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

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.

What our customers say

I tried to do it myself once before but gave it up as there seemed to be endless questions some of them repeated then this firm took on all the hard work filling in answers l gave them all l had to do was add one or two simple things then sign it.After about 7 weeks I got my money in my bank backdated.The team were great.

Charles Wallace

Superb fast efficient all round service

Anthony lamb

What a brilliant service (back pay )into my bank account in 5 weeks total. I would definitely recommend this service to my family and friends THANK YOU

Mr L. REDGATE

I received fantastic service from this company - knowledgeable and very patient staff who assisted with the form completion. My application was granted in four weeks and three days. I had three follow up calls and their fees are worth every penny. I will recommend them without reservation.

Barbara Ede

The whole thing was handled in a professional and pleasant manner throughout, well done and thank you.

MR CHARLES M CAMERON

Absolute pleasure to deal with this company.Ultra pleasant and understanding staff.Many thanks

Kelvin Woodruff

Excellent

Ali

Excellent service. This company is extremely helpful, friendly and professional. My AA claim was successful and I would recommend Jonathan Owen 100%.

Joseph Kimble