Kurt Lee > Lester Aldridge LLP > Bournemouth, England > Lawyer Profile
Lester Aldridge LLP Offices
RUSSELL HOUSE
OXFORD ROAD
BOURNEMOUTH
BH8 8EX
England
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Kurt Lee
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.
Memberships
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.
Lawyer Rankings
South West > Private client > Personal tax, trusts and probate
Able to draw on close working ties with the firm’s specialist probate team, the ‘experienced, knowledgeable, efficient and friendly’, Lester Aldridge LLP divides its practice into three core teams; UK Private Client, UK Tax and Trusts and International Private Client. The team is led by Kurt Lee, Oliver Phipps, and Mahendree Naidoo, the latter of whom joined the team in 2022.
Lawyer Rankings
Top Tier Firm Rankings
- Dispute resolution > Commercial litigation: Dorset, Devon and Cornwall
- Employment > Employment: Dorset, Devon and Cornwall
Firm Rankings
- Real estate > Commercial property: Dorset, Devon and Cornwall
- Corporate and commercial > Corporate and commercial: Dorset, Devon and Cornwall
- Insurance > Personal injury: claimant
- Private client > Charities and not-for-profit
- Insurance > Clinical negligence: claimant
- Private client > Contentious trusts and probate
- Private client > Family
- Public sector > Health
- Employment > Health and safety
- Insurance > Professional negligence
- Real estate > Property litigation
- Private client > Personal tax, trusts and probate