Poor record-keeping cost me money

A communication mix-up caused delays in getting money transferred from dollar to GBP which caused a significant loss to a trust. Who was to blame?

Poor form

A professional trustee made a mistake and wants to put it right – but should Deirdre end up better off?

A not-so-trusty trustee’s process

A family decide they no longer want a professional trustee company as trustee of their family trust. Delays in the trustee company forwarding the original trust documentation led to a complaint.