No fees for investing into Seneca’s IHT Services

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No fees for investing into Seneca’s IHT Services

If you invest in either Seneca Vintage or Seneca Preference before 28/02/19, Seneca will waive its initial fee and pay the dealing fees for purchasing shares.

100% Investment
This means that 100% of your subscription* will be used to buy shares that should qualify for 100% relief from Inheritance Tax after only two years

Growth or Income
Seneca Vintage aims to deliver growth of 4% p.a.
Seneca Preference aims to pay a quarterly income of up to 5.25% p.a.
Both are focussed on capital preservation

If you are an investor, please speak to your financial adviser for further information. If you are a financial adviser, please contact our Client Relationship Team on 01942 271746. This is a high risk investment that is not suitable for everyone. Target returns are not guaranteed and your capital is at risk.

Seneca Partners Ltd is authorised and regulated by the Financial Conduct Authority. Seneca Partners Ltd, 12 The Parks, Haydock, WA12 0JQ.

* After payment of any advice fees you ask us to facilitate on your behalf. After purchasing shares, there may be a small cash balance (due to the amount of your Subscription not making it possible to buy a whole number of shares at the prevailing share price).

Important information

This information is of a general nature and does not constitute an offer to provide services.

The opinions and conclusions given here are those of Seneca Partners and are subject to change without notice.

The value of investments and/or any income arising from them may fluctuate.

Past performance is not necessarily a guide to future performance.

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 Investments may not allow for capital to be withdrawn on demand.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.