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.

Adam Canavan Financial Planner Bowmore Financial Planning

Dhana Sabanathan Partner Michelmores LLP

7 July 2026