Available on demand
Puma Heritage Estate Planning Service update |
Q1 2026
10 minutes
Watch on demand
Register to join our Puma Heritage Estate Planning Service (EPS) Q1 quarterly update, where Eliot Kaye, Director at Puma Investments, will share a short commentary on the Service following the first quarter of 2026.
In this 15 minute session, Eliot will reflect on the current macro and market backdrop and explain how Puma Heritage EPS continues to operate through periods of uncertainty, with a focus on disciplined underwriting, senior secured lending and capital protection.
The webinar is designed to provide advisers with a clear, practical update to support conversations with clients who are either invested in the Service, or you would like to deepen your understanding of how it operates in practice.
What's covered:
- How Puma Heritage EPS is positioned amid current geopolitical uncertainty
- The resilience of the existing loan book, including performance through past market cycles
- How potential volatility in construction costs, interest rates and valuations are managed through disciplined underwriting
- Recent loan activity and current outlook
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.