Puma VCTs - Autumn launch 2024

<h2>Webinar summary</h2>
<h4>45 minutes | 30 minutes of unstructured CPD accreditation</h4>
<p>Secure your spot at the Puma VCT Autumn launch webinar, where we will be sharing more about our new £50 million fundraise for Puma VCT 13, together with the launch of our new AIM VCT.</p>
<p>Our host Andrew Burt, Head of Business Development, will be joined by:&nbsp;</p>
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<td style="width: 49.5513%; align: center; border-width: 0px; padding: 10px; vertical-align: top;"><img style="text-align: center; display: block; margin-left: auto; margin-right: auto; align-items: center;" src="https://media.umbraco.io/puma/hbwcqe4h/rupert-west.png?mode=max&amp;anchor=&amp;width=128&amp;height=128" alt="Rupert West" width="140" height="140"></td>
<td style="width: 49.5513%; text-align: center; border-width: 0px; padding: 10px; vertical-align: top;"><img style="text-align: center; display: block; margin-left: auto; margin-right: auto; align-items: center;" src="https://media.umbraco.io/puma/zf4nxcza/stuart-rollason-round-cb.jpg?mode=max&amp;anchor=&amp;width=141&amp;height=141" alt="Stuart Rollason" width="140" height="140"></td>
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<td style="width: 49.5513%; text-align: center; border-width: 0px; padding: 10px; vertical-align: top; font-size: 16px;"><strong>Rupert West </strong><br><strong>Managing Director</strong> <br>Puma Growth Partners</td>
<td style="width: 49.5513%; text-align: center; border-width: 0px; padding: 10px; vertical-align: top; font-size: 16px;"><strong>Dr Stuart Rollason </strong><br><strong>Investment Director</strong> <br>Puma Public Markets</td>
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<td style="width: 49.5513%; border-width: 0px; padding: 10px; vertical-align: top; text-align: center; font-size: 16px;">Rupert West goes ‘under the bonnet’ of Puma VCT 13, to help you find out all you need to know about the newly reopened VCT and how it differentiates from other offers.</td>
<td style="width: 49.5513%; border-width: 0px; padding: 10px; vertical-align: top; text-align: center; font-size: 16px;">Dr Stuart Rollason will give you insight into our new AIM VCT – the first new AIM VCT in 17 years. This is our 15th VCT and will be managed by the same experienced team behind the successful Puma AIM IHT Service.</td>
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<p>&nbsp;</p>
<p><strong>Plus, meet our portfolio companies:</strong></p>
<ul>
<li><strong>Joseph Twigg</strong>, CEO of Aveni, our newest portfolio, which delivers market-leading generative AI solutions for the UK financial services industry.</li>
<li><strong>Virraj Jatania</strong>, Co-founder and CEO of Pockit, the digital banking alternative for unbanked and underserved consumers.</li>
<li><strong>Ben Jeffries</strong>, CEO and Co-founder of Influencer, a leading social media influencer agency.</li>
</ul>

On demand: Keeping it in the family: Securing brilliant intergenerational financial outcomes

Keeping it in the family: Securing brilliant intergenerational financial outcomes

Managing Director, Technical Connection

Tony Wickenden

Tax and Trusts Specialist, Technical Connection

Marcia Banner

Head of Strategic Partnerships, Puma Investments

Karen Sullivan

<h2>Webinar summary</h2>
<p>For most clients with families, taking a truly intergenerational approach to their financial plan will yield optimum outcomes. And the resulting depth and longevity of the relationship will stand the adviser’s business in good stead in the future.</p>
<p>In this webinar, Karen Sullivan, Head of Strategic Partnerships at Puma Investments, will be joined by Tony Wickenden and Marica Banner, two tax specialists from Technical Connection. Together they will be looking in-depth at the main intergenerational wealth creation, decumulation and transfer challenges and opportunities within today’s (and tomorrow’s) economic and legislative setting.</p>
<p>They will cover:</p>
<ul>
<li>The current and potential taxation context for developing intergenerational success</li>
<li>The important role of trusts</li>
<li>Trust-based strategies that work</li>
<li>Comparing business relief and trusts-based solutions and identifying the key role of both</li>
<li>Understanding and using the Trust Registration Service as an opportunity to effectively engage with clients and professional connections</li>
</ul>

