In this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts. What begins as Dave’s personal curiosity quickly turns into a clear and engaging masterclass on how trusts work, why they exist, and how they can protect and preserve wealth across generations. Mat and Jenny explain the origins of trusts — dating back to the Crusades, when knights transferred their land to trusted friends ...
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In this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts. What begins as Dave’s personal curiosity quickly turns into a clear and engaging masterclass on how trusts work, why they exist, and how they can protect and preserve wealth across generations. Mat and Jenny explain the origins of trusts — dating back to the Crusades, when knights transferred their land to trusted friends ...
Episode 14 - An Autumnal round up of 2023 with Lance Peltz
Bassline by Cavendish Ware
24 minutes
2 years ago
Episode 14 - An Autumnal round up of 2023 with Lance Peltz
Lance talks about what is happening in the economy and some things to watch out for in the future. We talk about Bonds, Interest rates and the impact of geopolitical events such as the war in Ukraine, the Middle East situation and the upcoming presidential election in 2024.
Bassline by Cavendish Ware
In this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts. What begins as Dave’s personal curiosity quickly turns into a clear and engaging masterclass on how trusts work, why they exist, and how they can protect and preserve wealth across generations. Mat and Jenny explain the origins of trusts — dating back to the Crusades, when knights transferred their land to trusted friends ...