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.

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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Great service by Chloe, lead me through the questions. Very proficient and professional, happy say to I was granted the allowance without any problems. I would highly recommend the Company. Thank for your guidance and help.
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Lucy at Jonathan Owen took me through the lengthy 30+ page Attendance Allowance application by telephone. She explained various aspects of the application which otherwise I would not have fully understood and helped me in a very friendly and professional manner. My application has been successful with DWP processing it to payments starting less than 4 weeks from sending the application off.Thanks to Lucy and her colleagues for their help and tremendous service.
Hardev Chahal
Just started attendance claim but so far found them extremely helpful and professional,would never have put the information together as goog thank you so far well worth it.
Barry hassell
Having previously received excellent help from Gareth on obtaining my attendance allowance he then worked to sort my claim for my pension uplift. So many people miss out on this benefit, it’s not easy. Strongly recommend you seek the help from Gareth and his team.
Ian Mcwatt
I would like to thank the brilliant team at Jonathon Owen for their work in successfully getting attendance allowance for me . William warren.
William warren
Very good service over phone on filling in of forms got there forms and signed them and sent off to attendance allowance
Gordon wilson
Excellent service. James took time to listen to my husband and I and what we needed our wills to cover. He demonstrated a reassuring understanding of our concerns and provided us with perfect solutions. Having gone through a very difficult situation dealing with a very poor will left by my late Dad, this gave us the peace of mind that our own daughter will not be in the same position when dealing with our estate. James, was knowledgeable, professional yet friendly at the same time. I am so glad I decided to use this company. Everything was completed at our home at times convenient to us.
Gill Evans
Excellent service highly recomended extremely helpful
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