For the second consecutive year, financial advisory firm Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
This repeat performance underscores the firm’s expertise in delivering international financial planning and tax efficiency strategies.
In a financial landscape where individuals often unknowingly overpay taxes due to complex cross-border regulations, Hoxton Wealth’s accomplishment is crucial for clients. By identifying and reclaiming eligible overpaid taxes, the firm provides clients with not only substantial monetary benefits but also peace of mind and long-term financial clarity.
Chris Ball, CEO at Hoxton Wealth, said: “Our ability to recover over £1 million in refunds in such a short period, two years in a row, reflects our commitment to client success and the precision of our advisory process.”
“This isn’t just about numbers, though. It’s about ensuring clients don’t leave money on the table and that their financial plans are as efficient as possible. Our tax team, led by Mark Routen, has covered a lot of ground helping clients have tax missing from their accounts for the minimum time possible.”
Hoxton noted that recovered funds can play a key role in helping clients bolster retirement savings, fund education, or reinvest in other financial goals.
Ball added: TTo recover such an amount in the short time also requires co-operation from clients. but being able to prove how quickly we can reclaim overpaid tax helps our advisers plan their clients’ affairs with renewed confidence.”