On demand: Tax and financial planning opportunities following the Chancellor’s Growth Plan

Tax and financial planning opportunities following the Chancellor’s Growth Plan

Director, Technical Connection

Claire Trott

<h4>Introduction from Claire Trott, Director at Technical Connection</h4>
<p> </p>
<div class="mceNonEditable embeditem" data-embed-url="https://player.vimeo.com/video/756848018?h=3f268fba17" data-embed-height="461" data-embed-width="800" data-embed-constrain="true"><iframe src="https://player.vimeo.com/video/756848018?app_id=122963" width="512" height="288" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen="" title="Claire Trott - Tax and financial planning opportunities following the Chancellor’s Growth Plan"></iframe></div>
<p> </p>
<h4>Introduction from Tony Wickenden, Managing Director at Technical Connection</h4>
<p> </p>
<div class="mceNonEditable embeditem" data-embed-url="https://player.vimeo.com/video/754271430?h=eeda544062" data-embed-height="461" data-embed-width="800" data-embed-constrain="false"><iframe src="https://player.vimeo.com/video/754271430?app_id=122963" width="512" height="288" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen="" title="Tony Wickenden - tax and financial planning opportunities following the Chancellor’s Growth Plan"></iframe></div>

<h2>Webinar summary</h2>
<p><span>Karen Sullivan, Head of Strategic Partnerships at Puma Investments, is joined by our guest speakers from tax specialists Technical Connection, Tony Wickenden and Claire Trott.</span></p>
<p><span>Together we’ll be looking at the momentous changes that were announced at the Chancellor’s Growth Statement. We’ll be unpicking the changes to understand what they mean and most importantly looking at the potential implications on financial planning strategy.</span></p>
<p><span>There’s more to these changes than meets the eye, so make sure you tune in. Hear from Claire and Tony below. </span></p>

On demand: Puma VCT 13 showcase

Puma VCT 13 showcase

Investment Director, Puma Private Equity

Harriet Rosethorn

<h2>Webinar summary</h2>
<p><span>Do you have clients who are looking for more diversified investments? Do they want tax-efficiency but not to sacrifice performance? Then join us on Tuesday 21 February at 10am, when you can find out more about Puma VCT 13. It remains the best-performing generalist VCT on the market on a three-year basis, as highlighted by MICAP.<sup>1</sup>  </span></p>
<p><span>You’ll have the opportunity to learn about: </span></p>
<ul>
<li><span>the underlying investments and their performance </span></li>
<li><span>what differentiates us from others in the market </span></li>
<li><span>plus our Investment Director, Harriet Rosethorn, will give her views and thoughts on the investment landscape in the coming months and spotlight some of the scale-up businesses that we’ve invested in.  </span></li>
</ul>
<p><span>Attending this webinar will qualify for 30 minutes of unstructured CPD accreditation.</span></p>
<p> </p>
<p><span><sup>1</sup> MICAP, VCT performance public, period: 3 years (accessed 11 January 2023) </span></p>

On demand: The changing landscape of taxation and the changing face of VCT investors

The changing landscape of taxation and the changing face of VCT investors

Head of Internal Business Development, Puma Investments

Jack Salisbury

<h4>Hear what Tony will be talking about.</h4>
<p> </p>
<div class="mceNonEditable embeditem" data-embed-url="https://vimeo.com/801911967" data-embed-height="288" data-embed-width="600" data-embed-constrain="true"><iframe src="https://player.vimeo.com/video/801911967?app_id=122963" width="512" height="288" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen="" title="Tony Wickenden on...The changing landscape of taxation and the changing face of VCT investors"></iframe></div>

<h2>Webinar summary</h2>
<div><span>With many tax allowances, exemptions and thresholds, frozen until 5 April 2028, how will your investor clients fare over the coming months and years? </span></div>
<p><span>Join our webinar featuring special guest Tony Wickenden from Technical Connection, and Jack Salisbury, Head of Internal Business Development at Puma Investments, when they’ll explore the changing landscape of taxation and how we believe this is changing the typical VCT investor.</span></p>
<p><span><strong>What we’ll be covering </strong></span></p>
<p><span>• How the taxation landscape has changed, and the impact it could/should have on tax-efficient investment decision making. </span><br /><span>• A summary of the main taxation changes to income tax, capital gains tax and IHT and the impact these have on the size of the market for financial advice. </span><br /><span>• The investor types affected, and the opportunities this presents to you. </span><br /><span>• Live Q&amp;A </span></p>
<p> </p>
<p><span>Attending this webinar will qualify for 1 hour of structured CPD accreditation. </span></p>

