Seneca Preference can now facilitate annual advice fees

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Seneca Preference can now facilitate annual advice fees

Following the recent launch of Seneca Preference, Seneca Partners are pleased to announce that the Service can now facilitate ongoing advice fees of up to 0.5% p.a.

Seneca Preference is an income paying discretionary investment service with the potential for 100% relief from Inheritance Tax after only two years. Investors can choose an income level of up to 5.25% p.a.* depending upon their appetite for risk. Income is paid quarterly by preference share dividend.

Monies invested will be used by the trading companies to provide secured commercial asset based lending and property bridging facilities in a range of different sectors. These include:

  • Primary Healthcare
  • Industrial Parks and Business Centres
  • Assisted Living
  • Energy Generation (STOR)
  • Traditional Commercial Property
  • Asset Based Lending
  • Trade Financing

There is an initial tranche of £15 million available on a first come, first served basis with shares being allotted at the beginning of October 2017.

The Information Memorandum is available for download here.

If you have any queries or would like to discuss this opportunity further, please contact either Ian Battersby or Peter Steele on 01942 271746, ian.battersby@senecapartners.co.uk or peter.steele@senecapartners.co.uk.

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 Investments may not allow for capital to be withdrawn on demand.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