Trust Services

Trust Services

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Create Wealth® has particular expertise in advising on Trusts. We have an experienced, full member of STEP, Mr Richard Gough, in our team. This is unusual but hugely advantageous in the financial advice world.

STEP is a global professional body, with more than 21,000 members comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.

This enables us to confidently advise on planning, legal and tax aspects relating to new and existing Trusts.

The range of ongoing services we can provide includes:

  • Arranging and ‘running’  annual Trustee Meetings
  • Preparing an annual draft tax return
  • Preparing annual tax returns for a beneficiary who is a minor
  • Preparing R185 Tax Credit Certificates
  • Preparing Draft Trust Accounts
  • Trust Registration
  • TRS Updates
  • Opening Trustee bank accounts

If you have any questions regarding an existing trust you are involved with, please get in touch.

What Our Clients Think

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Stephen has always set aside time for myself and my wife to review our options on investments, we never feel rushed into decisions. His advice over the last 2.5 years has proven to be very beneficial to us. Advice in this field can be very daunting to the layman, but Stephen is always prepared to bring it to our level to help explain it fully.

Mal Boundy, Melksham

Peter, thank you so much for your time and excellent advice this morning. I really appreciate it.

Mrs H, Pembrokeshire

Responded quickly to my query and gave clear and honest advice, being transparent as to whether any further value could be added over and above what I was already doing.

Ms. Jane Rees, Worcester

The first time I have had money made for me that I have not to pay huge fees to obtain. When other advisers phone I just tell them that I am with Create Wealth they just say that ‘you are with a very good firm’ and that gives me a lot of confidence.

Mr J. Colin Jones, Caerphilly

I contacted Stephen because I was selling my business. Stephen has been looking after my financial portfolio since selling my business in 2009, with twice yearly reviews which he always works around my diary no matter where I am. Over the years Stephen has provided me with excellent advice, always taking into consideration my likes/dislikes about certain financial products and provides me with alternative ideas. He’s recently reviewed my various pensions and amalagmated them into one. Stephen always gives me great comfort in knowing my financial portfolio is on track for my retirement. I am...

Jane Walsh, Hapton, Lancashire

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