On demand: Under the bonnet of the Puma Heritage Estate Planning Service

Under the bonnet of the Puma Heritage Estate Planning Service

<h2>Webinar summary</h2>
<p><span>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.</span></p>
<p><span>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.</span></p>
<p><span><strong>Find out…</strong></span></p>
<ul>
<li><span>Why the Service has consistently delivered above its target return, particularly during turbulent times </span></li>
<li><span>How and why we can provide liquidity to our investors </span></li>
<li><span>Our strict approach to lending – how we have lent over £1.2 billion, sustaining 0% capital losses </span></li>
<li><span>The institutional credentials of our lending team</span></li>
<li><span>A general market update</span></li>
</ul>

On demand: Tony Wickenden on…How to free your clients (and their families) from the IHT net

Tony Wickenden on…How to free your clients (and their families) from the IHT net

<h2>Webinar summary</h2>
<p><strong>CPD: 30 minutes of structured CPD</strong></p>
<p>Tony Wickenden, a tax specialist from Technical Connection, joins Karen Sullivan, Head of Strategic Partnerships at Puma Investments to discuss what steps to take to tackle IHT. Together they will explore how taking an intergenerational approach can secure brilliant outcomes for both your clients and their families.  </p>
<p>They will deep dive into the main intergenerational wealth creation, decumulation and transfer challenges and opportunities within the current tax context, whilst considering what the future might hold.</p>
<p>In addition, they will cover:</p>
<ul>
<li>An overview of Business Relief and why it should always be discussed in IHT planning</li>
<li>Comparing Business Relief and trust-based solutions, identifying the key role of both </li>
<li>The importance of multi-generational relationships and the means of communicating with and serving these different generations</li>
</ul>

Puma AIM quarterly update: Resilient growth in the AIM market - 27 Jul 23

Investment Manager, Puma Public Markets

Jo Cornwall

<h2>Webinar summary</h2>
<p><strong>Wednesday 27 July 2023</strong></p>
<p><strong>2:00 pm - 2:45 pm</strong></p>
<p>We’re proud to present our new series of webinars with the Puma Public Markets team. Each quarter the current performance of the Alternative Investment Market (AIM) and the prevailing outlook will be discussed.</p>
<p>In the first webinar, Joseph Cornwall, Investment Manager and Karen Sullivan, Head of Strategic Partnerships will focus specifically on the growth drivers in the current climate and why AIM is still popular for UK and international smaller companies.</p>
<p>Many AIM companies continue to grow their revenue and profits, despite prevailing market sentiment causing share price falls. As a result, a number of shares are at depressed valuations and attracting M&amp;A interest.<span> </span>In this webinar, they will cover:</p>
<ul>
<li>Their experience in managing AIM portfolios through challenging economic and market conditions</li>
<li>Details of various companies in the Puma AIM IHT Portfolio</li>
<li>How to utilise AIM investments for IHT planning</li>
</ul>
<p>Please note that this webinar is for investment professionals only.</p>

