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Chambers Review

Provided by Chambers
Private Wealth Law - Cheltenham and surrounds
2
Band 2

Harrison Clark Rickerbys offers a solid private wealth law practice and is deemed a "really strong regional firm."

The team advises on estate and trust administration and care planning, as well as wills, probates and LPAs. A source says that "HCR have supplied strong-thinking personnel, with strong knowledge of their respective subjects. Usually completed with a smile."

Notable practitioners

Mark Hartley is a private wealth law practitioner with experience in estate planning and administration work. He is well regarded and specialises in complex tax planning issues, including advising on multi-jurisdictional assets as well as advising on agricultural and business property reliefs. His consultation is sought by a steady client base.

Alex Taylor is a partner and the practice head of the Cheltenham-based private client team, experienced in a range of estate and tax planning as well as wills and probates. Alex regularly advises business owners regarding their estates. A source says: "Alex has always delivered."

Phillipa Bruce-Kerr leads the firm's specialist older and vulnerable people team handling a wide range of Court of Protection matters. She also supports families and clients in a range of complex issues including care funding and the Mental Capacity Act. A source says that she is "always a pleasure to work with. She is receptive and constructive." Another client adds that "Phillipa is both an excellent lawyer and advocate for using solicitors for later life work and effortlessly combines professionalism with a gentle manner often required when dealing with elderly clients."

Ranked Individuals at
Harrison Clark Rickerbys

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Cheltenham and surrounds

Private Wealth Law

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Mark Hartley
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Senior Statespeople
1
Alex Taylor
1
Band 1
2
Phillipa Bruce-Kerr
2
Band 2