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. Key moments 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. Important notice: This content has been prepared purely for information purposes, and should not be construed as an offer, or the solicitation of an offer, to buy or sell any security, product, service or investment. Nor should it be viewed as a substitute for viewers’ own due diligence. The companies or legal entities covered in this content may or may not pay us a fixed fee for this content to be made available. This content contains factually correct information at the time of publication which has been provided to us by our client to which the content relates, who have also confirmed that it has not been misleadingly presented. Investing in early-stage growth companies is speculative and involves a high degree of risk. An investor could lose all or a substantial amount of his or her investment, and the securities, legal entities or alternative investments mentioned in this content may not be suitable or appropriate for all investors. Access to liquidity may be totally or highly restricted. Each investor’s particular needs, investment objectives and financial situation were not taken into account in the preparation of this content. Each investor must make his or her own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein. The fact that Hardman & Co has made available through this content various information constitutes neither a recommendation to enter into a particular transaction nor a representation that any financial instrument is suitable or appropriate for you. Each investor should consider whether an investment strategy of the purchase or sale of any product or security is appropriate for them in the light of their investment needs, objectives and financial circumstances. For more information, please read our full disclaimers: www.hardmanandco.com/research-disclosures www.hardmanandco.com/disclaimer
