Jonathan Owen Wills & Trusts

Name

Jonathan Owen Wills & Trusts

Legal name

Planning Your Future Ltd

Website

https://jonathanoweniep.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Swansea

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Attendance Allowance Application Assistance: No-win, no-fee service for Attendance Allowance applications. Customers pay only if their claim is successful. Fee is £600 inclusive of VAT. The company guides customers through the 30+ page DWP application form, conducts telephone interviews, and submits applications on behalf of clients.
2. Pension Credit Application Assistance: Success-fee based service for Pension Credit claims. Free eligibility check first, then £295 + VAT (£354) upon successful claim. Can be backdated up to 3 months.
3. Will Writing Services: Last Will and Testament preparation services. Customers contact the company for consultations, and home visits are offered for Will and Power of Attorney appointments.
4. Protective Will Property Trust: Property Protection Trust setup services to help homeowners protect assets from care costs and inheritance tax.
5. Lasting Power of Attorney: Preparation of Lasting Power of Attorney documents for health and finance decisions.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Jonathan Owen Wills & Trusts provides UK consumers with estate planning services (Last Will and Testament, Protective Will Property Trusts, Lasting Power of Attorney) and assistance applying for government benefits, specifically Attendance Allowance and Pension Credit uplifts. Benefit claims are sold on a no-win, no-fee basis at £600 inclusive of VAT (Attendance Allowance) and £295 plus VAT upon successful Pension Credit uplift, while estate planning documents are priced on consultation with free initial eligibility checks.

Product overview

Jonathan Owen Wills & Trusts is a financial planning firm offering a portfolio of estate planning and benefit claim assistance services. The core offerings include Will Writing, Protective Will Property Trusts, and Lasting Power of Attorney setup, complemented by specialist assistance services for Attendance Allowance claims and Pension Credit applications. The company operates on a no-win, no-fee model for benefit claims (Attendance Allowance at £600, Pension Credit at £354) and is fully insured with professional indemnity cover up to £2M per customer.

Differentiator

Problem solved

Functional benefit

Products and services

• Last Will and Testament Will writing service that helps individuals safeguard their wishes after they pass away, ensuring assets are distributed according to their intentions. Offered to UK homeowners and individuals planning their estate, with home visit consultations available.
• Protective Will Property Trust A trust arrangement that secures assets by placing them in a Property Protection Trust, safeguarding property value for beneficiaries and protecting against long-term care costs. Targeted at UK homeowners concerned about care cost erosion of their estate.
• Lasting Power of Attorney Service for setting up Lasting Power of Attorney, enabling individuals to pass on decision-making power to a friend or relative if they become incapacitated. Home visit consultations offered.
• Attendance Allowance Assistance Assistance service helping individuals aged 66+ complete the 30-page Attendance Allowance application to access tax-free benefits of over £5,000 per year, operating on a no-win, no-fee basis with a £600 inclusive of VAT success fee. Telephone-guided application support is provided.
• Pension Credit Help Service helping eligible individuals claim pension uplifts of up to £15,000 per year, with a free eligibility check first and a success fee of £295 plus VAT (£354) only upon successful claim, potentially backdated up to 3 months.

Quantifiable outcome

• 90%+ success rate on Attendance Allowance applications
• +3 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Beacon (Turn2us): Beacon is a UK charitable benefits calculator that helps users identify unclaimed entitlements including Attendance Allowance and Pension Credit. It overlaps with Jonathan Owen's benefits-claim assistance service but operates as a free self-serve tool rather than a paid success-fee model.
• Guardian365 / Independent Age Benefits Advice: Independent Age and similar UK charities provide free, specialist advice on Attendance Allowance and Pension Credit claims to older people. They overlap with Jonathan Owen's benefits assistance revenue stream as a free alternative for the same persona.

Direct peers

• Farewill: Farewill is a UK online will-writing and probate platform that targets consumers with low-cost, digital-first will and estate planning services. It competes with Jonathan Owen on the will-writing leg of the portfolio, especially for younger, digitally-engaged customers.
• Kings Court Trust: Kings Court Trust is a UK specialist in trust creation, will writing, and estate administration services. It is directly comparable to Jonathan Owen's Protective Will Property Trust and Lasting Power of Attorney offerings, serving a similar UK consumer estate planning segment.

Broad incumbents

• Co-op Legal Services: Co-op Legal Services is a large UK provider of wills, probate, family law, and estate planning services operating as part of the Co-op group. It competes broadly with Jonathan Owen's will-writing and estate planning offerings with greater brand recognition and scale.

Others

• Citizens Advice: Citizens Advice is the UK's largest free advice network providing guidance on benefits, debt, and consumer issues including Attendance Allowance applications. It competes indirectly by offering a free alternative pathway to Jonathan Owen's paid claims assistance service.
• Age UK: Age UK is a major UK charity providing free advice and information to over-60s on benefits including Attendance Allowance. It is an adjacent ecosystem participant that competes indirectly with Jonathan Owen's core target segment.

Regional players

• McKenzie Beute & Co Solicitors: Regional UK solicitors offering wills, probate, and lasting power of attorney services to local clients. Comparable to Jonathan Owen on estate planning service lines, with overlapping home-visit consultation model but broader legal practice scope.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/jonathan-owen-wills-trusts

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jonathan Owen Wills & Trusts