We help individuals, trusts and charities achieve their financial goals and objectives, through a combination of excellent client service, technical expertise and a strong investment process.
As your fund accumulates your contributions receive Income Tax relief at source and the investments in your pension fund grow in a tax-free environment. When you choose to take benefits from your pension you have access to a tax-free lump sum (Pension Commencement Lump Sum) in addition to a taxable income. In addition to this defined contribution pension funds have significant Inheritance Tax advantages as they can be passed to a surviving spouse or other dependents outside the scope of Inheritance Tax.
Torevell & Partners have cared for my holdings for more than 25 years with my total approval and satisfaction
Mrs O
Thank you for all your help, support and wisdom
Manchester based charity
I just wanted to thank you for all your efforts, and compassion over these last few years, as my mother’s dementia progressed and following her death. It has been very much appreciated
Mrs W, Somerset
Once again many thanks for all you do for me; it’s all much appreciated
Mrs M Derbyshire
I want to thank you again for all your hard work. It was such a relief knowing that you were taking care of everything and I've been ever so pleased since you have managed the funds
Mrs D, Scotland
The letter is spot on, very helpful, and as usual your service very prompt
Mr H, Yorkshire
