Solicitor at Lester Aldridge LLP

Lester Aldridge LLP

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

Russell House, Oxford Road, Bournemouth, BH8 8EX

Licensed for 15 years

Practice Areas

Wills, Trusts & Probate, Money & Tax

5.0/5 2 Client Reviews 2
  • Wills, Trusts & Probate 50%
  • Money & Tax 50%

Kurt Lee

01202702630 [email protected] Website Book an appointment
2 Client Reviews

5.0/5

Overall experience

  • Value For Money
  • Communication
  • Initial Impressions
  • Approachability
  • Documentation Accuracy
  • Legal knowledge

Reviews summary

  • Excellent
    2
  • Very Good
    0
  • Average
    0
  • Poor
    0
  • Awful
    0

Review sources

Anonymous
Click to rate
Beverly
Beverly Added 6 years ago Report to admin
Lester Aldridge LLP
Collected whilst working at Lester Aldridge LLP
October 15, 2018 20181015095551

Efficient executors

5

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.

Lawyer named in this review: Kurt Lee

A representative from Lester Aldridge LLP responded to this review on 05 June, 2025

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

Was this review helpful? Yes

Reviews collected on

Jenny
Jenny Added 3 years ago Report to admin
Lester Aldridge LLP
Collected whilst working at Lester Aldridge LLP
December 07, 2021
Collected on
20211207160746

Jenny

5

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!

Lawyer named in this review: Kurt Lee

A representative from Lester Aldridge LLP responded to this review on 07 December, 2021

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

Was this review helpful? Yes

About Kurt Lee

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

Languages Spoken: English

Contact Kurt Lee

Address

Lester Aldridge LLP

Russell House

Oxford Road

Bournemouth

BH8 8EX



Phone 01202702630

Website

Resume

LICENSE

Country

Status

Acquired

Updated

United Kingdom

Currently Registered

01/03/10

13/05/25

We found no instances of professional misconduct for this solicitor

WORK EXPERIENCE

Title

Name

Duration

SRA-approved manager - Member

Lester Aldridge

?-present