Opportunities
Puma Heritage EPS
Puma Heritage Estate Planning Service (the "Service") is an investment solution that aims to provide individual investors with 100% relief from inheritance tax after two years.
3.32%Total shareholder return for growth shares in the 12 months to 31 March 2021
£728mLoans participated in to date
Puma AIM ISA IHT Service
Launched in 2014, our award-winning Puma AIM IHT Service is a discretionary portfolio service that seeks to mitigate Inheritance Tax by investing in a carefully selected portfolio of Alternative Investment Market (AIM) listed shares.
Puma Alpha EIS
The Puma Alpha EIS seeks to support the growth of UK SMEs by backing exceptional management teams.
£80+mInvested under the Enterprise Investment Scheme
Puma AIM IHT Service
Launched in 2014, our award-winning Puma AIM IHT Service is a discretionary portfolio service that seeks to mitigate Inheritance Tax by investing in a carefully selected portfolio of Alternative Investment Market (AIM) listed shares.
£20kMinimum subscription
2 yearsIntended IHT relief