Video: 7 Inheritance Mistakes to Avoid

Video: 7 Inheritance Mistakes to Avoid

In this video, Castlefield's Head of Client Engagement & Advice Rupert Lovesy explains seven of the most common mistakes people make when receiving an inheritance. 

Rupert outlines practical steps you can take to be more aware of them, and mitigate against these seven common inheritance mistakes.

Click the image below to watch the video

Recognising that losing a loved one can be an overwhelming time for all involved, Rupert also put together a useful guide to receiving an inheritance. 

In his guide, Rupert aims to support you through this period, so you’re well prepared to make more informed decisions. You can find the guide here.

This video is intended for information purposes only and it does not constitute a personal recommendation or inducement to invest. The contents of this video are not intended to be construed as legal, accounting, tax or investment advice. With any investment your capital is at risk. You should seek independent financial advice if you are unsure whether an investment product is suitable for your personal financial circumstances and appetite for risk. Unless otherwise stated this information is accurate as at 27/11/2025.