Jonathan Owen IEP
Phone CALL FREE 0800 3688596
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.

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.

Quotes Left
What our customers say
Quotes Right
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
See all reviews - Jonathan Owen IEP

I have an enquiry regarding

Wills Protective Will Property Trust Power of Attorney Attendance Allowance
Cookie Settings
Loading...