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Episode 22 - 🎙️ Demystifying Trusts
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 while away at war — and show how these same principles of protection, control, and legacy still apply…
The skinny
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