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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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

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