Available on demand
Puma AIM Inheritance Tax Service update |
Q3 2025
15 minutes
Watch on demand
Register to hear from our host John Oliver, Business Development Manager, together to with Joseph Cornwall, Investment Manager as they provide a quarterly update on the Puma AIM Inheritance Tax Service. This coincides with the release of the latest quarterly report.
What's covered:
- The economic backdrop and recent events in the area that the Service operates
- The performance of the Service and the opportunities for your clients
- Portfolio updates from the quarter
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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.