Kurt Lee

Kurt Lee - Partner

Head of Private Client

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 17 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 advice on drafting complex, tax efficient wills.

As well as being a solicitor, Kurt also holds the following professional qualifications and memberships:

Recent work includes:

  • 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.

The Legal 500 uk

recommended lawyer legal 500 uk
Lester Aldridge LLP is recommended for wealth planning as well as issues relating to taxation of foreign properties and successions of businesses. Private client team head Kurt Lee has strong expertise in inheritance and capital gains tax planning matters as well as the creation, running and breaking of trusts.
Financial planning
May
2019

This week (13-19th May) is Dying Matters Awareness Week, run by the Dying Matters Coalition. The theme this year is "Are you ready?" - we offer tips for financial planning.

Sorting out your paperwork
May
2019

This Week is Dying Matters Awareness Week and today we're offering some tips to make administering your estate easier, including sorting out your paperwork!