Welcome to Puma Investments

We invest in relationships to amplify the success of the people, businesses, and projects we support. It’s a considered and human approach designed to enable our investors to prosper.

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Investments we offer

We offer an extensive range of investment solutions. Discover tax-efficient options and strategic portfolios that have been tailored to help you reach your financial goals.

 

 

Venture Capital Trusts

Enterprise Investment Schemes

Inheritance Tax Solutions

Venture Capital Trusts

Venture Capital Trusts (VCTs) are publicly listed companies that invest in growth businesses that meet certain qualifying criteria. The VCTs provided by Puma Investments invest in established businesses looking to scale, that have experienced management teams and proven revenue streams.

LEARN MORE ABOUT VCTs

0%

initial fee before 20 December 2024

OPEN FOR NEW INVESTMENT

Introducing the new Puma AIM VCT

The first AIM VCT in 17 years

Puma AIM VCT targets attractive returns for your clients by investing in established companies traded on the Alternative Investment Market (AIM), offering the full range of VCT tax reliefs. We focus on stable returns from companies with growth potential, avoiding the volatility of start-ups.

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144.14p

NAV + Total Dividends as of 30 June 2024

16.5p

Dividends paid to date

OPEN FOR NEW INVESTMENT

Puma VCT 13

Strong track record

Launched in September 2017, Puma VCT 13 aims to deliver compelling returns through investments in companies that have graduated from start-up to scale-up, while delivering the full range of tax reliefs that come with VCT investing. Puma VCT 13 has assets of over £150 million, has over five years of investment experience, and has invested in 20 companies and made successful exits.

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26%

NAV growth since inception (inc. dividends)

5p

Dividends paid to date

OPEN FOR NEW INVESTMENT

Puma Alpha VCT

Investing in established UK businesses

Puma Alpha VCT is our 14th VCT and aims to deliver compelling returns through investments in companies that have graduated from ‘start-up’ to ‘scale-up’, whilst still delivering the full range of tax reliefs that come with VCT investing.

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Enterprise Investment Schemes

Explore our carefully selected Enterprise Investments Schemes (EIS), tailored to align with growth-oriented investment strategies. With a focus on supporting entrepreneurial ventures across various sectors, our EIS solutions aim to deliver long-term value and contribute to the growth of the UK economy.

LEARN MORE ABOUT EIS

£89m

Raised by our EIS funds

OPEN FOR NEW INVESTMENT

Puma Alpha EIS

Growth-oriented investment

Join our Alpha investment strategy focused on growing UK businesses with strong management teams. Benefit from up to 30% income tax relief, potential tax-free capital gains, and the opportunity to support innovative UK businesses.

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CLOSED FOR NEW INVESTMENT

Puma EIS

Proven investment strategy for UK SMEs

Puma EIS allowed investors to gain access to asset-focused businesses across various sectors. Our proven investment strategy aimed to support the growth of UK SMEs while offering EIS tax reliefs on 100% of funds invested (after deduction of Financial Adviser charges). 

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Inheritance Tax Solutions

Discover our range of Inheritance Tax (IHT) Solutions, which aim to qualify for Business Relief (BR) in order to provide investors with 100% relief from IHT after two years. We offer a number of options that include quoted and unquoted trading companies to support a range of estate planning strategies. Our focus is on delivering long-term growth whilst preserving wealth for future generations.

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0%

capital losses to date

£2bn+

value of funded developments1

OPEN FOR NEW INVESTMENT

Puma Heritage Estate Planning Service

Tax-efficient inheritance planning

The Puma Heritage Estate Planning Service invests in private trading companies, including Puma Heritage Ltd, which have a conservative trading strategy focused on secured lending.

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OPEN FOR NEW INVESTMENT

Puma Heritage Corporate Estate Planning Service

Puma Heritage Corporate Estate Planning Service is an investment solution that aims to provide business owners with full relief from inheritance tax.

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£230m

Total Assets Under Management

£100m

Assets Under Management on platform

OPEN FOR NEW INVESTMENT

Puma AIM Inheritance Tax Service

Long-term growth and IHT relief

The Puma AIM Inheritance Tax (IHT) service seeks to offer investors the potential growth opportunities of a carefully selected portfolio of AIM stocks combined with the benefits of IHT relief.

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Recent transactions

Helpful Resources

We’ve developed a range of resources, including webinars, consumer guides and more. Visit our resource centre to access a wealth of helpful materials.

Guide to Venture Capital Trusts

Puma VCT 13 - Investment Overview

Puma Alpha VCT - Investment Overview

Puma Heritage EPS - Investment Overview

Puma AIM ISA IHT Service - Investment Overview

Resource Centre

News from across the Group

Risk Warning

An investment with Puma Investments carries risks, for more information please see below.

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.