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Kurt is located at:

Bournemouth Office
Russell House
Oxford Road
DX: 7623


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Thank you for your advice regarding the S28 Trust. We feel it has saved us making a decision we may regret and you gave me the confidence to ensure we were refunded the majority of our money. I hope that we will be in a position to set up Trusts for our children in the future and you will be our first port of call!Close quote

Kurt Lee can advise you on your complex tax, trust or will requirements or if your business needs advice on any aspect of tax from incorporating to demerging companies, employee share schemes or Enterprise Investment schemes for outside investment. He is also able to advise you on the availability of Business and Agricultural Property Reliefs for inheritance tax (IHT) purposes and Entrepreneurs Relief for capital gains tax (CGT).

Kurt has over 20 years’ experience in tax and has a great deal of knowledge in IHT and CGT tax planning strategies. As a trust specialist, he can also advise on the creation, running and breaking of trusts.

If you require clear analysis and understanding of tax law, Kurt can advise on drafting complex, tax-efficient wills.

Recent examples of work or case studies:

  • Advising an expatriate on planning and asset protection structuring.
  • Reducing a substantial inheritance tax liability on an estate to nil.
  • Advising trustees and a cohabiting couple on asset protection.
  • Advising a commercial property client on complex Stamp Duty Land Tax issues.

Get in touch with Kurt Lee