Wills

Wills

It's all too easy to put off making a Will but the difficulty is that we never know when it may be needed. Experience shows that families who don't plan ahead to cope with death or illness suffer higher levels of stress, expense and delay compared to families with the right legal and financial protection in place. Making a Will can give you peace of mind that your loved ones are protected.
  • You decide who inherits - not the Government!
  • Choose people you trust to act as your Executors
  • Appoint Guardians to look after young children
  • Avoid unnecessary exposure to Inheritance Tax
  • Have peace of mind and reduce the potential for family conflict

What information do I need to make a Will?

  • Make a list of financial assets (e.g. property, savings, investments, life insurance) and any liabilities (e.g. mortgage, loans).
  • Have names and addresses of people you may want to include in your Will as beneficiaries, executors / trustees and guardians.
  • Think about who you want to benefit from your estate and whether there are specific gifts of your personal possessions you would like to make.

How often should I review my Will?

Every three years or as soon as there are changes in your wishes or personal circumstances. You should also consider the suitability of your guardians, executors, trustees and beneficiaries named in your Will.

Do I have to wait until I am divorced to write a new Will?

No. Divorce proceedings can take a long time to complete so it is recommended that you make a new Will to avoid your estranged spouse / civil partner automatically inheriting via your current Will or intestacy.

How do I protect my child's inheritance if my spouse / civil partner remarries?

You can include a trust in your Will to safeguard your children's future inheritance. We can advise you about trust options to suit your needs during your consultation.

Who can be a guardian?

A guardian can be a friend or family member who is over the age of eighteen. You should consider the guardian's health, age, lifestyle and ability to care for your child.

I'm married - will my spouse get everything even if I don't make a Will?

Not necessarily. Under the current intestacy rules, it depends on the size of your estate and whether you have any children. Intestacy causes delays and complexity. For families with children, the division of assets can create co-ownership problems and an Inheritance Tax liability. Making a Will protects your family from this.

Where should I store my Will?

Your Will is an important document that needs to be kept safe. If it is lost or tampered with by others this could create problems at Probate and your wishes may not be carried out. We offer a secure storage service to give you peace of mind.

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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For somebody who has a horror of forms and paperwork, this service is excellent. The staff are professional, very friendly and helpful. The gentleman who helped me was very patient with me in filling in the form, and my application was accepted within three weeks of it being sent in. I can highly recommend the services of Jonathan Owen and I thank them for their help and support.
Robin Bain
Friendly staff excellent professional service from start to finish for my application highly recommended them
DAVID STYLES
Very good service and friendly staff and I thank you for excellent service.
John Delves
excellent, professional service.Nothing too much trouble for these people. Thank you so much!!
steven porter
Excellent service, professional, friendly and helpful throughout the application process. I would recommend Jonathan Owen Wills& Trusts to everyone.Thank you very much . Really appreciated the service provided.
Annie Mary
It felt that I was treated as an individual - personally, friendly and helpfully. My appreciation and thanks are most sincere.
Allan Lloyd
Superb service. Very nice staff. Thankyou
Patsy
I was doubtful I could qualify but filled my name tel no they rang next dayI gave my info over phone They did all the work I just had to sign and postSix weeks after I was acceptedTheir receptionist was ever helpfulso have a go you have nothing to loose
WILLIAM STANWIX

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