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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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very nice and professional
MIRZA MUNIR
What a fantastic company to work with! From start to finish, they knew exactly what they were doing. I would highly recommend them to anyone who needs help with filing or any of the services they provide. Every now and then, you come across a true gem in customer service — rare these days — and they are that gem.
Bernardete de Zinger
very friendly and professional staff with good communication skills giving good results in less than three weeks highly recommend
MR A MEEK
I highly recommend Jonathan Owen Wills and Trust. They supported me throughout my Attendance Allowance application and made the whole process clear and stress-free. Their knowledge and professionalism were excellent, and thanks to their help, my application was successful with a positive outcome. Very grateful for their assistance and would not hesitate to use their services again.
Len Heslop
Very professional, easy to work with would highly recommend
Jacqueline Spencer
A thoroughly professional company. Of which I highly recommend. The Company goes above and well beyond 5 stars. I am absolutely delighted in the way matters have been conducted. From start to finish. Thanks to The Jonathan Owen Team. EXCELLENT.
GERALD R
Simple and painless, benefit granted within 4 weeks, The company. Jonathan Owen works miracles, HIGHLY recommended.
Keith Slade
A few years ago I tried to claim this. It was declined. After some 5 years I saw adverts offering help with claiming AA. I read so many reviews all from real people saying they had been granted AA after the team fom Johnathon Owen had assisted them. What did I have to lose in trying again, after all it was a no win no fee based service. So after getting a call and talking and explaing the situation the papers were completed. I received them,read them and then added all my medical reports related to each condition. This is vital in helping your claim and the more you can send the better. The form pages are very clever in how the questions are asked and laid out. With the experience of my assistant who knew how to complete the forms I sent it off. In about 4 weeks I had a letter from local Council telling me it had been approved for various help with Council Tax, then the second letter from Belfast arrived. DWP always send letters marked Belfast on the back. Well, happy days...full rate granted. Do not struggle and guess when doing this paper work. I see it as the cost of the fee is trivial to the annual amount tax free you will receive. I am sorry I can't remember who helped me, suffice to say you are a Diamond. Many,many thanks for your help.
Nigel Couldwell
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