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

Create Wealth took time to understand my individual situation with the outcome of me feeling in control of my investments for the first time. I really appreciate the knowledge and guidance they gave me in setting up my Pension Plan and their regular review will offer me peace of mind that my financial future on stays on track.

Mrs T Truman, Woolaston, Gloucestershire

I have known Stephen for many years and became a direct client 7 years ago. During this time I have had every confidence that Stephen understands my individual requirements and needs and has provided suitable advice when it has been appropriate and has not just provided advice for advice sake. It is pleasing to see that he takes his own professional development and all-round financial knowledge very seriously so that he is well equipped to provide advice on the ever changing economic and market conditions.

David Kelly, Almondsbury

We value Stephen’s opinions greatly. He has a thorough understanding of our needs and requirements on all financial matters. Over the years, Create Wealth have advised and assisted us on mortgages that suited our situation along with expert advice on life policies and pensions. I have always felt that my interests were their priority.

Mr. T. J. Astle, Fleet, Hants

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

Mrs H, Pembrokeshire

Stephen is one of the few IFA’s who truly offers unbiased advice. He is a good listener and sees it as a strength to double check on issues he isn’t 100% sure of. I am a firm believer that good advice is advice worth paying for. Most people think they know about financial issues or what is best for them and their money. The reality is, in my view, far different and means that many act too quickly or on impulse when making serious financial decisions. As an industry, financial services has been justifiably tarnished with the wrong brush. As such, it is important to seek out a competent and h...

Mr. G.O. Jones, Bristol

Create Wealth