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Position and Specialisation
Kurt Lee is a member of Steele Raymond LLP’s Private Client and Tax Department. He is a qualified Solicitor and Chartered Tax Advisor. His main area of practice relates to inheritance and capital gains tax planning for individuals, Trusts and estates. He also deals with drafting complex wills, lasting powers of attorney and dealing with the administration of estates.
Education and Career
Kurt started his tax career in 1997 with Arthur Anderson accountants in London, before moving to a small accountancy firm in Dorchester where he qualified as a Chartered Tax Advisor in 2002. He joined Steele Raymond in March 2004 and qualified as a solicitor in 2010. He is now currently studying to become a member of the Society of Trust and Estate practitioners. He is also a member of the Association of Taxation Technicians and holds the Financial Planning Certificates.
Personal information Kurt is married with 2 children. Originally from Essex, he moved to Dorset with his family in 2000 and lives in Bournemouth. Interests include politics, military history, walking and travel.
Contact Details
Kurt can be contacted on 01202 294566 or by E-mail. |
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Sat 11th September
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