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17th April 2026
Gifting Your Home To Avoid IHT – A Costly Mistake?
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Meet the Team

You deserve a higher standard of professional advice. As Chartered financial planners, we’re committed to delivering that. Discover more about our team and why the north-west is at the heart of what we do.

Jonathan Adeniran
Client Manager
Jonathan Adeniran
Client Manager
Matthew Annetts
Assistant Accountant
Matthew Annetts
Assistant Accountant
Jesse Ball
Client Manager
Jesse Ball
Client Manager
Michelle Barlow
Client Manager
Michelle Barlow
Client Manager
Chelsea Borrow
Compliance Assistant
Chelsea Borrow
Compliance Assistant
Alex Bothwell
Strategy, Risk, and Operations Director
Meet Alex
Alex Bothwell
Strategy, Risk, and Operations Director
Meet Alex
Kate Bowley
Client Manager
Kate Bowley
Client Manager
Richard Brocklehurst
Director and Financial Planner
Meet Richard
Richard Brocklehurst
Director and Financial Planner
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Stephen Bullock
Data and MI Manager
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Stephen Bullock
Data and MI Manager
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Louise Burton
Client Manager Support
Louise Burton
Client Manager Support
Jonathan Campbell
Client Manager
Jonathan Campbell
Client Manager
Nathan Chan
Senior Investment Analyst - Astute Investment Management
Meet Nathan
Nathan Chan
Senior Investment Analyst - Astute Investment Management
Meet Nathan
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Giving something back to people and communities that need it is part of who we are. From fundraising to volunteering, we’re proud to support causes close to our hearts and make a difference where it really counts.

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Financial planning can feel needlessly complex. Our FAQs address common queries about our services, fees, and processes to help you feel informed every step of the way.

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Insights

The better you understand the world of finance, the easier you’ll find it to make sound financial decisions. Get all the latest news, views, commentary, and analysis here.

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Gifting Your Home To Avoid IHT – A Costly Mistake?

‘If my house is going to be subject to Inheritance Tax anyway, why not gift it to my children now and take it out of the estate?’ This is one of the most misunderstood and poorly executed estate planning strategies. In this video, we walk you through the main pitfalls, explain when this approach does and doesn’t work for Inheritance Tax planning, and highlight the risks, including the loss of control, that are often overlooked and could cost you far more than you expect.

Trump and Iran – Why We’re Not Worried

Over the weekend, we saw events escalate in Iran and across the Middle East. In this video, our Chief Investment Officer, Scott Osborne, sits down with Jessica Creasey to discuss developments, including the implications for oil prices and ultimately, why our investors shouldn't be worried. 
How to Avoid the 60% Tax Trap

If you earn over £100,000, you could be paying an effective 60% tax rate, without even realising it! It’s a stealth tax, not writ large in HMRC’s tax tables, but triggered by the quiet withdrawal of your personal allowance. In this video, we’ll explain how this hidden rate works, how to find out if you may be impacted, and, most importantly, what you can do to avoid it, changing a 60% tax rate into 60% tax relief!

Your stories

Our clients mean everything to us, and we’re delighted some of them have shared their stories for all to see. Discover why they’re happy to recommend us to others.

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Mike and Lesley

"Life after selling the business"

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Simon and Cathal

"More time for what matters"

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Sue and Neal

"Retired and thriving"

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Astute Private Wealth
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