Tax-efficient solutions
from Puma Investments
Helping you and your clients prosper
Discover what we do
Designed to qualify for Business Relief, our solutions aim to provide up to 100% IHT relief after two years1. We support estate planning through quoted and unquoted trading company investments
Investing in established, growth-focused businesses with proven revenues and experienced management, we aim to help investors access tax-efficient opportunities through publicly listed VCTs
Tax reliefs are not guaranteed, depend on individual circumstances and are subject to change.
Proud to be part of Puma Capital Group
Puma Investments is part of the Puma Capital Group - an investment group specialising in alternative asset management. Together, we focus on delivering long-term, sustainable growth through innovative investment strategies.
Our commitment to culture, performance and people are at the heart of everything we do and we're delighted to be a UK Great Place to Work for a fourth consecutive year.
Puma in numbers
Figures correct as at March 2026
£1 billion+
of assets under management
£2 billion+
of capital lent by Puma Heritage Limited since inception2
140+ employees
supporting investors and Financial Advisers
13,000+
investors
15 VCTs
launched, raising over £460 million
3 office locations
London, Manchester and Edinburgh
Inheritance tax solutions
Open for investment
Puma Heritage
Estate Planning Service
Seeking 100% IHT relief3 after two years with investments in Business Relief-qualifying private trading companies
Open for investment
Puma Heritage Corporate Estate Planning Service
A corporate investment solution that aims to provide business owners with 100% relief from IHT3
Open for investment
Puma AIM
Inheritance Tax Service
Venture Capital Trusts
Open for investment
Puma VCT 13
Focusing on UK scale-up companies while aiming to provide the full range of VCT tax reliefs3, with over £195 million in assets
Open for investment
Puma AIM VCT
Access to commercially strong companies listed on the AIM
Open for investment
Puma Alpha VCT
Backing UK businesses with strong commercial traction, giving investors a route to growth and tax-efficient returns
Your new resource library is here
We’re committed to making it easier for you to work with us. Our new resource library offers instant access to essential literature, videos, webinars, reports and more.
It's everything you need to support your client conversations and stay informed, all in one place.
Take a look at our recent portfolio additions
Catch up on the latest news
We're here to support you
An investment with Puma Investments carries risks.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors’ capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals’ personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.
1 Qualifying AIM-listed companies and investments will benefit from 50% relief.
2 Puma Heritage Ltd. Figures correct at 30 September 2025.
3 Tax reliefs are not guaranteed, depend on individual circumstances and are subject to change.