Blog

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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Thoroughly recommend this company. Very friendly, professional. Young lady helped filling out the forms with a friendly approach. Didn’t rush. Any query I had was answered promptly
Ann Bruton
Without their help I would not have been awarded my allowance. So professional in there work and very helpful. Great service
Francis Kinsella
extremely professional .
Joan Naden
Fabulous service
Raymond Nield
I would certainly recommend Jonathan Owen. Their service has been outstanding. Cannot fault them. Such great help filling out the forms, and I was given plenty of advice.
Ernest Claude Moore
What a lovely lady that helped me through the paper work I would recommend your firm to any one thanks agin
Derek bromwell
Very pleased with the help with forms. Very helpful professional staff.Thank you for all your help and guidance.
Derek Knight
Absolutely marvellous
Jennifer Slowley-Berry

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