Blog

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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Great service by Chloe, lead me through the questions. Very proficient and professional, happy say to I was granted the allowance without any problems. I would highly recommend the Company. Thank for your guidance and help.
Denis Rogers
Lucy at Jonathan Owen took me through the lengthy 30+ page Attendance Allowance application by telephone. She explained various aspects of the application which otherwise I would not have fully understood and helped me in a very friendly and professional manner. My application has been successful with DWP processing it to payments starting less than 4 weeks from sending the application off.Thanks to Lucy and her colleagues for their help and tremendous service.
Hardev Chahal
Just started attendance claim but so far found them extremely helpful and professional,would never have put the information together as goog thank you so far well worth it.
Barry hassell
Having previously received excellent help from Gareth on obtaining my attendance allowance he then worked to sort my claim for my pension uplift. So many people miss out on this benefit, it’s not easy. Strongly recommend you seek the help from Gareth and his team.
Ian Mcwatt
I would like to thank the brilliant team at Jonathon Owen for their work in successfully getting attendance allowance for me . William warren.
William warren
Very good service over phone on filling in of forms got there forms and signed them and sent off to attendance allowance
Gordon wilson
Excellent service. James took time to listen to my husband and I and what we needed our wills to cover. He demonstrated a reassuring understanding of our concerns and provided us with perfect solutions. Having gone through a very difficult situation dealing with a very poor will left by my late Dad, this gave us the peace of mind that our own daughter will not be in the same position when dealing with our estate. James, was knowledgeable, professional yet friendly at the same time. I am so glad I decided to use this company. Everything was completed at our home at times convenient to us.
Gill Evans
Excellent service highly recomended extremely helpful
Patrick Broad

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