For Financial Advisers

Puma Investments
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Puma Heritage Limited

share price

The table below shows the share price of Puma Heritage Limited as at the close of business on the date shown.

More about Puma Heritage Estate Planning Service

Help your clients protect more of their estate from inheritance tax (IHT). The Service aims to provide 100% IHT relief after two years1 by investing in companies that qualify for Business Relief.

Find out moreVisit the Puma Heritage EPS resource library

We're here to help

With more than 30 Business Development Managers and over 20 Client Relations and Operations specialists, we're here to give you practical guidance and seamless service at every stage of the investment journey.

Use our search tool to find your local manager and get personalised support.

Find your Business Development ManagerMore ways to contact us

Further information

For all performance data: Puma Heritage Ltd. Figures correct at 14 July 2026 and may be subject to rounding errors. 

1 Tax reliefs are not guaranteed, depend on individuals’ personal circumstances, minimum holding periods and may be subject to change. 

 

Risk factors

An investment in the Service carries risk and may not be suitable for all investors. Investors can only invest in the Service through a financial adviser who has assessed that an investment in the Service is suitable. Below are the key risks:

 

General: Past performance is no indication of future results and share prices and their values can go down as well as up.

 

Tax reliefs are not guaranteed: Tax reliefs depend on individuals’ personal circumstances and minimum holding periods, and may be subject to change.

 

You may lose money: An investment in smaller companies is likely to be higher risk than other investments. Investors’ capital may be at risk and investors may get back less than their original investment.

 

Long-term investment: An investment in the Service should be considered a long-term investment.

 

Potentially illiquid investment: Private trading company shares are illiquid. They are characterised by significant spreads and low trading volumes. It may prove difficult for investors to realise immediately or in full proceeds from the sale of such shares.

 

Life protection: Life protection for the Puma Heritage Estate Planning Service is subject to certain conditions, if these conditions are not met in full then Puma Investments will not be paid out and so no payment will be made to beneficiaries.

 

Figures on this page are taken from Puma Investments and are correct as of 14 July 2026 unless stated otherwise.