Analyst Brian Moretta discusses the Seneca IHT Service from Seneca Partners Limited with Larissa Adams and this video shines a spotlight on this fund.
In this short interview, Dr Brian Moretta, Head of Tax Advantaged Research at Hardman & Co, meets with Larissa Adams to discuss the Seneca IHT Service. The conversation looks at the investment strategy behind the service, examining its secured lending approach, focus on capital preservation alongside consistent returns and the role these play in delivering a Business Relief solution for inheritance tax planning. Brian explains the thinking behind the approach and highlights the factors investors should consider when evaluating this type of investment.
Watch the full interview to hear Brian’s insights into the Seneca IHT Service and what distinguishes its approach within the Business Relief market.
Read the latest research BR Review: The Seneca IHT Service and read more about Seneca Partners Limited.
00:14 What is the Seneca IHT Service investment strategy? Introduces the secured lending approach, target returns and focus on capital preservation.
01:21 Who is the fund manager? Explains Seneca’s experience, specialist lending teams and investment oversight.
02:35 How does the service qualify for Business Relief? Covers one of the most important questions for prospective investors.
03:12 How does the product manage liquidity? Explains redemptions, cash management and how investors can access their capital.
03:59 How has the Seneca IHT Service performed? Summarises the consistency of returns and resilience of the lending strategy.
