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Share your wealth with the people closest to you

From Wills and trusts to estate and succession planning, we will help you find the most tax efficient and hassle-free ways to share your wealth. We will  work with you to develop a plan that ensures your affairs are dealt with the way you want them to be, without putting unnecessary strain on the people you love.

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Wills & Estate Planning

A properly drafted Will makes it much easier for your family or friends to sort your affairs when you’re no longer around. Likewise, proper planning will ensure your wishes are honoured without putting any added emotional or financial strain on the people you love the most. We will help you get the necessary arrangements in place to protect your assets and loved ones for generations to come.​

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Trusts

A Trust is a legal entity that allows assets, money or investments to be held by one or more people or a company (called trustees) on behalf of beneficiaries. There are a number of reasons you might want to set up a trust, including minimising the inheritance tax burden on your loved ones.

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Business Succession Planning

From Wills and trusts to estate and succession planning, we will help you find the most tax efficient and hassle-free ways to share your wealth

Where are you on your journey towards financial wellness?

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Periscope Wealth Ltd is an appointed representative of Sterling Wealth Ltd which is authorised and regulated by Financial Conduct Authority FCA Number 653104.  Registered in England, Registered No. 09020864, Registered Address Greystone House, Moss Lane, Altrincham, WA15 8HW

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