Tax Advantaged Investments
We have recently started working with Seneca Partners, who specialise in tax advantaged investments, through retail product offering, as part of financial planning.
Their tax advantaged product range includes:
EIS Portfolio Services – a discretionary service that allows you to benefit from the expertise of their Investment Team, who will create a bespoke portfolio from what they believe to be the best investment opportunities available.
Inheritance Tax Services – an asset backed investment for investors looking to pass on their wealth without inheritance tax.
Growth Capital VCT – a generalist VCT aiming to generate returns from a diverse portfolio of both private and AIM quoted growth capital investments.
Seneca is a generalist investor and takes pride in having a diverse portfolio encompassing both private and AIM quoted UK companies in a variety of market sectors. They see hundreds of investment opportunities each year and pursue only those with a proven product or service, huge potential and a strong leadership team to drive the business forward. They invest where they know they can provide essential capital and the support required to unlock growth and create value.
As a company, Seneca has evolved and there are very clearly defined specialisms within the wider Seneca family covering debt funding and debt advisory, equity funding, corporate finance and advisory, property management and a suite of dedicated retail styled products in the ‘tax advantaged’ arena which are used by wealth managers and IFAs from across the UK on behalf of their clients.
Business Opportunities
SME Clients
Debt Funding
Equity Funding
Lead Advisory
Property Investors
Property Investment
Investment Opportunities
Retail Investors
Tax Advantaged Investments
Private Investors
Growth and/or income
If you think their services would be of benefit to you or your organisation, please visit their website https://senecapartners.co.uk/