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WILLS

WILL TRUSTS

POWER OF ATTORNEY

FAMILY TRUSTS

FUNERAL PLANS

Last Will and Testaments


Why you should have a Will?

You may own a house or flat, shares, savings, investments as well as your personal possessions. All these things together are called your estate. Your will tells everyone what should happen to your estate after you die.

Everyone should have a will, but it is even more important if you marry, been previously married, have children, you own property or have savings, investments, insurance policies or you own a business.

What happens if I don’t make a will?

If you die without a valid will, you have no say in what happens to your estate. Instead, the rules of intestacy will divide your estate in a pre-determined way amongst specific members of your family and this may not be to people who you wished to benefit. Furthermore, the intestacy rules may not produce the most tax-efficient way of distributing your estate.

For anything further, Jonathan would be delighted to contact you for a free consultation* to talk through your requirements and answer any questions.

Book a free consultation
   
Expert Family Protection Trusts

Expert Will Writing

Estate Planning is an important step for you and your loved ones, so we ensure it's done right by you and to your design. We're confident that with our advice, you'll lay out a solid and secure plan for the future of you and your family.
  • Free initial consultation
  • Flexible video/telephone appointments - at times that suit you*
  • Twenty years of experience
  • Personal, passionate service that's competitively priced
  • You only pay for the work that's required - no surprise invoices
* - We're currently doing all of our consultations via video and telephone calls for the safety of our customers, with the option to have home consultations wherever possible. During home consultations we follow strict social distancing guidelines.
Planning Your Future Ltd T/A Jonathan Owen IEP
Regus House, Falcon Drive, Cardiff, CF10 4RU

0800 3688596

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Expert Family Protection Trusts

Jonathan Owen IEP
is a member of the Society of Will Writers