Under the bonnet of Puma VCT 13

Product Manager, Puma Investments

George Clelland

CEO and Co-Founder, Influencer

Caspar Lee

Ben Jeffries

CEO and Founder, MUSO

Andy Chatterley

<h2>Webinar summary</h2>
<p>Join our 45 minute webinar as we go behind the scenes of Puma VCT 13 to show you how it has evolved to become the best-performing generalist VCT on a four-year basis as at July 2023, according to MICAP.<sup>1</sup></p>
<p><strong>5 year performance</strong></p>
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<h6><strong>Year</strong></h6>
</td>
<td style="width: 12.619%; height: 19px; background-color: #ffffff;">
<h6><strong>2018</strong></h6>
</td>
<td style="width: 11.2088%; height: 19px; background-color: #ffffff;">
<h6><strong>2019</strong></h6>
</td>
<td style="width: 10.696%; height: 19px; background-color: #ffffff;">
<h6><strong>2020</strong></h6>
</td>
<td style="width: 10.4395%; height: 19px; background-color: #ffffff;">
<h6><strong>2021</strong></h6>
</td>
<td style="width: 10.1831%; height: 19px; background-color: #ffffff;">
<h6><strong>2022</strong></h6>
</td>
<td style="width: 10.8242%; height: 19px; background-color: #ffffff;">
<h6><strong>2023</strong></h6>
</td>
</tr>
<tr style="height: 18px;">
<td style="width: 19.0293%; height: 18px; background-color: #ffffff;">
<h6>NAV and dividend<sup>2</sup></h6>
</td>
<td style="width: 12.619%; height: 18px; background-color: #ffffff;">
<h6>97.00p</h6>
</td>
<td style="width: 11.2088%; height: 18px; background-color: #ffffff;">
<h6>89.38p</h6>
</td>
<td style="width: 10.696%; height: 18px; background-color: #ffffff;">
<h6>100.33p</h6>
</td>
<td style="width: 10.4395%; height: 18px; background-color: #ffffff;">
<h6>125.77p</h6>
</td>
<td style="width: 10.1831%; height: 18px; background-color: #ffffff;">
<h6>154.53p</h6>
</td>
<td style="width: 10.8242%; height: 18px; background-color: #ffffff;">
<h6>149.99p</h6>
</td>
</tr>
</tbody>
</table>
<p> </p>
<p>Our host Meg Dickens, Marketing Director at Puma Investments, will be talking with Rupert West and the team behind the VCT to find out the secrets to its success and their views on the investment landscape in the coming months. </p>
<p>You’ll also hear from CEOs of our portfolio companies who will be sharing recent developments in their companies and the active support they have received from Puma during their growth journeys:  </p>
<ul>
<li>Ben Jeffries and Caspar Lee, CEOs at Influencer will discuss how they differentiate themselves in a crowded market to build up an impressive client list including Google, Amazon, Levi’s, Starbucks and SharkNinja. </li>
<li>Andy Chatterley, CEO at MUSO will share how Puma has helped establish MUSO’s marketing function and build-out of its sales teams, focussing on overseas expansion. </li>
</ul>
<h3><strong>Join us to learn about: </strong></h3>
<ul>
<li>What the VCT 13 investment team looks for in the portfolio companies they invest in</li>
<li>How the team actively support portfolio companies</li>
<li>Spotlight some of the scale-up businesses that we’ve invested in</li>
<li>Why VCT 13 is performing well </li>
<li>An outlook of the economic environment </li>
<li>Q&amp;A answering frequently asked questions from advisers </li>
</ul>

Puma AIM quarterly update: The small-cap effect – a sleeping giant?

Senior Strategic  Partnerships Manager, Puma Investments

Jenny Hunt

<h2>Webinar summary</h2>
<p>8 or 9 November | 10am</p>
<p><strong>30 minutes</strong></p>
<p>Over the last two years, larger listed companies have substantially outperformed smaller companies, yet historical studies show that small caps have generated higher compound returns than their larger counterparts over the very long run. Are current trends another cyclical downturn or a structural shift against this phenomenon and is there more that small caps can offer your clients than you first thought? </p>
<p>Join Joseph Cornwall, Investment Manager at Puma Investments, who will discuss this and more in the latest quarterly update. You’ll learn:</p>
<ul>
<li>About the prevailing trends in UK equities, small caps and their impact on AIM</li>
<li>How the Puma AIM portfolio has performed in Q3</li>
<li>Why lower valuations in the asset class offers opportunities for investors</li>
</ul>
<p>Please note that this webinar is for investment professionals only.</p>

