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IHT Relief with Income

IHT Relief with Income

Seneca Preference

A discretionary service with a central objective of capital preservation paying a target income of up to 5.25% p.a.*, paid quarterly by preference share dividend. We anticipate that the shares an investor purchases should qualify for Business Relief after only 2 years and therefore qualify for 100% relief from Inheritance Tax if still held at the time of their death.

Funds will be used to provide fully secured Asset Based and Property lending. By offering two income options which can be “blended”, the service caters for a range of investors with different risk appetites.

Investors can give 3 months notice for the return of capital, subject to certain conditions.

The minimum initial investment is £50,000.

* Target returns are not guaranteed and you may get back less than you invest.

The investments we offer are high risk in nature and therefore not suitable for everyone; please see our Target Market.

For further information about the risks involved and details about this service, please refer to the Information Memorandum

If you are an individual wishing to invest in your own name, please download the Individual Application Form.

If you are a Representative under a Power of Attorney, please download the Representative Application Form

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If you would like to speak to us about our investment products, please contact us and a member of the team will be pleased to help you.
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