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How an inheritance went missing in error.

How you can prevent this happening to you.

A Scary Story!  Video Blog

My video explaining how a simple keystroke error almost cost someone their £100k+ inheritance … and what easy action you can take to safeguard yourself against such a thing happening to you.

This is the kind of story that keeps lawyers awake at night! A simple keystroke error meant that a person's bank details were slightly wrong, and his inheritance, of more than £100,000, was transferred to another customer at his bank. As if that wasn't bad enough, the other customer decided to hang on to the money and started spending it! And worse still, the bank wouldn't help...

CLICK HERE to watch my video about this awful incident.

Luckily, he got the money back in the end, although it cost a fortune in legal fees and he had to battle to get his costs reimbursed.

There's a bonus tip included in the video to help you make sure this can never happen to you. And of course, should you ever need any help with inheritance issues, just use the form below to send us a message, or give us a call on 0151 601 5399.

"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "

Matt & Betty R

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