Available on demand
Puma Heritage Estate Planning Service update |
Q1 2024
10 minutes
Watch on demand
Join Eliot Kaye, Director at Puma Investments, for the first Puma Heritage Estate Planning Service (EPS) quarterly update.
What's covered:
- How the Puma Heritage EPS has performed in Q1 2024
- A lookback at the property industry in 2023 and what this year may hold for the Service
- Spotlight on one of the sectors that the Service has invested in
- Opportunities for your clients
- Eliot will also be answering questions from advisers about Puma Heritage EPS.
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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.