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

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Yvonne Vandensteen

Thank you Jonathan Owen, we would highly recommended you and your associates, for your help and consideration.

Brenda Stephenson

I requested help with that 30+ page form for Attendance Allowance. I was taken through the form by telephone. A couple of weeks later I received the form which I then signed and posted on to DWP. A few weeks later my application was granted. Thanks, it will make a huge difference.

Chris Lewis

i have used Johnathon Owen with help to obtain Attendance Allowance. This involved help in completion of the form requesting the allowancen and the submission of that form to the DWP. I have now been informed that I have been awared the allowance. I would like to thank the persons with whom i dealt. Many thanks.

Richard James Hope

Highly recommend Jonathan Owen iep. Gareth was extremely helpful and achieved a successful outcome in a matter of a few weeks. Many thanks

Ian Mcwatt

I have recently used Jonathan Owen to assist me with obtaining the Attendance Allowance. They led me through the complicated form, over the phone, and sent it to me by post for signature and onwards posting to the DWP. A very simple process. 7 weeks later my request has been granted. This money will make such a difference to my quality of life.Thank you to the staff at Jonathan Owen.

Shirley palmer

First class service from start to completion, a very professional team securing what should be paid to many who do not know.

Mr AAC

I requested Jonathan Owen,s team to assist my Attendance Allowance application ,they were very helpful and knowledgeable and the forms have now been submitted.I have every confidence that I will get a satisfactory result.

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