Mark is the Probate Manager and joined the firm in 1988. After leaving school he joined the Halifax Building Society. During his early career Mark held a number of management roles and gained extensive knowledge of financial, insurance and personal taxation matters.
Headhunted into the firm by Richard Roberts, he originally started as the financial manager before adding probate matters to his portfolio. He now has over twenty five years experience in this field.
He works specifically on the majority of the firms probate matters as well as trust and power of attorney administration. He is also responsible for the firm’s accounts and salaries.
In 2010 Mark became a member of STEP (Society of Trust & Estate Practitioners).
Mark is predominantly based in the Lake District office but frequently handles London based work.
Mark is married with 3 children and lives in Grange-over-Sands. His interests include a variety of outdoor activities and he has owned and ridden classic Triumph motorcycles for over 35 years.
The probate process from the registration of the death to the often complicated dealings with the Inland Revenue and other inheritance tax issues. We have specialist property advisors on hand to explore all of the beneficiaries’ options.