Available on demand
Puma AIM Inheritance Tax Service update |
Q2 2024
15 minutes
Watch on demand
Join us for a special edition of our quarterly update as we celebrate 10 years of the Puma AIM IHT Service. In this 15 minute webinar, Joseph Cornwall, Investment Manager at Puma Investments, will be sharing highlights from the Service over the last decade.
What's covered:
- How the Puma AIM portfolio has performed in Q2 2024 and the opportunities for your clients
- What impact a new government may have on the market
- Spotlight on some of the exciting companies within the portfolio
- We’ll also be joined by Paul Higgins from ARC Research & Consultancy, who will be talking about the ARC 3D award and how they analyse portfolios
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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.
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.