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Lester Aldridge LLP

RUSSELL HOUSE, OXFORD ROAD, BOURNEMOUTH, BH8 8EX, ENGLAND
Tel:
Work 01202 786161
Fax:
Fax 01202 786110
DX:
7623 BOURNEMOUTH
Email:
Web:
www.lesteraldridge.com
Bournemouth, London, Southampton

Kurt Lee

Tel:
Work 01202 702630
Email:
Web:
www.lesteraldridge.com/our-people/kurt-lee-partner/
Lester Aldridge LLP

Work Department

Tax, trust and wills.

Position

Kurt Lee is a Partner and Head of the Tax, Trusts, Wills & Probate team.

Kurt Lee advises individuals on complex tax, trust or will requirements and businesses on any aspect of tax from incorporating to demerging companies, employee share schemes or Enterprise Investment schemes for outside investment. He also advises 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.

Kurt can advise on drafting complex, tax efficient wills.

Career

Trained Arthur Anderson Accountants, London – private client services; qualified 2010 (solicitor); 2002 (CTA); 2000 (ATT). Arthur Anderson Accountants, private client services, London, tax junior, 1997-2000; Perks Simm Accountants, Dorchester, tax senior, 2000-2004; Steele Raymond LLP Solicitors, Bournemouth, associate, 2004-2011; Laceys Solicitors, Bournemouth, associate, 2012-2013; Lester Aldridge LLP, Bournemouth, partner and head of department, June 2013 to date.

Member

Law Society; Chartered Institute of Taxation; Association of Taxation Technicians; Society of Trust and Estate Practitioners, Country Land and Business Association

Education

William Edwards School, Essex; Palmer’s College, Essex; BPP Law School, London – 2006 Graduate Diploma in Law, 2008 Legal Practice Course.

Leisure

Family, military history, politics and economics, motorcycles and scooters.


South West: Private client

Personal tax, trusts and probate

Within: Personal tax, trusts and probate

Lester Aldridge LLP deals with a portfolio of trusts for vulnerable individuals (including those with brain injuries, learning disabilities and dementia) and their families via its relationships with a number of large charities. The international private client team focuses on the administration of UK and foreign assets, particularly North American securities, as well as advising clients located in South Africa. The team also advises on cross-border succession issues and international wills, and has members fluent in French, German, Afrikaans and Welsh. Kurt Lee heads up the practice.

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