Available on demand
Puma AIM Inheritance Tax Service update |
Q4 2024
10 minutes
Watch on demand
Join Joseph Cornwall, Investment Manager at Puma Investments, for this AIM Q4 update to coincide with the latest quarterly performance report.
What's covered:
- How the AIM market has responded following the Autumn Budget including the impact of the National Insurance increase
- An update on how the Puma AIM IHT portfolio has performed in Q4 2024 and the opportunities for your clients
- A look at the new portfolio companies added to the portfolio recently
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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.