Mark Hartley

Mark Hartley

Partner

Direct Dial: +44 (0)1242 246443
Mobile: +44 (0)7841 004 779
Email: mhartley@hcrlaw.com


Mark has significant experience in estate planning including inheritance tax and capital gains tax advice, will drafting and lifetime settlements (including life insurance and pension policy trusts) and the administration of estates. His work also encompasses the variation of trusts, the creation of charitable trusts and advice to trustees on trust law. Mark acts personally as an executor and trustee in a large number of estates and trusts, is chair of a local charitable trust, and is a member of the Society of Trust and Estate Practitioners.

Mark’s clients are primarily high net worth individuals, business proprietors, land owners and those with private wealth as well as trustees of public and private trusts. “Mark Hartley provides sound, well-prepared and expert advice” (Legal 500)

See the services offered by our Cheltenham Solicitors

Testimonials

mark Hartley – Chambers and Partners High Net Worth Guide 2017

Mark Hartley (ranked at Band 1) is “exceptionally well thought of” for his private client practice in Cheltenham. He assists entrepreneurs, landowners and trustees with the administration of estates and the mitigation of inheritance tax and capital gains tax. “He’s got a very good reputation, he’s been around for a long time and he’s highly respected,” says a market insider.

Private Client – Cheltenham and Surrounds – Chambers & Partners 2016

The “very well respected” Mark Hartley heads the group and advises on complex estate planning and taxation matters. He acts as an executor and trustee in a variety of trusts and estates.

Personal tax, trusts and probate – Legal 500 Rankings 2016

Harrison Clark Rickerbys’ Phillipa Bruce-Kerr acts for older and vulnerable clients. Key figures include ‘outstanding’ practice head Alex Taylor and Mark Hartley. Ecclesiastical Insurance and Barnett Waddingham are also clients.

Mark Hartley – Chambers and Partners 2016

Mark Hartley leads the team in Cheltenham. He is a key client contact, and specialises in estate planning.

Mark Hartley – Chambers and Partners 2015

Mark Hartley has an excellent reputation in the fields of wills and inheritance tax planning. Commentators appreciate his personal approach to dealing with clients and other professionals in the area.

Chambers and Partners 2015

Mark Hartley – The Legal 500 United Kingdom 2014 rankings

Mark Hartley heads the team at Harrison Clark Rickerbys, which has expertise in trust creation and management, estate planning and administration, and tax planning.

The Legal 500 United Kingdom 2014 rankings

The Legal 500 United Kingdom 2013 rankings – Personal tax, trusts and probate

Mark Hartley is head of the sizeable Cheltenham private client team at the newly merged Harrison Clark Rickerbys, which has particular expertise in elderly client matters, estate planning and trusts administration.

The Legal 500 United Kingdom 2013 rankings


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