For Financial Advisers

Puma Investments

Available on demand

Puma Heritage Estate Planning Service update |

Q2 2024

Duration:

15 minutes

Watch on demand

Join Eliot Kaye, Director at Puma Investments, for this short Puma Heritage EPS quarterly update.

What's covered:

  • How the Puma Heritage Estate Planning Service has performed in Q2 2024 and the opportunities for your clients
  • Spotlight on the sectors and loans that the Service has invested in
  • What impact a new government may have

Register now

Once you submit this form, we will email you everything you need to join the webinar. We hope you enjoy it.

Meet the speakers

Eliot Kaye

Director

Puma Investments

LinkedIn

Lewis Kilminster

Associate Area Sales Director

Puma Investments

LinkedIn

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.