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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I think Jonathan Owen and his staff were great. They could not have been more helpful. The process of filing in the forms was so easy. Took all the stress out of filing them in myself. Thank You.
Margaret Mclanders.
You will have no problems using the very helpful Jonathanowen .
Mr David Barwood
I am so happy and grateful with the service you provided, your staff were so helpful and friendly.
L Stokes
Very helpful with my AA form glad to say got positive results cant thank you enough for all your help
PearlAvis
Five stars is not really enough for the service Jonathan Owen provides. What they have achieved in helping me and my wife move forward in this forever inflationary driven world, is just beyond belief. I recommend their service to anyone with a severe disabilities just to give it a go.I know I tried it on my own 3 years ago to claim Attendance Allowance, to no avail. I'm sure a lot of other people have done the same. In just 3 week funds were being deposited into my account from DWP for A A. Using Jonathan Owens guidance and expertise.
Raymond Forshaw
Used to apply for AA. Easily done by telephone to a very reassuring member of the team. Promptly recieved the paperwork to submit to DWP. Succesfull application.
BARRY GROVES
Excellent company so helpful thank you
Mrs waters
I am very pleased with the support I received from the Jonathan Owen team. They were very prompt in responding to phone messages and liaising with my daughter, made things a lot easier for my wife and The lady who went through the claim form with us was extremely kind and patient. We are very grateful for the excellent service we received. Thank you for all your support.
Victor McPherson
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