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

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.

--

📗 Buy my new book: The Retirement Café Handbook – Nine Accelerators for a Successful Retirement: [ Ссылка ]

I’m Justin King and I help people retire successfully.

As a Chartered Financial Planner, Chartered Wealth Manager and SOLLA Accredited Later Life Adviser with MFP Wealth Management I believe that retirement is more than just an economic event. It’s a life event. One that brings with it a huge variety of challenges and opportunities.

As host of The Retirement Café Podcast I aim to bring insight and inspiration from a wide range of experts to help you create and live a meaningful retirement.

Subscribe to our YouTube channel at [ Ссылка ]

Visit our website at [ Ссылка ]

Follow me on Twitter at [ Ссылка ]

Like us on Facebook at [ Ссылка ]

We only work with people planning or enjoying their retirement. We pride ourselves on being amongst just a handful of firms that hold the Chartered Financial Planners and Accredited Financial Planners accreditations. Find out more at [ Ссылка ]

свернуть