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 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

I know Steve as I am a solicitor working with mutual clients. I am aware of his advice on financial & Tax planning. His depth of knowledge gives his clients and me as a referrer great confidence in his abilities. His understanding of a client’s needs and the approach he takes is invaluable to those he advises. I have no hesitation to recommending him to my clients.

Mr. Chris Beames, Senior Partner, Private Clients at Berry Smith LLP

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

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

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