Phone CALL FREE 0800 3688596
Wills

Wills

It's all too easy to put off making a Will but the difficulty is that we never know when it may be needed. Experience shows that families who don't plan ahead to cope with death or illness suffer higher levels of stress, expense and delay compared to families with the right legal and financial protection in place. Making a Will can give you peace of mind that your loved ones are protected.
  • You decide who inherits - not the Government!
  • Choose people you trust to act as your Executors
  • Appoint Guardians to look after young children
  • Avoid unnecessary exposure to Inheritance Tax
  • Have peace of mind and reduce the potential for family conflict

What information do I need to make a Will?

  • Make a list of financial assets (e.g. property, savings, investments, life insurance) and any liabilities (e.g. mortgage, loans).
  • Have names and addresses of people you may want to include in your Will as beneficiaries, executors / trustees and guardians.
  • Think about who you want to benefit from your estate and whether there are specific gifts of your personal possessions you would like to make.

How often should I review my Will?

Every three years or as soon as there are changes in your wishes or personal circumstances. You should also consider the suitability of your guardians, executors, trustees and beneficiaries named in your Will.

Do I have to wait until I am divorced to write a new Will?

No. Divorce proceedings can take a long time to complete so it is recommended that you make a new Will to avoid your estranged spouse / civil partner automatically inheriting via your current Will or intestacy.

How do I protect my child's inheritance if my spouse / civil partner remarries?

You can include a trust in your Will to safeguard your children's future inheritance. We can advise you about trust options to suit your needs during your consultation.

Who can be a guardian?

A guardian can be a friend or family member who is over the age of eighteen. You should consider the guardian's health, age, lifestyle and ability to care for your child.

I'm married - will my spouse get everything even if I don't make a Will?

Not necessarily. Under the current intestacy rules, it depends on the size of your estate and whether you have any children. Intestacy causes delays and complexity. For families with children, the division of assets can create co-ownership problems and an Inheritance Tax liability. Making a Will protects your family from this.

Where should I store my Will?

Your Will is an important document that needs to be kept safe. If it is lost or tampered with by others this could create problems at Probate and your wishes may not be carried out. We offer a secure storage service to give you peace of mind.

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.

Quotes Left
What our customers say
Quotes Right
These people really helped me when applying for attendance allowance regular phone calls everyone was very polite, it was made so easy it’s made a big difference to my life I can keep myself safe in my home so a massive THANKYOU to all of you I recommend you to anyone.
Sheila Mitchell
No hassle, understanding and caring, they make this process easy, thank you for all you have done.
Mark SMITH
Staff were helpful and took in to account all queries. Good to know I can come back for help with any future queries as part of the original agreement. Thank you
V. Newton
Very very helpful made it look simple but it was far from that THANK YOU
ROGER SUMMERS
This was a wonderful service, far better than I expected. I've been struggling with the claim and had no one to help. This service made it easy and the result came through very quickly. I couldn't be more delighted. Well worth the money. Thank you so very much.
Terence Oakes
Great help throughout the whole process of my Attendance Allowance application.Thank you guys, appreciated.
Jose Vaz
Michael didn't think he'd get anything and refused to listen to me and the rest of the family. Thanks to seeing your advert I put his name forward. He took your comments to heart and allowed you to help him apply for Attendance Allowance. We've just heard that this claim was successful and he's been awarded over £400 per month. Brilliant outcome. Thanks so much for your patience with Michael and all the help you gave him. Many many thanks. Jennifer Bridge.
Michael Bridge
Received fantastic service from Jonathan Owen team from start to finish. Made the complicated process very simple. Thank you.
V. Shah
See all reviews - Jonathan Owen IEP

I have an enquiry regarding

Wills Protective Will Property Trust Power of Attorney Attendance Allowance
Cookie Settings