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Dead letter drop

I have just had to spend some time with a very upset widow who opened documentation from an investment group that is about to transfer from unit trusts to Oeics.

The letter was addressed to “Mr &#39John Smith&#39 Esq Deceased” and started “Dear Unit Holder”.

The second page was similarly addressed and invited him to vote on the matter.

To cap it all, the last page was a change of address form, also addressed to “Mr &#39John Smith&#39 Deceased”.

David Lindsey

Foresight IFAs, Aylesbury, Bucks

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