Frequently asked questions

The Seneca Growth Capital VCT expects to pay its dividend twice annually

Non-resident investors, or investors who may become non-resident, should seek their own professional advice as to the consequences of making an investment because they may be subject to tax in other jurisdictions

Applications can be made directly by investors by completing the application forms on each product page. Alternatively please speak to your financial adviser about completing an application on your behalf.

 

> Seneca EIS Portfolio Fund

> Seneca AIM EIS Fund

> Seneca Growth Capital VCT

> Seneca Inheritance Tax Service

The minimum investment level for Seneca’s EIS Portfolio Fund is £25,000.

The minimum investment level for Seneca’s AIM EIS product is £20,000.

The minimum investment level for Seneca’s IHT products is £25,000.

The minimum investment level for the Seneca Growth Capital VCT is £3,000.

Charges vary by product. Please refer to individual product documentation or speak to your financial adviser.

 

> Seneca EIS Portfolio Fund

> Seneca AIM EIS Fund

> Seneca Growth Capital VCT

> Seneca Inheritance Tax Service

Seneca will send you your tax certificates for each investment and there are two ways in which tax relief can be claimed: you can write to your HMRC office to ask them to change your tax coding under the PAYE system (this is the system that calculates how much tax you pay each month), so you will receive your income tax relief on a monthly basis through your pay cheques. Alternatively, you can claim income tax relief as part of your annual self-assessment tax return.

For EIS investments your subscription will be held by a third-party custodian. Woodside Corporate Services Limited will act as the custodian of the Service. Woodside Corporate Services Limited (“Woodside”) is a company registered in England and Wales, whose registered office is at 4th Floor, 50 Mark Lane, London, EC3R 7QR and which is authorised and regulated by the Financial Conduct Authority (reference 467652). Woodside will use WCS Nominees Ltd to act as the Nominee, holding shares in the relevant Investee Companies on your behalf.

Withdrawal requests should be made in writing to The Client Relationship Team, Seneca Partners Ltd, 9 The Parks, Haydock, WA12 0JQ.

Yes. Seneca takes ESG and CSR matters seriously. Please see our ESG Policy for more information.

Please click the link to download a copy of our Complaints Policy

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.