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.

5 Good Reasons to Make a Will PDF icon

Choosing a Guardian PDF icon

Discretionary Trust PDF icon

Estate Planning For Business Owners PDF icon

FLIT

How to Review your Will checklist PDF icon

I'm an Executor what do I do PDF icon

Intestacy

LPA Business Owners PDF icon

Lasting Power of Attorney PDF icon

Protective Property Trust PDF icon

Tax Overview DT PDF icon

Tax Overview FLIT PDF icon

Tax Overview PPT PDF icon

Tax Overview VPT PDF icon

Trustees Guide PDF icon

Vulnerable Person Trust

Book a free consultation - Jonathan Owen IEP

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.

What our customers say

Excellent service Jonathan Owen was patient and understanding whilst dealing with my successful application for Attendance Allowance. I would highly recommend this company's services.

Marie Goddard

Jonathan Owen Will solicitors were so helpful in helping me to fill in relevant forms for Attendance Allowance for which I am very grateful for. I definitely would recommend their services 100%

Lesley Collett

The team from Jonathan Owen were absolutely superb in claiming for my Attendance Allowance. The lady who walked me through the form was so friendly, tolerant and patient with me so I felt totally relaxed throughout the process. In fact, the whole team were professional, polite and helpful throughout. Thank you all so much.

Haydn Wilkins

I had attempted to fill the Attendance Allowance form in myself over about a year but found it a truly onerous task. I discovered Jonathan Owen by chance and, after contacting them, they completed the form by asking me the relevant information there and then. All done and dusted within an hour. I received the form through the post and then forwarded it to DWP. Within four weeks I received a letter telling me that I had been awarded the full rate of AA. Jonathan Owen’s representative was helpful, courteous and a real pleasure to talk to. What I had struggled with for months took just a short time and the result will make a massive difference to my life. Thank you all.

Mary D

WOW What a great team at Jonathan Owens. I have developed a fear of paperwork and hate having to fill out forms so I have put off claiming attendance allowanace for many years. After contacting Jonathan Owen their staff made the whole proceedure so straight forward and completed all the paperwork for me. I am now receiving the benefits that I should have been claiming for many years now. Big thank you to all at Jonathan Owen.

Jim Dunford

A Big Thank you to everyone at Jonathan Owen for all the help given with my Attendance Allowance application,I could not have done this without your help filling in the forms which has been successful within (7 weeks) I am so happy as this will make a huge difference to me,what a great team of people who went above and beyond to help,I will highly recommend to all my friends and family.Arthur Goll

Arthur Goll

I have been caring for my wife for a good few years now not realising that I could claim for this benefit.Although I only recently filled the form with your guidance I am optimistic that I will be successful and it will certainly help me care for her.Thank you so much

JOHN JENKINS

Excellent service and so helpful would not have been able to fill the form in myself Thank you so much

Maria