Puma AIM ISA IHT Service resources | Advisers

Key resources

Illustration

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Paper form

Paper application form

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Key resource

Investment Overview

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Quarterly report

Q4 2025 report

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Guide

Client guide

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Paper form

Application payment instructions form

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Guides

Puma Heritage EPS

Guide

Navigating the new business relief allowance

13 May 2026

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Puma Heritage EPS

Guide

Navigating the residence nil rate band

13 May 2026

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Puma Heritage EPS

Guide

Inheritance tax guide

15 September 2025

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Puma AIM ISA IHT Service

Guide

Client guide

31 July 2023

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Product documents

Puma AIM ISA IHT Service

Key resource

Investment Overview

11 March 2025

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Puma AIM ISA IHT Service

Product document

Template Information Letter

31 August 2023

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Puma AIM ISA IHT Service

Product document

Target Market Assessment

31 August 2023

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Quarterly reports

Puma AIM ISA IHT Service

Quarterly report

Q4 2024 report

03 February 2025

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Puma AIM ISA IHT Service

Quarterly report

Q3 2024 report

08 November 2024

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Puma AIM ISA IHT Service

Quarterly report

Q2 2024 report

30 July 2024

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Puma AIM ISA IHT Service

Quarterly report

Q1 2024 report

02 May 2024

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Puma AIM ISA IHT Service

Quarterly report

Q3 2023 report

10 November 2023

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Puma AIM IHT Service

Quarterly report

Q3 2023 report

01 October 2023

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Puma AIM ISA IHT Service

Quarterly report

Q2 2023 report

31 July 2023

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Puma AIM ISA IHT Service

Quarterly report

Q1 2023 report

01 January 2001

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Illustration, application and forms

Inheritance tax solutions

Paper form

Application payment instructions form

09 September 2025

Open Email

Puma AIM ISA IHT Service

Paper form

Paper application form

26 March 2025

Open Email

Webinars

Puma AIM Inheritance Tax Service update | Q4 2025

Watch on demand

Puma AIM Inheritance Tax Service update | Q3 2025

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Double down on due diligence | June 2025

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

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

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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

Case studies

Puma AIM ISA IHT Service

Case study

Clients looking to protect their UK small-cap exposure from IHT on a platform

18 December 2024

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Puma AIM ISA IHT Service

Case study

Additional Permitted Subscription with an AIM ISA

02 December 2024

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Puma AIM ISA IHT Service

Case study

Clients who want an IHT free ISA

01 June 2023

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Videos

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