Puma AIM IHT Service resources | Advisers

Key resources

Illustration

Create Email

Paper form

Paper application form

Open Email

Key resource

Investment Overview

Open Email

Quarterly report

Q4 2025 report

Open Email

Product document

Client guide

Open Email

Paper form

Application payment instructions form

Open Email

Guides

Puma AIM IHT Service

Key resource

Investment Overview

Open Email

Puma Heritage EPS

Guide

Navigating the new business relief allowance

Open Email

Puma Heritage EPS

Guide

Navigating the residence nil rate band

Open Email

Puma Heritage EPS

Guide

Inheritance tax guide

Open Email

Puma AIM IHT Service

Guide

Puma AIM IHT Service - Client guide

Open Email

Product documents

Puma AIM IHT Service

Product document

Investor Agreement

24 January 2025

Open Email

Puma AIM IHT Service

Product document

Target Market Assessment

22 February 2024

Open Email

Puma AIM IHT Service

Product document

Template Information Letter

31 August 2023

Open Email

Puma AIM IHT Service

Product document

Client guide

31 July 2023

Open Email

Puma AIM IHT Service

Product document

Intermediary Terms

30 June 2023

Open Email

Quarterly reports

Puma AIM IHT Service

Quarterly report

Q1 2026 Report

14 May 2026

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2026 report

01 May 2026

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2025 report

30 January 2026

Open Email

Puma AIM IHT Service

Quarterly report

Q3 Report 2025

29 October 2025

Open Email

Puma AIM IHT Service

Quarterly report

Q2 Report 2025

05 August 2025

Open Email

Puma AIM IHT Service

Quarterly report

Q2 Report 2025

05 August 2025

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2025 report

30 April 2025

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2025 Report

30 April 2025

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2024 report

30 January 2025

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2024 report

08 November 2024

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2024 report

30 July 2024

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2024 report

02 May 2024

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2023 report

22 January 2024

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2023 report

01 October 2023

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2023 report

31 July 2023

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2015 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2016 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2017 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2018 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2019 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2020 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2021 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2022 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q1 2023 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2015 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2016 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2017 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2018 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2019 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2020 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2021 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q2 2022 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2014 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2015 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2016 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2017 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2018 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2019 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2020 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2021 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q3 2022 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2014 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2015 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2016 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2017 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2018 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2019 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2020 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2021 report

01 January 2001

Open Email

Puma AIM IHT Service

Quarterly report

Q4 2022 report

01 January 2001

Open Email

Illustration, application and forms

Puma AIM IHT Service

Paper form

Paper application form

01 August 2025

Open Email

Inheritance tax solutions

Paper form

Application payment instructions form

09 September 2025

Open Email

Puma AIM IHT Service

Paper form

Trust application form

01 August 2025

Open Email

Webinars

Puma AIM Inheritance Tax Service update | Q4 2025

Watch on demand

Puma AIM Inheritance Tax Service update | Q3 2025

Watch on demand

Double down on due diligence | June 2025

Watch on demand

How to plan with money you can't see | May 2025

Watch on demand

Vulnerability, care and advice – where do I start? | May 2025

Watch on demand

Puma AIM Inheritance Tax Service update | Q2 2025

Watch on demand

Puma AIM Inheritance Tax Service update | Q1 2025

Watch on demand

Puma AIM Inheritance Tax Service update | Q4 2024

Watch on demand

Puma AIM Inheritance Tax Service update | Q3 2024

Watch on demand

Puma AIM Inheritance Tax Service update | Q2 2024

Watch on demand

Puma AIM Inheritance Tax Service update | Q3 2023

Watch on demand

Puma AIM Inheritance Tax Service update | Q2 2023

Watch on demand

Videos

Can't find what you're looking for?

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.

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

Find your Business Development Manager More ways to contact us