Phone CALL FREE 0800 3688596

Downloads

Below you will find a list of useful downloads in PDF format that we have created and made available to help you.

Please click on each one to open each document.

PDF icon5 Good Reasons to Make a Will PDF iconChoosing a Guardian PDF iconDiscretionary Trust PDF iconEstate Planning For Business Owners PDF iconFLIT PDF iconHow to Review your Will checklist PDF iconI'm an Executor what do I do PDF iconIntestacy PDF iconLPA Business Owners PDF iconLasting Power of Attorney PDF iconProtective Property Trust PDF iconTax Overview DT PDF iconTax Overview FLIT PDF iconTax Overview PPT PDF iconTax Overview VPT PDF iconTrustees Guide PDF iconVulnerable Person Trust
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Making sure your loved ones inherit

Jonathan Owen and his team of financial planners have more than 15 years of experience. The team have helped generations of families prepare for their future through various services, including Will Writing, protecting their property through Will Trusts, setting out Lasting Power of Attorneys, Family Protection Trusts, and preparing for their final journey with Funeral Plans, taking the burden away from their loved ones.

Jonathan Owen IEP is fully insured with professional indemnity cover up to £2M/customer.

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What our customers say
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Lovely people to deal with ,i would highly recommend anyone to them.Positive results and brilliant service Many thanks
JENNIFER
Lovely people to deal with ,i would highly recommend anyone to them.Positive results and brilliant service Many thanks
JENNIFER
So grateful to Jonathan Owen team. Helpful and professional
Frances Vaughan
it took 2 weeks from the form being sent to dwp to recieving my first payment.an excellent company to deal with,Thank you so much.
ann Tweddle
The company very straightforward and it was easy if you needed questions answered.The process was very simple and easy and I received the allowance very quickly.You will not be disappointed, give it a go. !!
Lynn Lebrun
Very professional from start to Finnish fantastic team a lot of experience. I can't thank enough I received the full attendance allowance well pleased thanks again.
Gordon Finney
Thank you to you all for your professionalism, which resulted in an excellent result. I would certainly recommend you.
Geoff Wenman
I am very grateful to Jonathan Owen for the professional & sympathetic help I received when applying for the Attendance Allowance. The whole process was made easy for me & I was successful in receiving an Attendance Allowance.
Eileen Fairclough
See all reviews - Jonathan Owen IEP

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