An introduction to Venture Capital Trusts

<h2>Webinar summary</h2>
<p>23 or 24 November | 10am</p>
<p><strong>40 minutes (30 minutes structured CPD)</strong></p>
<p>The last couple of years have placed a lot of uncertainty on investor portfolios and whilst some investors are holding cash because of this, others are opting to look elsewhere.</p>
<p>In the 2022/23 tax year, £1.078 billion was raised by tax-efficient vehicles<sup>1</sup>, indicating more investors are turning to alternative investments to provide tax relief shelter, as well as gain access to private markets.</p>
<p>VCTs make up a proportion of the funds raised and offer an attractive solution for those seeking to complement tax planning and retirement strategies, with the additional benefit of offering impressive growth potential on a medium timescale.</p>
<p><strong>So, why should you be considering VCTs for your clients?</strong></p>
<p>We will be joined by special guests Dan Atkinson, Head of Technical, Paradigm Norton and Kim Bendall, Founder of Go Paraplanning – together they will share their experiences of how they have successfully used Venture Capital Trusts as a tax-efficient solution for their clients.</p>
<p>During our 45-minute CPD qualifying webinar you’ll gain an understanding of:</p>
<ul>
<li>How VCTs work, the tax reliefs and the benefits of investing in VCTs</li>
<li>Who they are suitable for, and how the profile of VCT investors has evolved</li>
<li>Overcoming client barriers and compliance concerns that currently exist within advisory firms due to the high-risk nature of VCT investments</li>
<li>How to advise clients and select VCTs in a structured and safe way</li>
</ul>
<p><strong>Please note that this webinar is for investment professionals only.</strong></p>
<h2>Speakers</h2>
<p> </p>
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<td style="width: 50%; height: 249px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://media.umbraco.io/puma/hjtbjbon/dan-atkinson.png?width=217&amp;height=217" alt="Dan Atkinson" width="217" height="217"></td>
<td style="width: 50%; height: 249px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;"><img src="https://media.umbraco.io/puma/hn0mkjlp/kim-bendall.png?width=217&amp;height=217&amp;mode=max" alt="Kim Bendall" width="217" height="217"></td>
</tr>
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<td style="width: 50%; height: 18px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;">
<h6><strong>Dan Atkinson</strong></h6>
</td>
<td style="width: 50%; height: 18px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;">
<h6><strong>Kim Bendall</strong></h6>
</td>
</tr>
<tr style="height: 54px;">
<td style="width: 50%; height: 54px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;">
<h6>Head of Technical</h6>
<h6>Paradigm Norton</h6>
</td>
<td style="width: 50%; height: 54px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;">
<h6>Founder</h6>
<h6>Go Paraplanning</h6>
</td>
</tr>
<tr style="height: 18px;">
<td style="width: 50%; height: 18px; background-color: #ffffff; border-color: #ffffff; border-style: none;"><a rel="noopener" href="https://www.linkedin.com/in/danatkinsonuk/" target="_blank"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://media.umbraco.io/puma/yxzpfx45/linkdin-black.png?width=32&amp;height=32" alt="LinkedIn icon" width="32" height="32"></a></td>
<td style="width: 50%; height: 18px; background-color: #ffffff; border-color: #ffffff; border-style: none;"><a rel="noopener" href="https://www.linkedin.com/in/kimbendall/" target="_blank"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://media.umbraco.io/puma/yxzpfx45/linkdin-black.png?width=32&amp;height=32" alt="LinkedIn icon" width="32" height="32"></a></td>
</tr>
</tbody>
</table>
<p> </p>
<table border="0" cellspacing="10" cellpadding="10" style="height: 339px; width: 100%; border-collapse: collapse; border-style: hidden; background-color: #ffffff; border-color: #ffffff;">
<tbody>
<tr style="height: 249px; border-style: solid; border-color: #ffffff;">
<td style="width: 50%; height: 249px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://media.umbraco.io/puma/boxhiy4l/karen-cirlce.png?width=217&amp;height=217&amp;mode=max" alt="Karen Sullivan" width="217" height="217"></td>
<td style="width: 50%; height: 249px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;"><img src="https://media.umbraco.io/puma/5tifknd2/jenny-hunt.jpg?width=217&amp;height=217&amp;mode=max" alt="Jenny Hunt" width="217" height="217"></td>
</tr>
<tr style="height: 18px;">
<td style="width: 50%; height: 18px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;">
<h6><strong>Karen Sullivan</strong></h6>
</td>
<td style="width: 50%; height: 18px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;">
<h6><strong>Jenny Hunt</strong></h6>
</td>
</tr>
<tr style="height: 54px;">
<td style="width: 50%; height: 54px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;">
<h6>Head of Strategic Partnerships</h6>
<h6>Puma Investments</h6>
</td>
<td style="width: 50%; height: 54px; background-color: #ffffff; border-color: #ffffff; border-style: hidden; text-align: center; vertical-align: middle;">
<h6>Senior Strategic Partnerships Manager</h6>
<h6>Puma Investments</h6>
</td>
</tr>
<tr style="height: 18px;">
<td style="width: 50%; height: 18px; background-color: #ffffff; border-color: #ffffff; border-style: none;"><a rel="noopener" href="https://www.linkedin.com/in/karen-sullivan-81758712/" target="_blank"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://media.umbraco.io/puma/yxzpfx45/linkdin-black.png?width=32&amp;height=32" alt="LinkedIn icon" width="32" height="32"></a></td>
<td style="width: 50%; height: 18px; background-color: #ffffff; border-color: #ffffff; border-style: none;"><a rel="noopener" href="https://www.linkedin.com/in/jenny-hunt/" target="_blank"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://media.umbraco.io/puma/yxzpfx45/linkdin-black.png?width=32&amp;height=32" alt="LinkedIn icon" width="32" height="32"></a></td>
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Puma AIM quarterly update: In from the cold

