Trust Services

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

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

I have been a client of Peter Davies and Create Wealth Management for about 10 years now and have been consistently impressed and delighted with the care and attention Peter has always shown in understanding my needs. From the time he put in place arrangements to relieve me of my inheritance tax liabilities to the ongoing monitoring of my investment funds he has ensured that I have enjoyed both a regular income and capital growth from them; just exactly what I requested.

Mrs M Howell, Newport, Pembs.

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

Mrs H, Pembrokeshire

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

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

Create Wealth