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Aaron Spencer

Aaron Spencer

Partner & Head of Private Client

Aaron Spencer

Partner & Head of Private Client

Aaron Spencer
Locations Canterbury, Chatham
Tel01227 763939
01634 828277
Email aas@furleypage.co.uk
LinkedIn View profile >

General Private Client to include:

  • Preparation of wills;
  • Probate and estate administration;
  • Inheritance Tax planning;
  • Succession planning for farmers and business owners;
  • Creation of Discretionary Trusts, Life Interest Trusts, Asset Protection Trusts, Disabled Beneficiary Trusts and Death Benefit Trusts;
  • Preparation of Powers of Attorney (including Enduring, General, and Lasting);
  • Preparation of Advance Directives and Living Wills;
  • Declarations of Trust.

Charity Law to include:

  • Formation of charities;
  • Charity Commission applications and annual returns;
  • Advice on structures such as Charitable Incorporated Organisations (CIO’s),  charitable companies, charitable trusts, unincorporated associations and Community Interest Trusts;
  • Advice about governance issues and best practice;
  • Charity secretarial service to include attendance at meetings, preparation of minutes and agendas, trustee briefing notes;
  • Specialist in almshouse charities.

Aaron joined the firm in 2001 and was promoted to partner in 2005, aged 28.  He quickly established a broad private client following, working closely with well established private client partners at the firm.

Aaron gained early exposure to high net worth individuals and advised a broad range of clients on both private client and property matters.  Having built up a large portfolio of clients, Aaron now focuses his time entirely on private client and charity law.

Aaron specialises in estate planning and administration, Will drafting and preparation of Lasting Powers of Attorney.  Aaron also co-ordinates the Charity Law team, liaising with specialist teams across the firm to ensure the appropriate level of expertise is provided to each given matter.  Aaron’ s work with charities includes advising philanthropic individuals about the creation of new charities, advice to trustees about governance of existing charities and administration of a number of grant giving and almshouse charities.

Aaron is an active Rotarian and Clerk to the Trustees of Canterbury Relief in Need, an ancient grant giving charity, and Canterbury United Municipal Charities, incorporating historic listed almshouses within Canterbury.

He is a Trustee of a large private estate, and enjoys a varied portfolio of work with strong links within the local community and in particular the charity and agricultural sectors.

  • Society of Trust and Estate Practitioners STEP

  • Charity Law Association

  • Law Society Probate Section

  • Canterbury Sunrise Rotary Club

  • Trustee of Kent Messenger Charity Team

  • Student Member of ACTAPS (Association of Contentious Trust and Probate Specialists)

Aaron Spencer is extremely knowledgeable, approachable, efficient and...

Aaron Spencer is extremely knowledgeable, approachable, efficient and friendly. The Legal 500 2020 : Aaron Spencer

... I honestly can’t think how much better...

... I honestly can’t think how much better you can improve on such a great service.  All I can say is keep doing the great work you already are doing and remember, it’s not about being better than someone else, it’s about being better than you were the day before! Client of Aaron Spencer - Mr LM

He is a good listener, knows his stuff...

He is a good listener, knows his stuff and he's very easy to introduce to clients.  They like him from the word go; he's a likeable character. Aaron is personable and good in front of clients, which is very important. He can put clients at ease and explain the finer points around the advice being given. Chambers HNW 2018 - Aaron Spencer

Areas of Specialism

General Private Client to include:

  • Preparation of wills;
  • Probate and estate administration;
  • Inheritance Tax planning;
  • Succession planning for farmers and business owners;
  • Creation of Discretionary Trusts, Life Interest Trusts, Asset Protection Trusts, Disabled Beneficiary Trusts and Death Benefit Trusts;
  • Preparation of Powers of Attorney (including Enduring, General, and Lasting);
  • Preparation of Advance Directives and Living Wills;
  • Declarations of Trust.

Charity Law to include:

  • Formation of charities;
  • Charity Commission applications and annual returns;
  • Advice on structures such as Charitable Incorporated Organisations (CIO’s),  charitable companies, charitable trusts, unincorporated associations and Community Interest Trusts;
  • Advice about governance issues and best practice;
  • Charity secretarial service to include attendance at meetings, preparation of minutes and agendas, trustee briefing notes;
  • Specialist in almshouse charities.

Career

Aaron joined the firm in 2001 and was promoted to partner in 2005, aged 28.  He quickly established a broad private client following, working closely with well established private client partners at the firm.

Aaron gained early exposure to high net worth individuals and advised a broad range of clients on both private client and property matters.  Having built up a large portfolio of clients, Aaron now focuses his time entirely on private client and charity law.

Aaron specialises in estate planning and administration, Will drafting and preparation of Lasting Powers of Attorney.  Aaron also co-ordinates the Charity Law team, liaising with specialist teams across the firm to ensure the appropriate level of expertise is provided to each given matter.  Aaron’ s work with charities includes advising philanthropic individuals about the creation of new charities, advice to trustees about governance of existing charities and administration of a number of grant giving and almshouse charities.

Aaron is an active Rotarian and Clerk to the Trustees of Canterbury Relief in Need, an ancient grant giving charity, and Canterbury United Municipal Charities, incorporating historic listed almshouses within Canterbury.

He is a Trustee of a large private estate, and enjoys a varied portfolio of work with strong links within the local community and in particular the charity and agricultural sectors.

Memberships

Society of Trust and Estate Practitioners STEP

Charity Law Association

Law Society Probate Section

Canterbury Sunrise Rotary Club

Trustee of Kent Messenger Charity Team

Student Member of ACTAPS (Association of Contentious Trust and Probate Specialists)

Testimonials

Aaron Spencer is extremely knowledgeable, approachable, efficient and...

Aaron Spencer is extremely knowledgeable, approachable, efficient and friendly. The Legal 500 2020 : Aaron Spencer

... I honestly can’t think how much better...

... I honestly can’t think how much better you can improve on such a great service.  All I can say is keep doing the great work you already are doing and remember, it’s not about being better than someone else, it’s about being better than you were the day before! Client of Aaron Spencer - Mr LM

He is a good listener, knows his stuff...

He is a good listener, knows his stuff and he's very easy to introduce to clients.  They like him from the word go; he's a likeable character. Aaron is personable and good in front of clients, which is very important. He can put clients at ease and explain the finer points around the advice being given. Chambers HNW 2018 - Aaron Spencer

News Articles

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STEP - Society of Trust and Estate Practitioners
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Legal 500 recommended lawyer