Avoiding inheritance tax traps, with Kurt Lee

I’m delighted to welcome friend and highly respected solicitor, Kurt Lee, to the first interview on The Retirement Café Podcast.Kurt Lee Lester Aldridge

Kurt has over 20 years’ experience in tax planning. As well as being a solicitor, Kurt is a Chartered Tax Adviser – and this is what sets him apart. Kurt is partner at Lester Aldridge LLP specialising in Inheritance Tax, Capital Gains Tax and Trust Planning.

Tax rules in the UK are complex. When advising clients, Kurt breaks his tax advice into two distinct areas – tax you pay in your lifetime and tax you pay after death. In this podcast, Kurt discusses some of the strategies you can consider to pass on your hard earned wealth as tax efficiently as possible.

He also chats about how to avoid some of the most common inheritance tax traps people fall into.

Here’s my conversation with Kurt Lee, in episode 001 of The Retirement Café Podcast.

 

Useful links

Lester Aldridge LLP

Society of Trust and Estate Practitioners (STEP)

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