Advisers

We have a selection of investment options and solutions to assist your clients with tax planning.

Why invest with Seneca?

Tax efficient specialists

Supporting outstanding British businesses

Diverse portfolio

Partner network of sector specialists

Solid investment track record

Diversified regional deal flow

Profitable exits

Investor portal and transparency

The stats that matter

£ 0 m
of Seneca Property assets
£ 0 m+
Seneca Property annual rent roll
£ 0 m
of equity funding invested in 100+ SMEs
£ 0 b
debt advisory quantum in Seneca Banking on behalf of 450 SMEs
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advisers across 400+ UK IFA firms
£ 0 m+
of Corporate Finance SME engagements and completed transactions for 80+ SMEs
£ 0 m+
of total debt funding to 500+ SMEs
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unique investors

Our tax advantaged product range

Our range of tax advantaged investments showcase our expertise through a retail product offering and we work with over 420 UK based IFAs and Wealth Management Firms who recommend and invest in these products on behalf of their clients as part of their financial planning.

Client planning scenarios

Below are some indicative examples of how investors may benefit from each of Seneca’s tax advantaged investment products.

Anthony would like to increase the value of his legacy for his children and grandchildren.

George wants to invest his spare income to help with his retirement intended for around age 60.

Sarah has £50,000 of spare cash from a recent bonus and has already made the full pension and ISA contributions for the 21/22 tax year.

How can my clients invest?

We recommend to individual clients that they seek independent financial advice before investing. Please make sure that you and your client have fully read and understood the Information Memorandum or Prospectus and Terms and Conditions applicable to each investment product. Information regarding the Custodian’s Terms of Business and the Advisers and Registrar to the VCT can be found on individual product pages. To make an investment into any of Seneca’s products please complete and return the appropriate Application Form available on each product page. Alternatively, please speak to our Client Relations team for more information.

Understand the Risks

The investments we offer are high risk in nature. The risks relevant to each investment will be disclosed within the applicable documentation contained within this website. Before making an investment, we recommend that you seek advice from a financial adviser with experience of this type of investment.

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Important notice

The products and services shown on this website place capital at risk. Investors may receive less in returns than they have invested. Investments may not allow for capital to be withdrawn on demand. If an investment provides tax relief then this relief is subject to change and is dependant on personal circumstances. Any reference to past performance or forecasted performance is not a reliable indicator of future performance.

Seneca Partners recommends that any investor seeks specialised financial and/or tax advice before investing. Seneca Partners does not provide advice and the information on this website, including but not limited to news, should not be construed as such.

Please confirm that you understand this warning and wish to proceed.