Phone CALL FREE 0800 3688596

Downloads

Below you will find a list of useful downloads in PDF format that we have created and made available to help you.

Please click on each one to open each document.

PDF icon5 Good Reasons to Make a Will PDF iconChoosing a Guardian PDF iconDiscretionary Trust PDF iconEstate Planning For Business Owners PDF iconFLIT PDF iconHow to Review your Will checklist PDF iconI'm an Executor what do I do PDF iconIntestacy PDF iconLPA Business Owners PDF iconLasting Power of Attorney PDF iconProtective Property Trust PDF iconTax Overview DT PDF iconTax Overview FLIT PDF iconTax Overview PPT PDF iconTax Overview VPT PDF iconTrustees Guide PDF iconVulnerable Person Trust
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.

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What our customers say
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Your help was so professional, very helpful and thanks to you resulted in a successful application.
Kathleen Pendlebury
Excellent service over the phone with filling out the forms. I received AA within weeks. Thank you so much for being so patient with me. I would definitely recommend you to friends.
Terry Parker
An excellent. professional service, with empathy and understanding.It has been a real pleasure to deal with Jonathan Owen.
Barry Moran
I have nothing but praise for Jonathan Owen for the way that they enabled me to receive my Attendance Allowance. My application was handled by Euan, who patiently went through the complex application forms for me and "hey ho", within a matter of not many weeks I received my first payment.I have no hesitation in recommendingJonathan Owen for what they did for me. Thank you all so very much,CLIFF MILDREN
Cliff Mildren
Thank you Shea for all the help and advice in filling out my application form , and one for my husband, for the Attendance Allowance - this took out all the hard work for me in filling in such long and involved forms and I am very pleased to say the applications were successful.
Joyce Greenfield
what a great relief to have Jonathan Owen's company looking after my attendance allowance. I have advised all my friends about this firm
Geraldine Fitzpatrick
I am impressed and hugely grateful to Cloe and all those involved in form filling on my behalf ;i had attempted completion on several occasions but given up ---always employ professionals --and i eventually did THANK YOU ALL SO VERY MUCH
johnnie cook
The staff are most obliging I would highly recommend this company
John dobson
See all reviews - Jonathan Owen IEP

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