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Kurt is located at:

Bournemouth Office
Russell House
Oxford Road
Bournemouth
BH8 8EX
DX: 7623

Testimonials

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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
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I would like to pass on my thanks to you for the manner in which you handled the HMRC submissions for us. The smoothness of the process and absence of significant question from HMRC, as seen from my side, is a tribute to your processing of information supplied by two amateurs.Close quote
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I've chosen Lester Aldridge to help me with numerous legal, business and financial matters. The quality of advice and service has been exceptional every time. They've done the heavy lifting, answered all of my questions (no matter how simple) and treated me with respect, and professional courtesy. I'd have absolutely no hesitation in recommending Lester Aldridge. Thank you in particular to Edward, Kevin and Kurt for their support.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