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.
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).