Author Archives for Jo Radcliffe

Inter-generational Wealth | Investing as a Family

July 21, 2021 1:48 pm Published by Jo Radcliffe Comments Off on Inter-generational Wealth | Investing as a Family

Every family dreams of living a good life in relative financial comfort and passing on a healthy estate to future... View Article

Intergenerational Wealth | Parents Perspective

April 26, 2021 4:21 pm Published by Jo Radcliffe Comments Off on Intergenerational Wealth | Parents Perspective

There is arguably no sweeter time in life than when you’ve just got married, welcome your first child into the... View Article

Generational Wealth | Grandparents Perspective

March 19, 2021 2:41 pm Published by Jo Radcliffe Comments Off on Generational Wealth | Grandparents Perspective

When we reach a certain age, it’s common to feel we have less control over what we can do to... View Article

Pensions Debunked

March 9, 2021 3:42 pm Published by Jo Radcliffe Comments Off on Pensions Debunked

In its most basic form, a pension is a savings pot into which you save money during your employment years,... View Article

Saving for future generations with a ‘Junior Individual Savings Account’ (JISA)

February 19, 2021 4:44 pm Published by Jo Radcliffe Comments Off on Saving for future generations with a ‘Junior Individual Savings Account’ (JISA)

Thinking of saving for your children or grandchildren? You may be thinking about university costs, driving lessons or a deposit... View Article

Generational Wealth in the Modern Age

February 19, 2021 4:35 pm Published by Jo Radcliffe Comments Off on Generational Wealth in the Modern Age

Generational wealth or inter-generational wealth is a concept that you’ve possibly heard before. Typically, it refers to wealth passed down... View Article