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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Good service very will recommend
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.
William Warren
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