For Financial Advisers

Puma Investments

Resource library

Webinars

Watch our upcoming and on‑demand webinars designed to inform and educate you on a wide range of financial planning, taxation and investment topics. Some of our webinars also offer the opportunity to undertake continuing professional development (CPD).

Eligible for CPD

Puma VCTs

30 minutes

Puma VCTs shareholder webinar | June 2026

Watch on demand

Eligible for CPD

Puma Heritage EPS

30 minutes

From rule changes to real‑world planning: the new IHT landscape | June 2026

Watch on demand

Puma Heritage EPS

10 minutes

Puma Heritage Estate Planning Service update | Q1 2026

Watch on demand

Eligible for CPD

Puma Heritage EPS

30 minutes

Upcoming IHT rule changes: What advisers need to know | February 2026

Watch on demand

Puma AIM Services

25 minutes

Puma AIM VCT meet the manager | February 2026

Watch on demand

Puma AIM IHT Service

10 minutes

Puma AIM Inheritance Tax Service update | Q4 2025

Watch on demand

Puma Heritage EPS

10 minutes

Puma Heritage Estate Planning Service update | Q4 2025

Watch on demand

Eligible for CPD

Puma VCTs

40 minutes

Puma VCTs shareholder webinar | December 2025

Watch on demand

Puma Heritage EPS

10 minutes

Puma Heritage Estate Planning Service update | Q3 2025

Watch on demand

Puma AIM IHT Service

15 minutes

Puma AIM Inheritance Tax Service update | Q3 2025

Watch on demand

Puma AIM Services

10 minutes

Puma AIM Inheritance Tax Service update | Q2 2025

Watch on demand

Puma Heritage EPS

10 minutes

Puma Heritage Estate Planning Service update | Q2 2025

Watch on demand

Puma VCTs

40 minutes

Puma VCTs shareholder webinar | July 2025

Watch on demand

Eligible for CPD

Puma Heritage EPS

30 minutes

Double down on due diligence | June 2025

Watch on demand

Eligible for CPD

Puma Heritage EPS

30 minutes

Suitability and business relief; balancing great outcomes with robust planning | June 2025

Watch on demand

Eligible for CPD

Puma Heritage EPS

30 minutes

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

Watch on demand

Eligible for CPD

Puma Heritage EPS

30 minutes

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

Watch on demand

Puma AIM Services

10 minutes

Puma AIM Inheritance Tax Service update | Q4 2024

Watch on demand

Puma Heritage EPS

10 minutes

Puma Heritage Estate Planning Service update | Q4 2024

Watch on demand

Puma VCTs

30 minutes

Puma AIM VCT meet the manager | February 2025

Watch on demand

Puma VCTs

40 minutes

Under the bonnet of Puma VCT 13 | January 2026

Watch on demand

Puma AIM Services

10 minutes

Puma AIM Inheritance Tax Service update | Q1 2025

Watch on demand

Eligible for CPD

Puma VCTs

40 minutes

Under the bonnet of the Puma VCTs | January 2025

Watch on demand

Puma Heritage EPS

10 minutes

Puma Heritage Estate Planning Service update | Q1 2025

Watch on demand

Puma VCTs

15 minutes

Puma VCTs shareholder webinar | November 2024

Watch on demand

Eligible for CPD

Puma VCTs

40 minutes

An introduction to Venture Capital Trusts | November 2024

Watch on demand

Puma Heritage EPS

10 minutes

Puma Heritage Estate Planning Service update | Q3 2024

Watch on demand

Puma AIM Services

10 minutes

Puma AIM Inheritance Tax Service update | Q3 2024

Watch on demand

Puma AIM Services

20 minutes

Business Relief update | Q3 2024

Watch on demand

Puma Heritage EPS

1 hour

Closing the gaps - IHT and Estate Planning | September 2024

Watch on demand

Puma Heritage EPS

15 minutes

Puma Heritage Estate Planning Service update | Q2 2024

Watch on demand

Puma AIM Services

15 minutes

Puma AIM Inheritance Tax Service update | Q2 2024

Watch on demand

Puma Heritage EPS

20 minutes

Business Relief update | Q2 2024

Watch on demand

Puma VCTs

10 minutes

VCT annual performance update | July 2024

Watch on demand

Puma Heritage EPS

10 minutes

Puma Heritage Estate Planning Service update | Q1 2024

Watch on demand

Puma AIM Services

30 minutes

Puma AIM Inheritance Tax Service update | Q3 2023

Watch on demand

Eligible for CPD

Puma VCTs

45 minutes

Under the bonnet of Puma VCT 13 | October 2023

Watch on demand

Eligible for CPD

Puma AIM Services

45 minutes

Puma AIM Inheritance Tax Service update | Q2 2023

Watch on demand

Eligible for CPD

Puma VCTs

30 minutes

Puma VCT 13 showcase | February 2023

Watch on demand

Puma Heritage EPS

45 minutes

Under the bonnet of Puma Heritage Estate Planning Service | June 2023

Watch on demand

More resources

In our resource library, you'll find everything you need to support your client conversations and stay informed, all in one place.