Kurt Lee

Solicitor - Partner

SRA ID: 424771

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