Blog

Oct
7
2024
Estate Planning Mistakes to Avoid: Common Pitfalls and How to Prevent Them
Estate planning is one of the most crucial steps in securing your legacy and ensuring that your assets are distributed a...
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Sep
20
2024
Top 10 Life Insurance Misconceptions That Could Be Costing You
Life insurance is one of the most important financial tools available, yet many people misunderstand how it works or und...
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Aug
6
2024
Estate Planning Myths Debunked: Separating Fact from Fiction
Estate planning is an essential aspect of managing your future, ensuring that your assets are distributed according to y...
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Jun
17
2024
The Role of Insurance & Protection in Estate Planning: A Quick Guide
Estate planning is a crucial step in ensuring that your assets and loved ones are taken care of after you pass a...
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Jun
9
2024
10 Essential Things You Need to Know About Wills in the UK
Creating a will is a crucial step in ensuring your assets are distributed according to your wishes after your death. Des...
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May
31
2024
How to Mitigate Inheritance Tax with Effective Estate Planning
Inheritance Tax (IHT) is often a significant concern for those planning their estates in the UK. With careful and strate...
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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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Many thank's to Jonathan Owen team 10/10 , Excellent friendly service Dave Wright
Dave Wright
Excellent service with a very satisfactory result. Very professional and friendly. Would definitely recommend to family and friends.
Susan Clue
Would have given 10 stars. Excellent service. Never having claimed benefits, I was sceptical about the outcome, decided nothing to lose as no fee unless successful. Completed the form via telephone, received confirmation within 6 weeks that I had been awarded highest rate. Big thank you to Chloe and Tim .
Gwenda Dillon
Great. Company. Would. Recamend. Them. Settled. My. Claim. Whitin. 6 weeks.
Mervyn. Wilkinson
Great. Company. Would. Recamend. Them. Settled. My. Claim. Whitin. 6 weeks.
Mervyn. Wilkinson
Very helpful company at my age could not have coped with applying without their expertise.Highly recommend
Margaret McKenzie
Excellent service. Everything was done so professionally. I had no problems at all and there phone service was brilliant. Can't praise them enough
Linda Rogan
Very pleased to say that this company has successfully been able to guide me through the process and obtained my application for this allowance, would recommend.
Keith Humphreys

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