Business Details
31 Years
experience
Trusted Financial Advisers for High-Net-Worth Individuals
Fox & Co & Co has specialised in Inheritance Tax mitigation and financial planning for high-net-worth clients since 1995. Our team, led by David Hindley, provides tailored solutions to preserve and grow wealth across generations. With three decades of experience, we focus exclusively on affluent individuals, offering expertise in IHT planning, investment management, and legacy strategies. Our collaborative approach with private banks and wealth managers ensures access to comprehensive financial resources. Clients are referred primarily by solicitors, reflecting our reputation for discretion and excellence.We prioritise long-term relationships, delivering strategic guidance aligned with individual goals. Our services address complex financial landscapes, including business sales and executive retirements. Regulatory compliance and client-centric values underpin our advisory process. Headquartered in Witney, we combine local service with national expertise. Our commitment to innovation ensures clients benefit from evolving tax-efficient strategies.
Services
IHT Mitigation
Financial Planning
Investment Management
Legacy Management
Tax Efficiency
Details
- Year established: 1995
Highlights and features
- 30 years' specialist experience in IHT and tax planning
- FCA-regulated advisory services with proven compliance
- Personalised strategies for high-net-worth clients
- Established partnerships with private banks and wealth managers
- Referred by solicitors for specialist estate planning
Associations and certifications
- Financial Conduct Authority
What people say
Expert IHT knowledge
Personalised service
Strong professional reputation
Services
IHT Mitigation
Specialist Inheritance Tax planning services for high-net-worth individuals. We implement legal strategies including lifetime gifting, trusts, and business relief to reduce estate tax liabilities. Our approach combines 30 years' experience with ongoing regulatory compliance to ensure optimal wealth transfer solutions for complex financial situations.
Financial Planning
Comprehensive financial planning tailored to affluent clients. Services include retirement strategy, asset protection, and tax-efficient investment structuring. We develop long-term plans aligned with individual risk profiles and intergenerational wealth goals, incorporating regular portfolio reviews and market-adaptive adjustments.
Investment Management
Collaborative investment management with discretionary fund managers. We create diversified portfolios balancing risk and return, focusing on tax-efficient vehicles like EIS and VCTs. Ongoing monitoring ensures alignment with changing market conditions and client objectives while maintaining FCA regulatory standards.
Legacy Management
Holistic legacy planning services covering will administration, probate support, and family business succession. We implement asset protection strategies and charitable giving frameworks to preserve wealth across generations while minimising tax exposure and ensuring smooth intergenerational transfers.
Tax Efficiency
Specialist tax efficiency consulting focusing on EIS, SEIS, and VCT investments. Our strategies reduce income tax, capital gains tax, and inheritance tax liabilities through compliant structures. We provide detailed analysis of tax relief opportunities and long-term implications for high-value estates.
People
David Hindley
Founder & Director
David Hindley has dedicated 30 years to advising high-net-worth individuals on tax mitigation and wealth preservation. His expertise in IHT planning and strategic financial structuring forms the foundation of Fox & Co & Co's client-focused approach.
Questions
What specialist services do you offer for high-net-worth individuals?
We specialise in Inheritance Tax mitigation, investment management, and legacy planning tailored to complex financial situations.
How do you help clients reduce inheritance tax liabilities?
Through legal strategies including trusts, lifetime gifting, and business relief schemes with full regulatory compliance.
What investment options do you recommend?
We focus on tax-efficient vehicles like EIS, SEIS, and VCTs while maintaining diversified portfolios with discretionary fund managers.
How are your services different from general financial advisors?
We exclusively serve high-net-worth clients with complex tax and wealth preservation needs, combining 30 years' specialist experience with FCA regulation.
What documentation is required for estate planning?
We require wills, trust documents, asset inventories, and existing financial statements to create comprehensive legacy plans.
