Sherborne

01935 813691

Shepton Mallet

01749 342323

Wincanton

01963 32374

Also at

Frome Market

Private Client

Head of Sector Rory McFarlane works closely with Rebecca Beresford to offer services that include all aspects of will drafting including complex estate planning, inheritance tax planning and tax mitigation. They have expertise on all stages of estate and trust administration and probate work and the team also advises on court of protection matters including lasting powers of attorney and deputyships.

Agricultural matters are also an area of expertise in terms of drafting tax-efficient wills, considering succession planning, and administering complex agricultural estates after a person’s death.


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