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 6 - Why Protection Matters with Matt Smith
Bassline by Cavendish Ware
17 minutes
3 years ago
Episode 6 - Why Protection Matters with Matt Smith
In this episode, Matt Smith who works in client Support for Cavendish Ware talks about is own personal experience of loss, and how important protection was to helping him in the most difficult of times.
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 ...
