Jonathan Owen IEP
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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.

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What our customers say
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Jonathan has an informal yet very professional manner. He has the ability to explain any queires you may have in a clear and precise way, plus should you need to contact him, at any time, he will reply to your telephone call, text or email promptly.
Sue Atley
Jonathon was most helpful in assisting us making our Wills and POA. He explains all the different sorts of Wills you can make in a simple, easy to understand manner. He came to our home at a time when it suited us which is very convenient as we both work in the day. He is now assisting other members of my family. I would highly recommend him.
Sandra Gillison
Thank you Jonathan, highly recommended Ronald and Angela Hopes
Ronald Hopes
Jonathan explained all the different options available to enable us to make the right choice. He made it easy for us to understand. He was informal but also professional and put us at ease explaining all our queries. We would highly recommend Jonathan from Roy and Marianne Davies
Marianne Davies
I have no hesitation in recommending Jonathan. He is a very pleasant and genuine person. I urge anyone needing his services to contact with confidence
Rose Harding
Definitely recommend to anyone needing advice and guidance for Power of Attorney and Will writing. Jonathan is very approachable and down to earth and can easily talk you through the jargon to ensure you have the correct paperwork in place for you and your loved ones.
Joy Reynolds
First of all I would like to highly recommended Jonathan for coming to our home to go through things that I never knew before he explained everything to us in great detail. Myself and my husband can’t thank him enough for his good advice which we have taken on board and used his services thank you Jonathan
Delyth Thomas
Jonathan has just helped us do our Wills and Power of Attorney. I highly recommend him, he is so helpful, friendly and very efficient. Advised on many issues we had not even thought of and has certainly given us piece of mind for the future.
Paul Tanner
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