<h4><strong>Watch on demand</strong></h4>
<h4><strong>20 minutes</strong></h4>
<p><span>With economists forecasting interest rate cuts later in 2024 and growth in real incomes for UK households as we go through the year, market and business sentiment is beginning to improve.</span></p>
<p><span>Although geopolitics continues to represent a risk, takeover activity on the AIM market increased in Q4, facilitated by a more stable financing environment and low valuations of companies. Takeover premiums demonstrate the value available on AIM after two years of negative returns for the index.</span></p>
<p><span>Join Joseph Cornwall, Investment Manager at Puma Investments, who will discuss this and more in the latest quarterly update.</span></p>
<p><strong><span>You’ll learn about:</span></strong></p>
<ul>
<li><span>The economic green shoots which offer brighter prospects for small-cap investors</span></li>
<li><span>Additions to the portfolio as takeover proceeds have been recycled</span></li>
<li><span>How the Puma AIM portfolio has performed in Q4</span></li>
<li><span>The benefits of investing in the Puma AIM portfolio through an ISA</span></li>
</ul>

Puma AIM quarterly update: Q1 2024

<h4><strong>Watch now</strong></h4>
<h4><strong>15 minutes</strong></h4>
<p> </p>
<p id="isPasted">Join Joseph Cornwall, Investment Manager at Puma Investments, for this short AIM update, in which he’ll discuss:</p>
<ul>
<li>Additions and updates to the Puma AIM portfolio</li>
<li>How the Puma AIM portfolio has performed in Q1 2024</li>
<li>Spotlight on some of the exciting companies within the portfolio</li>
<li>Opportunities for your clients</li>
</ul>
<p> </p>
<p>In addition, he’ll be answering questions from advisers about the portfolio and AIM.</p>

On Demand: Puma Heritage EPS quarterly update: Q1 2024

Puma Heritage EPS quarterly update: Q1 2024

<h4><strong>Watch now</strong></h4>
<h4><strong>15 minutes</strong></h4>
<p id="isPasted">Join Eliot Kaye, Director at Puma Investments, for the first Puma Heritage Estate Planning Service (EPS) quarterly update. In this short webinar, he’ll discuss:</p>
<ul>
<li>How the Puma Heritage EPS has performed in Q1 2024</li>
<li>A lookback at the property industry in 2023 and what this year may hold for the Service</li>
<li>Spotlight on one of the sectors that the Service has invested in</li>
<li>Opportunities for your clients</li>
</ul>
<p>&nbsp;</p>
<p>In addition, he’ll be answering questions from advisers about Puma Heritage EPS.</p>

