Lionheart Later Life Planning

Formerly known as West Oxon Wills

Trading in West Oxfordshire for over 30 years.

We are members of the Society of Will Writers.

We generally cover Oxfordshire, Wiltshire and Gloucestershire but remotely cover the whole of England and Wales.

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Lionheart Later Life Planning

Formerly known as West Oxon Wills

Trading in West Oxfordshire for over 30 years.

We are members of the Society of Will Writers.

We generally cover Oxfordshire, Wiltshire and Gloucestershire but remotely cover the whole of England and Wales.

We take pride in our customer service and provide our services at hard to beat prices and can arrange to discuss your needs at your home, place of work or a venue of your choice at a time to suit you day or evening.

We work in partnership with other trusted companies for some products and we make a point of trying to have agencies with as many of these as possible to enable a greater choice of products and the ability to source your needs at a competitive price.

Whilst enduring the pandemic we are generally dealing with clients remotely using a combination of telephone, email and post.

Advice or further information costs nothing!

Just give us a call to see how we can help.

	01993 220281
	07769 730616

With over 30 years experience in legal and financial services we can take care of your legal needs in your home or your place of work.

Wills

A will ensures that our assets pass to those we choose. It also avoids extra stress for our loved ones at a very difficult time.

Trusts

These are a way of ensuring the protection of the assets we have worked hard for all of our lives, like the family home.

Lifetime Mortgages

This is via companies having access to many lenders giving cost and type choices.

Power Of Attorney

If we lose mental or physical capacity, not necessarily from Dementia or Alzheimer’s, but after a fall, car accident or a stroke we may not be able to sign any documents at all.

Funeral Plans

When we pass away one of the first expenses is our funeral. Planning it now avoids extra stress for our grieving loved ones.

Probate

This is required when we die and often the family need assistance. We can help with this and can access favourable and fixed rate fees.

Home Insurance

Safe&Secure provide buildings and contents insurance from a panel of 32 insurers including Legal & General, AXA, RSA, UK General, Liverpool Victoria, Ageas and Zurich, who provide quality Defaqto 4 & 5-star rated policies, providing Residential, Buy-To-Let Landlords, Tenants and non-standard property insurance.

Partners

Lionheart Later Life Planning always partners with the right experts for the best solutions for our clients.

We are proud to collaborate with other businesses who share our vision and values in order to provide our clients with additional services that can be offered by people we know, like and trust.

Testimonials

"A big thank you for sorting out our wills, you made the process very easy indeed. We did not know how straight forward it would be until we took your “Non-legalese” guidance! If anyone has not yet made a will, we would recommend speaking with Mark as soon as possible, to put your affairs in order for your family, should the worst happen. Thanks again Mark "

- Mr Mark O, Witney
"I write to thank you for the very professional service that you provided when you prepared a will for us both. Although we realise how important making a will is in terms of inheritance tax, we had been putting off making one for years because as busy people we could never seem to find the time..."

- Mrs SP, Combe Oxon
"Last year you kindly provided your services to write my will. You covered all aspects concerned in the matter and did so in both a sensitive and professional manner. I was also very pleased with the value for money you offer. Please consider this a testimonial for your excellent services and will have no hesitation in recommending you in the future."

- Mr GRB, Abingdon Oxon

Latest News

Co-ownership

Written on Thursday, 31 March 2022

A recent article published on the Will Writers website www.willwriters.com. For the full article click below.

	01993 220281
	07769 730616
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