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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)
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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.
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
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