Blog

Jan
13
2025
Key Considerations When Appointing Executors for Your Will: How to Choose the Right Team
Creating a will is one of the most loving and responsible acts you can do for your family and loved ones. It’s you...
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Dec
1
2024
Maximising Tax Efficiency: How Estate Planning Can Preserve Your Wealth
Estate planning is not just about deciding who inherits your assets; it’s also a strategic tool for minimi...
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Oct
29
2024
Why Reviewing Your Will Regularly is Crucial
Creating a will is an essential step in securing your family’s future and ensuring your wishes are respe...
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Oct
7
2024
Estate Planning Mistakes to Avoid: Common Pitfalls and How to Prevent Them
Estate planning is one of the most crucial steps in securing your legacy and ensuring that your assets are distributed a...
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Sep
20
2024
Top 10 Life Insurance Misconceptions That Could Be Costing You
Life insurance is one of the most important financial tools available, yet many people misunderstand how it works or und...
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Aug
6
2024
Estate Planning Myths Debunked: Separating Fact from Fiction
Estate planning is an essential aspect of managing your future, ensuring that your assets are distributed according to y...
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Jun
17
2024
The Role of Insurance & Protection in Estate Planning: A Quick Guide
Estate planning is a crucial step in ensuring that your assets and loved ones are taken care of after you pass a...
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Jun
9
2024
10 Essential Things You Need to Know About Wills in the UK
Creating a will is a crucial step in ensuring your assets are distributed according to your wishes after your death. Des...
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May
31
2024
How to Mitigate Inheritance Tax with Effective Estate Planning
Inheritance Tax (IHT) is often a significant concern for those planning their estates in the UK. With careful and strate...
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Apr
29
2024
Life Changes and Estate Planning: Adapting Your Plan to Major Milestones
Life is full of twists and turns, marked by significant milestones that shape our journey. From the joyous celebration o...
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Mar
27
2024
How to Use Life Insurance to Maximise Your Estate's Security
Estate planning is a crucial step in securing your legacy and ensuring your loved ones are taken care of after you're go...
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Feb
8
2024
What Should I do if I Have Concerns About Someone Else's Will or LPA?
If you have concerns about someone else's will or lasting power of attorney (LPA), it's crucial to address them promptly...
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Jan
18
2024
8 Reasons to Consider a Lasting Power of Attorney
As we traverse the journey of life, it becomes imperative to plan for unforeseen circumstances and ensure our well-being...
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Dec
10
2023
Understanding Protective Property Trusts: Do You Need One If You Have a Will?
Estate planning is a critical aspect of securing the financial future of your loved ones, particularly when it comes to ...
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Nov
9
2023
Estate Planning for Millennials: Why It's Never Too Early to Plan Your Legacy
When it comes to planning for the future as a millennial, the term "estate planning" might not be at the forefront of yo...
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Nov
2
2023
Estate Planning Checklist: Vital Steps to Safeguard Your Family's Financial Future
Securing the future of your loved ones is a priority for everyone, regardless of age or stage in life. E...
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Sep
29
2023
Navigating Lasting Power of Attorneys (LPA) in the UK: Your Definitive Guide
In a world filled with uncertainties, it's crucial to plan for the unexpected. One indispensable tool in the realm of le...
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Aug
28
2023
A Quick Guide to Estate Planning: Protecting Your Legacy
Estate planning is a powerful way to shape your legacy and ensure your loved ones are provided for after you're gone. In...
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Jul
26
2023
Wills vs Protective Property Trusts: Which One is Best?
Estate planning is a crucial step in securing your assets and ensuring that your loved ones are taken care of when you'r...
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Jun
27
2023
The Do's and Don'ts of Writing a Will in the UK
Writing a will is an essential part of estate planning that ensures your wishes are followed after your passing. In the ...
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May
26
2023
A Guide to Attendance Allowance in the UK
This guide aims to provide you with an overview of Attendance Allowance in the UK. Attendance Allowance is a tax-free f...
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Apr
28
2023
Avoiding Inheritance Disputes: How to Create a Legally Binding Will
Creating a legally binding will is an essential step in ensuring that your estate is distributed according to your wishe...
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Apr
3
2023
Protective Property Trusts: A Guide for UK Homeowners
Protective Property Trusts (PPTs) have become a popular way for UK homeowners to protect their property assets and ensur...
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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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A well designed professional format to assist applicants through what can be a rather complex Attendance Allowance application Process, skilled staff are on hand to assist the applicant in the completion of each section of a very large form.
David
Shea helped me with this, I am so grateful for her support, thanks very much.
Nigel David Bird
I was not sure if I was eligible for the attendance allowance but your girl Kate, was so helpful and talked me through it with such patience and I ended up receiving it with no problems. So thank you very much.
Barbara Hurley
Staff were so helpful and I am so grateful for all you did. Some operations leave you very weak. Many thanks.
Alan wright
Really simple procedure, I wrongly assumed I wasn't entitled to the attendance allowance, but the staff helped me with the forms, and after a short while I received the allowance. Highly recommend Jonathan Owen company.
Andy Franklin
Thanks for your help. Highly Professional. I recommend any one with Health issues to contact Jonathan Owen Wills & Trust. Thanks again to all staff who helped with the filling of the forms
Mary E Gibb
Thank you for all your help you made it so easy for us to understand the procedure and to claim the allowance once again thank you.
Keith Wilkinson
So glad that I came across Jonathan Owen company while surfing Facebook I thought at first that it was a scam then reading it properly thought what have I got to lose I duly rang them up and what lovely people they turned out to be help me all filling the forms.I would recommend them to anyboady struggling with health problems. Thank you Jonathan Owen for all your help.
Albert Victor Stanley

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