When the Trust Can't Please Everyone: Navigating Three Generations of Competing Demands
In this episode, David Bell speaks with Dhana Sabanathan (Partner, Michelmores LLP) and Adam Canavan (Financial Planner, Bowmore Financial Planning) to work through the Hartley Family Trust — a £15 million structure split across a £12 million residential property portfolio and two discretionary investment portfolios.
First Money, Lasting Decisions: What Advisers Owe a Young Trust Beneficiary
David Bell speaks with Dhana Sabanathan (Michelmores LLP) and Adam Canavan (Bowmore Financial Planning) about the financial planning and legal challenges when a young beneficiary receives their first major distribution.
Offshore Bond in Trust: Offshore Structures for School Fees, Tax Deferral, and Long-Term Wealth
Investment bonds are one of the most flexible tools available to discretionary trusts — but they're frequently misunderstood, underused, or left unreviewed. In this episode, David Bell speaks with Dhana Sabanathan (Michelmores LLP) and Adam Canavan (Bowmore Financial Planning) about the Morrison Family Trust, a discretionary structure holding £2.8 million through an offshore insurance bond.
Italy Investor Visa for American Tech Entrepreneurs: €250K Investment Unlocks European Optionality
In this case study, David Bell is joined by Michael Maxwell, Partner at Ariete Capital, to explore how the Italy €250,000 Innovative Start-Up Investor Visa could work for a client like Lucas — and why optionality, not relocation, is often the real objective.
Italy Investor Visa for Canadians: How Semi-Retired Can Live in Europe Without Leaving Canada Behind
In this case study, David Bell is joined by Michael Maxwell, Partner at Ariete Capital, to walk through exactly how a couple like the Websters could structure their Italian residency — and what it means for their tax position, investment portfolio and lifestyle.
Married or Divorcing? US/UK Tax Planning for a Private Equity Professional in London
In this episode, David Bell is joined by David Foster, partner in EY's US/UK cross-border tax team, and Ed Johnson, wealth planning professional at W1M, to explore both sides of this scenario: optimised planning if the couple stay together, and the tax implications of a cross-border divorce settlement.
£2M a Year in Charitable Giving: Structuring Philanthropy for a US/UK Family | How to Build a Legacy
When a UK couple exits their business with a sizeable lump sum and £2 million a year to give, where do they even begin?
French Entrepreneur Moving to UK: €4.2M Offshore Bond Tax Strategy | Cross-Border Planning
A comprehensive case study examining how a French entrepreneur relocating to London should manage a €4.2 million Luxembourg offshore bond—covering PPB compliance, time apportionment relief, FIG regime, and pre-arrival tax planning.
Gulf Investors in London Property: Tax, Structure & Value Creation Strategy
A comprehensive case study examining a Saudi family's £15 million Mayfair property acquisition—covering tax implications, ownership structures, renovation strategy, and multi-generational planning for non-UK domiciled investors.
UK Retiree Moving to Spain: £6.8M Offshore Bond Exit Strategy | Spanish Tax Compliance
A detailed case study examining how a UK-domiciled retiree relocating to Spain should manage a £6.8 million Luxembourg offshore bond—covering UK exit tax, Spanish tax compliance, Modelo 720 reporting, wealth tax implications, and future portability to Portugal.