Kurt Lee

Partner

Accepting new clients via ReviewSolicitors

With 28 years of extensive experience in tax and tax law, Kurt Lee is a highly regarded expert in inheritance tax (IHT), capital gains tax (CGT), trusts and estate work. Kurt provides a comprehensive range of services, from minimizing IHT to structuring estates with tax efficiency in mind. He regularly works with high-net-worth clients, guiding them through the tax implications surrounding the transfer of wealth, be it through wills, trusts, or lifetime gifts. Kurt is known for his practical advice and clear communication. Whether guiding clients through IHT mitigation strategies, navigating capital gains tax concerns or ensuring that trusts and estates are structured effectively, Kurt is a trusted advisor who delivers tailored solutions. Key Areas of Expertise: IHT, CGT, SDLT and Estate Planning Trust Creation and Estate Administration Complex Wills Family Investment Company formations Professional Qualifications and Associations: Solicitor – Law Society Chartered Tax Advisor – The Chartered Institute of Taxation Taxation Technician – The Association of Taxation Technicians Trust & Estate Practitioner – The Society of Trust & Estate Practitioners

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 424771

  • Based in Bournemouth, Dorset
  • Licensed for 16 years

Accepting new clients via ReviewSolicitors

With 28 years of extensive experience in tax and tax law, Kurt Lee is a highly regarded expert in inheritance tax (IHT), capital gains tax (CGT), trusts and estate work. Kurt provides a comprehensive range of services, from minimizing IHT to structuring estates with tax efficiency in mind. He regularly works with high-net-worth clients, guiding them through the tax implications surrounding the transfer of wealth, be it through wills, trusts, or lifetime gifts. Kurt is known for his practical advice and clear communication. Whether guiding clients through IHT mitigation strategies, navigating capital gains tax concerns or ensuring that trusts and estates are structured effectively, Kurt is a trusted advisor who delivers tailored solutions. Key Areas of Expertise: IHT, CGT, SDLT and Estate Planning Trust Creation and Estate Administration Complex Wills Family Investment Company formations Professional Qualifications and Associations: Solicitor – Law Society Chartered Tax Advisor – The Chartered Institute of Taxation Taxation Technician – The Association of Taxation Technicians Trust & Estate Practitioner – The Society of Trust & Estate Practitioners

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 424771

  • Based in Bournemouth, Dorset
  • Licensed for 16 years

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Kurt Lee

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5.0
Excellent
95%+
Value for
Money
95%+
Success
Rate
95%+
Would
Recommend
Communication 5.0/5
Initial Impressions 5.0/5
Approachability 5.0/5
Documentation Accuracy 5.0/5
Legal Knowledge 5.0/5
Value for money 5.0/5
Expertise

Experience

  • Lester Aldridge LLP

    SRA-approved manager - Member

    Until Present

Languages spoken

  • English

Opening hours

Monday 09:00–05:30
Tuesday 09:00–05:30
Wednesday 09:00–05:30
Thursday 09:00–05:30
Friday 09:00–05:30
Saturday (Closed)
Sunday (Closed)

Russell House, Oxford Road, Bournemouth, BH8 8EX

Reviews

5.0 /5 2 Reviews
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Beverly

Family Law

Efficient executors

Kurt Lee of this form acted as executor of my late Mother in law's will. He was efficient, competent and kept us well informed. I considered that they represented good value for money.

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A representative from Lester Aldridge LLP responded to this review

Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.

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Other Reviews

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Jenny

Wills, Trusts & Probate

Jenny

As a family we have used Lester Aldridge in Bournemouth for many different things and we have always had a very good experience. Kurt Lee is excellent on the wills and probate side and Julie Coleman is excellent on the property side. Lester Aldridge Bournemouth seems to recruit courteous, calm and efficient people who are both conscientious and easy to trust. Long may it continue!

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A representative from Lester Aldridge LLP responded to this review

Thank you for your sharing your feedback, we appreciate it and will pass you kind words on to Kurt and Julie.

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