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Here you'll find everything you need to support client conversations and stay informed, all in one place.
Making it easier to work with us
Inheritance tax solutions
Venture Capital Trusts
Enterprise Investment Scheme
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Discover what we do
Designed to qualify for Business Relief, aiming 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.
We're here to support you
Looking for more support or want to learn more about our tax‑efficient solutions? With more than 30 Business Development Managers across the UK 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.
An investment with Puma Investments carries risks.
1 Qualifying AIM-listed companies and investments will benefit from 50% relief.
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.