Mark Lister LL.B. (Hons)
Director and Solicitor
Mark is a qualified solicitor with over 15 years of experience. Mark carried out his training at a leading Birmingham law firm before being appointed Head of the Private Client department at a prominent Staffordshire legal practice where he became a Partner. Following the successful building of a Private Client department in Staffordshire, Mark relocated to Devon and has worked in two long established law firms in the local area.
Mark’s areas of expertise focuses on the private client area of law but is supported by his ability to recognise other tax and estate planning solutions for clients. He has a diverse knowledge of advanced tax planning solutions for both individuals and corporate entities.
He has vast experience of tax planning structures in the UK and internationally to meet client objectives, where applicable.
Mark is married with three children. In his spare time, Mark is an avid follower of most sports and was proud to represent Great Britain in the 1996 Atlanta Paralympic Games. A strong interest in the stock markets combined with his desire to explore the world on cruise ships fills the rest of his time.
Mark is supported in Torbay by his experienced team including Charlotte Langley (a member of the Chartered Institute of Legal Executives) and Rhianna Howden, who started Fortress Law with Mark in 2015 and who is now the Office Manager. Both Charlotte and Rhianna have worked alongside Mark previously and together they are a formidable team.
Another unique area of Mark’s expertise includes specialist work relating to the protection of the environment from pollution and was instrumental in agreeing a structure with the Environment Agency for the making and maintaining of financial provision for the aftercare requirements of landfill sites.
Due to his taxation and trust experience, Mark then developed what became known as ‘FillSecure’ – a trust used to hold funds required for the capping and/or aftercare costs for a landfill site. It took over two years of negotiation and development work to design this ‘product’, but after getting the first case approved by the Environment Agency in 2008, the Environment Agency has approved every case that has been sent to them.
Since the approval of the trust based solution for landfill operators, Mark has spent a considerable amount of time identifying other applications for the Bespoke Trust Solution in such areas as energy, waste management and environmental risks. It had occurred to him that the basic bespoke trust concept could be developed for use in many other industries and scenarios – if a company is required to set aside significant funds to pay for a future liability and there are regulatory, or corporate reasons for ensuring that these funds are legally protected only for use on the specific site/facility, then using his experience a solution could be designed to meet this requirement.
"Mark has advised my family for 15 years and me personally for over 10 years. I've always found his advice to be impeccable, his expertise and knowledge immense and his support to myself and my family unwavering. I would not hesitate to recommend him and his firm."