Guided enquiry

Plan your estate, step by step

A few short questions about your situation — no jargon and no obligation. Some questions, such as date of birth or smoking status for life cover, are optional and can be skipped. At the end we tell you what happens next.

What this is — and what it is not

It is an enquiry and a request for an introduction. It is not advice, a quotation or an application.
No premium is calculated and no price is quoted here.
We only ask what genuinely helps us route your enquiry — broad ranges, never account numbers or medical detail.
Your answers stay in this page only. They are not saved to your device, so closing the tab clears them.
You can stop at any point. Nothing is sent until you press send.

Cromwell Associates is a named point of contact and introducer. Where regulated advice is required, we introduce you to an appropriately authorised specialist, who is responsible for any advice, document or product.

Optional

What would you like help with?

Choose a subject if it helps, or go straight to your details. There are no further questions either way.

First name

Last name

How would you prefer to be contacted?

Email address

Telephone number

Service you are asking about

Best time to reach you (optional)

County or area (optional)

I agree that Cromwell Associates may contact me about this enquiry and, if I ask to be introduced, may pass my name and contact details to a suitable specialist for the service I have asked about. I have read the Privacy Notice.

Optional: I am happy to receive occasional updates from Cromwell Associates. This is separate from my enquiry and I can stop it at any time.

Please do not send medical details, account numbers or other sensitive information. Cromwell Associates is an enquiry and introduction service: it does not give advice, recommend policies or arrange cover. Insurance introductions are passed on by hand to a suitable specialist, and other services to an appropriate partner. Cromwell Associates may receive a referral payment if you go on to use a service.

Pathways

Nine routes through one conversation

Whichever you choose, the same named contact coordinates the enquiry from start to introduction.

Make or update a will

A first will, a rewrite after a life change, or a review of one written years ago.

Usually introduced to an appropriately qualified will writer or private client solicitor.

Trust planning

Holding assets for children, protecting a legacy, or reviewing an existing trust.

Usually introduced to a private client solicitor or trust specialist.

Lasting Powers of Attorney

Choosing who can act for you on health and finances if you cannot.

Usually introduced to a specialist who prepares and registers LPAs.

Estate planning

The whole picture: what passes on, to whom, and how it is structured.

Usually introduced to a private client solicitor, and where tax advice is needed, a suitably qualified tax specialist.

Probate and dealing with an estate after a death

Support for executors and administrators, whether or not there is a will.

Usually introduced to a private client solicitor or probate practitioner.

Inheritance-tax planning

Understanding what might be due on your estate, and what can legitimately be done about it.

Usually introduced to a private client solicitor and, where tax advice is required, a suitably qualified tax specialist.

Business succession and protection

What happens to shares, control and continuity if an owner dies or steps away.

Usually introduced to a corporate solicitor and, where cover is involved, a regulated protection adviser.

Life insurance and protection

Cover for a family, a mortgage, a business or an expected inheritance tax bill.

Usually introduced to a regulated protection adviser, who is responsible for any advice, quotation and application.

I'm not sure what I need

Describe the situation and we will work out which specialist should look at it.

Usually introduced to the specialist best suited to your circumstances, once your named contact has read the enquiry.