Available on demand
Under the bonnet of Puma Heritage Estate Planning Service |
June 2023
45 minutes
Watch on demand
Our latest quarterly report shows that the Puma Heritage EPS has continued to consistently deliver in excess of our target return of 3% pa, with 0% capital losses to date. While the last three years have shown that unexpected headwinds can appear rapidly in certain segments of the economy, we consider that Puma Heritage’s diversified loan book across different sectors, as well as regions across the UK, has positioned us well against this increased uncertainty.
Join Eliot Kaye, Director and Nadia Halila, Senior Business Development Manager, who will take you ‘under the bonnet’ of the Service – giving you an overview of the size, strength and track record of the Puma Heritage Estate Planning Service and how it could help support more of your clients with their IHT planning.
What's covered:
- Why the Service has consistently delivered above its target return, particularly during turbulent times
- How and why we can provide liquidity to our investors
- Our strict approach to lending – how we have lent over £1.2 billion, sustaining 0% capital losses
- The institutional credentials of our lending team
- A general market update
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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.