Available on demand
Puma AIM Inheritance Tax Service update |
Q2 2023
45 minutes
Watch on demand
We’re proud to present our new series of webinars with the Puma Public Markets team. Each quarter the current performance of the Alternative Investment Market (AIM) and the prevailing outlook will be discussed.
In the first webinar, Joseph Cornwall, Investment Manager and Karen Sullivan, Head of Strategic Partnerships will focus specifically on the growth drivers in the current climate and why AIM is still popular for UK and international smaller companies.
Many AIM companies continue to grow their revenue and profits, despite prevailing market sentiment causing share price falls. As a result, a number of shares are at depressed valuations and attracting M&A interest.
What's covered:
- Their experience in managing AIM portfolios through challenging economic and market conditions
- Details of various companies in the Puma AIM IHT Portfolio
- How to utilise AIM investments for IHT planning
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This webinar is for investment professionals only.
The webinar is being hosted to facilitate discussion, it is not intended to provide professional guidance or offer personal recommendations. Opinions expressed by the speakers do not necessarily represent the opinions of Puma Investments.
Continuing professional development
Continuing professional development (CPD) is an essential requirement for all financial advisers. The FCA states that all advisers must complete a minimum of 35 hours of relevant CPD each year with at least 21 hours being structured learning. Structured learning activities can include seminars, lectures, conferences, workshops or courses and completing appropriate e-learning.
Risk factors
An investment with Puma Investments carries risks.
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.