Kurt Lee

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. · Lester Aldridge LLP

EnglandTax, Trusts

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About

Partner and Head of the Tax, Trusts, Wills & Probate team at Lester Aldridge LLP in England with over 17 years' tax experience. Advises individuals on complex tax, trusts and wills matters and businesses on all aspects of tax (including incorporation, demergers, employee share schemes and Enterprise Investment Schemes), and on IHT/CGT planning, Business and Agricultural Property Reliefs and Entrepreneurs' Relief; also advises on trust creation, administration and termination and drafts complex tax-efficient wills.

Practice areas

TaxTrustsWills & ProbatePrivate ClientEstate PlanningCorporate Tax

Office

England

Lester Aldridge LLP · 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.

England

Expertise

Inheritance Tax (IHT) planningCapital Gains Tax (CGT) planningTrust creation, administration and severanceDrafting tax-efficient willsEmployee Share SchemesEnterprise Investment Scheme (EIS) adviceBusiness and Agricultural Property Reliefs

Education

William Edwards School, Essex
Palmer's College, Essex
BPP Law School, London — Graduate Diploma in Law (2006)
BPP Law School, London — Legal Practice Course (2008)

Admissions

Solicitor (qualified 2010)
Chartered Tax Adviser (CTA), 2002
Association of Taxation Technicians (ATT), 2000