The views and opinions expressed herein are those of the authors and do not necessarily reflect the views of LGBR and its affiliates or employees. The information set forth herein has been obtained or derived from sources believed by the authors to be reliable. LGBR does not make any representation or warranty, express or implied, as to the information's accuracy or completeness, nor does the author recommend that the attached information serve as the basis of any investment decision and it has been provided to you solely for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such.

Manager: Seneca Partners

14 Aug 2017

Seneca EIS Update Call – Conference Call

Join us for a conference call with Seneca Partners’, Ian Battersby on the 14th September at 11.30am for an update on Seneca’s EIS propositions. Agenda: Update on Seneca’s asset backed offering, currently focussed on Managed Storage. This will include an update on deployment and the progress of Fund 1, a look at fundraising, deal flow, […]

Join us for a conference call with Seneca Partners’, Ian Battersby on the 14th September at 11.30am for an update on Seneca’s EIS propositions.

Agenda:
  • Update on Seneca’s asset backed offering, currently focussed on Managed Storage. This will include an update on deployment and the progress of Fund 1, a look at fundraising, deal flow, timings and deployment for Fund 2 and Fund 3.
  • An update on Seneca’s growth offering, the portfolio service as well the soon to launch approved fund. As well as an update on performance and the existing portfolio this will include an overview of the current SME landscape in the NW and the funding opportunities available for Seneca’s portfolio service and the approved fund.

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926

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14 Aug 2017

Seneca IHT Preference Share – Conference Call

Join us for a conference call with Seneca Partners’ Ian Battersby on the 14th September at 10.30am, who will be discussing Seneca’s newly launched income paying IHT product, Seneca Preference. Key highlights: Two income paying options; Seneca Legacy (3.0% p.a.) and Seneca Quest (5.25% p.a.) Dividend income paid quarterly Capital preservation focussed Initial tranche of […]

Join us for a conference call with Seneca Partners’ Ian Battersby on the 14th September at 10.30am, who will be discussing Seneca’s newly launched income paying IHT product, Seneca Preference.

Key highlights:
  • Two income paying options; Seneca Legacy (3.0% p.a.) and Seneca Quest (5.25% p.a.)
  • Dividend income paid quarterly
  • Capital preservation focussed
  • Initial tranche of £15m
  • Trade focussed on asset backed lending and property bridging finance

For more information on Seneca’s IHT products or to register for an event please reply to this email or call 020 7071 3926

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8 Aug 2017

EIS Seminar with Seneca Partners – Newcastle

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source: HMRC EIS and SEIS Commentary April 2017.

Read More
8 Aug 2017

EIS Seminar with Seneca Partners – Leeds

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source: HMRC EIS and SEIS Commentary April 2017.

Read More
8 Aug 2017

EIS Seminar with Seneca Partners – Cheshire

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source: HMRC EIS and SEIS Commentary April 2017.

Read More
8 Aug 2017

EIS Seminar with Seneca Partners – Manchester

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source: HMRC EIS and SEIS Commentary April 2017.

Read More
8 Aug 2017

EIS Seminar with Seneca Partners – Guildford

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source: HMRC EIS and SEIS Commentary April 2017.

Read More
8 Aug 2017

EIS Seminar with Seneca Partners – London, The City 01/11/2017

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source: HMRC EIS and SEIS Commentary April 2017.

Read More
8 Aug 2017

EIS Seminar with Seneca Partners – Nottingham

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source: HMRC EIS and SEIS Commentary April 2017.

Read More
8 Aug 2017

EIS Seminar with Seneca Partners – Leicester

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners. The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and […]

I would like to invite you to an EIS Masterclass, LGBR is hosting in your area in conjunction with Seneca Partners.

The popularity of EIS among advisers continues to grow, with HMRC’s latest figures recording +£1.6bn raised via EIS for +3,200 companies in the 2015/16 tax year.* However, navigating recent changes to EIS rules and the growing number of investment managers & strategies can be complex.

The seminar will act as a refresher on the evolution of both EIS rules and products, will provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda

  • The changed EIS landscape – the evolution of EIS
  • The future of EIS – potential implications of the Patient Capital Review
  • The importance of EIS – for regional SME funding
  • The various EIS structures and how they differ
  • The EIS risk/return landscape – growth vs. asset backed
  • How to identify investment opportunities
  • Working with professional connections
  • Who are Seneca Partners

For more information on Seneca’s EIS products or to register for an event please reply to this email or call 020 7071 3926.

* Source: HMRC EIS and SEIS Commentary April 2017.

Read More
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