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.

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Puma VCT 13

149.55p

NAV + Total Dividends as of 30 June 2023

16.5p

Dividends paid to date

OPEN FOR NEW INVESTMENT

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 more than £100 million, has invested in 18 companies and made successful exits.

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Puma Alpha VCT

26%

NAV growth since inception (inc. dividends)

5p

Dividends paid to date

OPEN FOR NEW INVESTMENT

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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Puma VCT 12

106.79p

Net Asset Value at period end (including dividends paid)

CLOSED FOR NEW INVESTMENT

Proven investment strategy 

Puma VCT 12 adopted our proven investment strategy by primarily investing in established businesses in the form of ordinary equity offered together with senior-secured loans. In the latest Reports and Accounts, the Company announced its successful exit from Pure Cremation, realising a 2.1x return on total funds invested. 

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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.

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Puma Alpha EIS

£89m

Raised by our EIS funds

OPEN FOR NEW INVESTMENT

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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Puma EIS

CLOSED FOR NEW INVESTMENT

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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Puma Heritage Estate Planning Service

0%

Capital losses to date

88/100

Tax Efficient Review

December 2023

 

OPEN FOR NEW INVESTMENT

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.

We also provide a solution to our corporate clients, learn more here.

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Puma AIM Inheritance Tax Service

£201.3m

Portfolio assets under management

93%

Companies in the portfolio have a market cap above £100m

OPEN FOR NEW INVESTMENT

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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Puma AIM ISA Inheritance Tax Service

£201.3m

Portfolio assets under management 

93%

Companies in the portfolio with a market cap above £100m

OPEN FOR NEW INVESTMENT

Tax-efficient growth with IHT relief, in an ISA

The Puma AIM ISA Inheritance Tax (IHT) service seeks to offer investors the potential growth opportunities of a carefully selected portfolio of AIM stocks combined in a tax-efficient ISA wrapper with the additional benefits of IHT relief gained from utilising Business Relief.

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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.