresford was able to interpret our wishes and come up with excellent solutions.
Solicitor named in this review: Rebecca Beresford
Was this review helpful? Yes
Assistance with wills
A very professional, friendly and efficient service in updating our wills.
Solicitor named in this review: Rebecca Beresford
A representative from Mogers Drewett LLP responded to this review on 14 April, 2023
Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.
Was this review helpful? Yes
Mogers Drewett - Probate & Estate Handling
Excellent, professional service from Rebecca and her team at Mogers Drewett. Very good value for money, efficient, swift and so easy to deal with. Would highly recommend to others who are looking for top class legal services.
Solicitor named in this review: Rebecca Beresford
A representative from Mogers Drewett LLP responded to this review on 16 November, 2022
Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.
Was this review helpful? Yes
The Estate of Anna Mayer
My first experience of being an executor and I was very well supported throughout by Rebecca and her team.
Solicitor named in this review: Rebecca Beresford
A representative from Mogers Drewett LLP responded to this review on 07 November, 2022
Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.
Was this review helpful? Yes
Professional, knowledgeable and helpful.
Both Rebecca and Jade were efficient, knowledgable and helpful when dealing with our wills. Rebecca ensured we had thought of all eventualities and helped us apply these to our wills and gave us all possible scenarios to ensure our wills were exactly what we wanted. She answered all questions and dealt with all queries we had.
Solicitor named in this review: Rebecca Beresford
A representative from Mogers Drewett LLP responded to this review on 07 November, 2022
Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.
Was this review helpful? Yes
Wills, Trusts and Probate
"A thoroughly positive experience. Thank you."
Solicitor named in this review: Rebecca Beresford
Was this review helpful? Yes
Wills, Trusts and Probate
"Rebecca has always been available to discuss concerns and dealt with matters in a friendly and professional manner."
Solicitor named in this review: Rebecca Beresford
Was this review helpful? Yes
Wills, Trusts and Probate
'This is the second time we have worked with Rebecca Beresford, who we find excellent. She combines a business like approach with a very friendly manner and we will happily consult with her again as and when necessary.'
Solicitor named in this review: Rebecca Beresford
A representative from Mogers Drewett LLP responded to this review on 06 March, 2022
Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.
Was this review helpful? Yes