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.

5 Good Reasons to Make a Will PDF icon

Choosing a Guardian PDF icon

Discretionary Trust PDF icon

Estate Planning For Business Owners PDF icon

FLIT

How to Review your Will checklist PDF icon

I'm an Executor what do I do PDF icon

Intestacy

LPA Business Owners PDF icon

Lasting Power of Attorney PDF icon

Protective Property Trust PDF icon

Tax Overview DT PDF icon

Tax Overview FLIT PDF icon

Tax Overview PPT PDF icon

Tax Overview VPT PDF icon

Trustees Guide PDF icon

Vulnerable Person Trust

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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.

What our customers say

Excellent company I can’t praise them enough for what they done for me

John dobson

Thanks team for your excellent support & service

Derrick Taylor

So very pleased with the outcome, so easy and quick to sort application, out with Shays help. The company did everything for me, Shay was very helpful and friendly and nothing was too much trouble for her. I am very grateful and cannot praise your company enough.

G White

I cannot recommend Jonathan Owen highly enough. My AA application was handled professionally & friendly by Shea in one phone call, it saved hours of filling in the dreaded forms & was well worth the fee.

Irene Ellis

I cannot praise the service that I received too highly. Everything was completed from the comfort of my home by Laureen. Your fee was extremely reasonable for the work involved and it was money well spent.Thank you.

Christopher Couldrey

i was very happy with the help from yourselves so i would like to thank you

Alan Walsh

Very grateful for all your help, excellent service, would highly recommend this company

Mia Baltyn

I would highly recommend the services of Jonathan Owen and would like to thank them for their help in filling my form in. The whole process to being advised I was eligible took roughly four weeks. Very good professional service from the staff who took time to show empathy and caring for my application.

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