Business Details
31 Years
experience
Expert Financial Planning & IHT Mitigation Services
Fox & Co & Co has been dedicated to serving high-net-worth clients for over three decades. Specialising in Inheritance Tax (IHT) mitigation, we provide tailored financial solutions that preserve and grow wealth for generations. Our expertise extends to financial planning, investment management, legacy management, and enhancing tax efficiency through strategies like EIS, SEIS, and VCT investments. With a track record spanning 30 years, we have earned a reputation as trusted advisers to affluent individuals and families, including retired senior executives and business owners.Our collaborative approach ensures access to a comprehensive network of financial resources through partnerships with private banks and discretionary wealth managers. We prioritise personalised attention, strategic guidance, and absolute discretion, with most clients referred by local solicitors. Our commitment to excellence and deep understanding of complex financial landscapes enables us to navigate intricate tax planning and wealth preservation challenges effectively.
Services
IHT Mitigation
Financial Planning
Investment Management
Legacy Management
Tax Efficiency Strategies
Details
- Year established: 1995
Highlights and features
- We offer 30 years of specialist experience in IHT and tax planning.
- Our team provides personalised financial strategies for high-net-worth clients.
- We maintain partnerships with private banks and wealth managers for comprehensive solutions.
- Our services are trusted by local solicitors for client referrals.
- We are regulated by the Financial Conduct Authority for professional standards.
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service
Trusted advisers
Personalised attention
Expertise in tax planning
30 years of experience
Services
IHT Mitigation
Our IHT Mitigation services focus on reducing inheritance tax liabilities through strategies like lifetime gifting, trusts, and business relief. We tailor solutions for high-net-worth individuals to preserve wealth for beneficiaries. With expertise in UK tax law, we ensure compliance while maximising tax efficiency for estates.
Financial Planning
We develop comprehensive financial plans aligned with client goals, covering retirement, investment, and tax planning. Our approach considers risk tolerance, assets, and long-term objectives to create sustainable wealth management strategies. Regular reviews ensure adaptability to changing circumstances for optimal outcomes.
Investment Management
Collaborating with discretionary fund managers, we offer tailored investment strategies to grow and protect assets. Services include portfolio assessment, asset allocation, and risk management. Our focus on diversification and active monitoring helps clients achieve balanced, tax-efficient investment growth aligned with their financial objectives.
Legacy Management
Legacy Management ensures smooth asset transfer through estate planning, will administration, and charitable giving. We protect family wealth, minimise disputes, and implement tax-efficient strategies. Our approach preserves client values while facilitating seamless transitions for beneficiaries and future generations.
Tax Efficiency Strategies
We advise on tax-efficient investments like EIS, SEIS, and VCTs to reduce income, capital gains, and inheritance tax liabilities. These strategies offer tax reliefs while supporting growth-oriented investments. Expert guidance ensures compliance and optimised tax savings within diversified portfolios.
People
David Hindley
Founder
David Hindley has dedicated over 30 years to serving high-net-worth clients, specialising in IHT mitigation and financial planning. His expertise in wealth preservation and strategic partnerships ensures tailored solutions for complex financial landscapes.
Questions
What services does Fox & Co & Co & Co specialise in?
We specialise in IHT mitigation, financial planning, investment management, legacy management, and tax efficiency strategies for high-net-worth individuals.
How long has Fox & Co & Co & Co been in business?
We have 30 years of experience, established in 1995, focusing on wealth preservation for affluent clients.
Are Fox & Co & Co & Co regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority for professional compliance.
What areas does Fox & Co & Co & Co serve?
We primarily serve Witney, Oxfordshire, and surrounding regions, with clients referred nationwide by solicitors.
Can Fox & Co & Co & Co help with tax-efficient investments?
Yes, we advise on EIS, SEIS, and VCT investments to reduce tax liabilities while supporting growth opportunities.
