With 28 years of extensive experience in tax and tax law, Kurt Lee is a highly regarded expert in inheritance tax (IHT), capital gains tax (CGT), trusts and estate work. Throughout his career, he has successfully advised individuals and families, on complex tax planning, trusts, asset protection and estate administration.

Kurt provides a comprehensive range of services, from minimizing IHT to structuring estates with tax efficiency in mind. He regularly works with high-net-worth clients, guiding them through the tax implications surrounding the transfer of wealth, be it through wills, trusts, or lifetime gifts.

His strategic approach combines a deep understanding of tax laws with a focus on providing peace of mind in the often sensitive area of estate planning.

In addition to IHT, Kurt brings a wealth of expertise in CGT, advising clients on the tax consequences of selling or gifting assets and structuring transactions to minimize taxable gains. He takes a meticulous approach to ensure clients’ financial strategies align with their long-term goals while navigating the complex and ever-changing landscape of tax law.

Kurt is also highly experienced in the establishment and administration of trusts, ensuring they align with clients’ wishes while achieving the most tax-efficient results. Through a blend of technical knowledge and practical experience, he has helped numerous clients establish and manage trusts that provide for beneficiaries, protect assets and meet their financial objectives.

Having worked with clients from diverse backgrounds, Kurt is known for his practical advice and clear communication. Whether guiding clients through IHT mitigation strategies, navigating capital gains tax concerns or ensuring that trusts and estates are structured effectively, Kurt is a trusted advisor who delivers tailored solutions.

Key Areas of Expertise:

• IHT, CGT, SDLT and Estate Planning
• Trust Creation and Estate Administration
• Complex Wills
• Family Investment Company formations

Professional Qualifications and Associations:

• Solicitor – Law Society
• Chartered Tax Advisor – The Chartered Institute of Taxation
• Taxation Technician – The Association of Taxation Technicians
• Trust & Estate Practitioner – The Society of Trust & Estate Practitioners