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Tax Planning


Tax planning is a complex subject, which requires a detailed understanding of your personal circumstances and objectives.

Bankfield specialises in tax planning for higher rate and additional rate tax payers.

Depending on your present and future tax status, we will tailor solutions which are flexible and sensible.  We do not recommend investment in aggressive tax schemes which have not been disclosed to HMRC.

Our most common tax planning work includes mitigating:

We will work closely with your other professional advisers (e.g. accountant and solicitor) to ensure the solution exactly meets your requirements.

To speak to a qualified and experienced Independent Financial Adviser, in complete confidence and with no obligation, please call us on 0116 253 5600 or complete the enquiry form.

Taxation planning is not regulated by the Financial Conduct Authority. Tax treatment is based on individual circumstances and may be subject to change in the future.