Trust Services

Trust Services

Back To Services Page

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

See All Testimonials

As the Managing Partner running an increasingly busy consultancy that helps others market and maximise the value of their own businesses, my own finances often took a back seat! From a recommendation, I turned to Stephen and the team at Create Wealth several years ago and have not been disappointed. The highly professional attention I enjoy means I can get on with my work knowing my finances are on track. Stephen ensures we review my situation and portfolio regularly and is always flexible to fit in with my busy schedule. He can now count amongst his clients, several people I have been more...

Noel A. Baden-Thomas, Managing Partner of Phoenix Business Sales & Consultancy, York

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

Stephen understands our needs and listens carefully to our preferences. He is reassuring about complicated procedures. He never tries to push a product or influence us beyond advice.

Mr & Mrs J Fisher, Glamorgan

Peter has provided excellent advice to me and my partner over many years. He recently advised me to claim a dependants occupational pension following the death of my partner, which I am now gratefully in receipt of. I would fully recommend using Peter as an adviser.

Mrs Vera Jones, Milford

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

Mrs H, Pembrokeshire

Create Wealth