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Qualifications
Member of the Society of Trust and Estate Practitioners (TEP)
Member of the Association of Accounting Technicians (ATT)
Specialisms
- Trusts and estates tax planning
- Trusts and estates formation and planning
- Inheritance tax planning and compliance
- Trusts and estates administration and tax compliance
- Charitable trust administration and compliance
- Automatic exchange of information compliance
- Trust Registration Service matters
Further information
Aaron has over 8 years experience in working in Trusts and Estates. He has previously worked at Smith and Williamson before joining Kreston Reeves in 2018 as a Trust Controller. He became a Trust Assistant Manager on 1 January 2022.
He advises on all matters pertaining to Trusts and Estates These involve acting for Trustees with various assets including quoted investments, landed estates, commercial and residential properties, partnerships and private company shares.
These matters include advising on lifetime Inheritance Tax planning using trusts, completion of Inheritance Tax returns for trusts and completing Holdover Relief forms for trusts as well as the annual accounting and tax return compliance.
He deals with Trust Registration Service matters for trusts and completion of any Automatic Exchange of Information returns for trusts. He also deals with death estate matters including the completion of estate tax returns and other compliance matters.
He also deals with all aspects of the accounting, taxation and Charity Commission compliance for Charitable Trusts.
He has been a member of the Society of Trust and Estate Practitioners (STEP) since 2021.
Personal interests:
Aaron is an active individual who enjoys playing and watching both football and golf and going to the gym.
Email Aaron
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