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Cruze Financial Solutions
Wills · Lasting Powers of Attorney · Inheritance planning

A will isn’t about dying. It’s about looking after them.

Wills, Lasting Powers of Attorney and inheritance tax planning. One gentle conversation so your wishes are written down, your children are protected and your family is spared the hardest paperwork at the hardest time.

Signing an important document with a fountain pen
What I can help with

Four things that keep your family safe.

Will writing

A clear, properly witnessed will that names your executors, your beneficiaries and guardians for your children. Reviewed when your life changes.

Lasting Powers of Attorney

Two documents that let people you trust make decisions about your money and your care if you cannot. Set up now, used only if ever needed.

Inheritance tax planning

Plain-English guidance on allowances, gifts and how your home is treated, so more of what you have built reaches the people you choose.

Trusts and protecting your legacy

Where a trust genuinely helps, for example for young children or a vulnerable relative, we will explain it simply and set it up properly.
Sound familiar?

This is for you if you’re…

  • Recently married, or living together unmarried
  • A new baby
  • Buying a home together
  • Separated or divorced
  • Getting older and wanting things in order
  • Caring for a relative
Good questions

The things people ask Sarah first.

Straight answers. If yours isn’t here, ask her directly.

In England and Wales, marriage usually revokes a will made before it, unless the will was written in contemplation of that marriage. It is worth an hour of your time to put a new one in place.

Important information

Will writing, estate planning and inheritance tax planning are not regulated by the Financial Conduct Authority.

For will writing and estate planning, Cruze Financial Solutions is an appointed representative of New Leaf (WWF) Ltd, registered number 7891401. Registered address: 165 to 167 High Street, Rayleigh, Essex, SS6 7QA.

Money, explained properly.

One email a month from Sarah: plain-English answers on mortgages, protection and wills. No sales pitch, unsubscribe any time.

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Also from Cruze

One conversation could change how your family sleeps at night.

Book a free, no-obligation chat with Sarah. Bring the questions you’ve been putting off. If we can’t help, we’ll tell you straight and point you to someone who can.

Monday to Friday, 10am to 9pm · Watford · St Albans · Harrow · Pinner