VCT annual performance update 2024

<h4><strong>Watch on demand</strong></h4>
<h4><strong>10 minutes</strong></h4>
<p id="isPasted">Hear from Rupert West, Managing Director of our investment business, Puma Private Equity, as he talks through the performance of our VCTs – both VCT 13 and Alpha VCT – following the recent release of the 2024 reports and accounts.</p>
<p>In this short 10-minute webinar he’ll discuss:</p>
<ul>
<li>The key themes coming out of the annual report and accounts</li>
<li>The NAV movements over the period</li>
<li>Updates from some of the portfolio companies</li>
<li>Examples of companies that we have recently invested into</li>
</ul>
<p>&nbsp;</p>
<h2>Speakers</h2>
<table border="0" cellspacing="10" cellpadding="10" style="height: 200px; width: 100%; border-collapse: collapse; border-style: none; border-color: #ffffff; margin-left: auto; margin-right: auto;">
<tbody>
<tr style="height: 204px; text-align: center;">
<td style="width: 50%; height: 204px; border-style: none; vertical-align: middle; text-align: left;"><img src="https://media.umbraco.io/puma/ofoeynfa/rupert-west.png?width=200&amp;height=200&amp;mode=max" alt="Rupert West" width="200" height="200"></td>
<td style="width: 50%; height: 204px; border-style: none; vertical-align: middle; text-align: left;"><img src="https://media.umbraco.io/puma/lv3kvnox/lewis-kilminster-png.png?width=200&amp;height=200&amp;mode=max" alt="Lewis Kilminster" width="200" height="200"></td>
</tr>
<tr style="height: 10px;">
<td style="height: 10px; border-style: none; text-align: left;">
<h3>Rupert West</h3>
</td>
<td style="height: 10px; border-style: none; text-align: left;">
<h3>Lewis Kilminster</h3>
</td>
</tr>
<tr style="height: 18px;">
<td style="height: 18px; border-style: none; text-align: left;"><strong>Managing Director</strong></td>
<td style="height: 18px; border-style: none; text-align: left;"><strong>Senior Business Development Manager</strong></td>
</tr>
<tr style="height: 18px;">
<td style="height: 18px; border-style: none; text-align: left;">Puma Private Equity</td>
<td style="height: 18px; border-style: none; text-align: left;">Puma Investments</td>
</tr>
</tbody>
</table>

On Demand: Business Relief quarterly update - Q2 2024

Business Relief quarterly update - Q2 2024

<h2>Webinar summary</h2>
<h4 id="isPasted"><strong>30 minutes</strong></h4>
<p>&nbsp;</p>
<p id="isPasted">Join us for a special edition of our quarterly update as we celebrate 10 years of the Puma AIM IHT Service. Joseph Cornwall, Investment Manager at Puma Investments, will be sharing highlights from the Puma AIM IHT Service over the last decade. &nbsp;In addition, we’ll be joined by Paul Higgins from ARC Research &amp; Consultancy, who will be talking about the ARC 3D award and how they analyse portfolios.</p>
<p>Eliot Kaye, Director at Puma Investments, will provide an update on Puma Heritage EPS and dive into the performance of the Service in Q2.</p>
<p>During the 30-minute webinar, they’ll discuss:</p>
<ul>
<li>What impact a new Labour government could have</li>
<li>Additions and updates to the portfolios</li>
<li>Spotlight on the sectors and companies that the Services have invested in</li>
</ul>
<p>Please note that this webinar is for investment professionals only.</p>
<p>&nbsp;</p>

Puma AIM IHT Service quarterly updates - Q2 2024

<h2>Webinar summary</h2>
<h4>Thursday 1 August at 10.00 am</h4>
<h4>Friday 2 August at 10.00 am</h4>
<h4 id="isPasted"><strong>15 minutes</strong></h4>
<p> </p>
<p id="isPasted">Join us for a special edition of our quarterly update as we celebrate 10 years of the Puma AIM IHT Service. In this 10-minute webinar, Joseph Cornwall, Investment Manager at Puma Investments, will be sharing highlights from the Service over the last decade, as well as discussing:</p>
<ul>
<li>How the Puma AIM portfolio has performed in Q2 2024 and the opportunities for your clients </li>
<li>What impact a new government may have on the market</li>
<li>Spotlight on some of the exciting companies within the portfolio</li>
</ul>
<p>In addition, we’ll be joined by Paul Higgins from ARC Research &amp; Consultancy, who will be talking about the ARC 3D award and how they analyse portfolios. </p>
<p>Please note that this webinar is for investment professionals only.</p>

On Demand: Puma Heritage EPS quarterly updates - 2024

Puma Heritage EPS quarterly updates - Q2 2024

<h2>Webinar summary</h2>
<h4 id="isPasted"><strong>15 minutes</strong></h4>
<p>&nbsp;</p>
<p id="isPasted">Join Eliot Kaye, Director at Puma Investments, for this short Puma Heritage EPS quarterly update. In which he’ll discuss:</p>
<ul>
<li>How the Puma Heritage Estate Planning Service has performed in Q2 2024 and the opportunities for your clients</li>
<li>Spotlight on the sectors and loans that the Service has invested in</li>
<li>What impact a new government may have</li>
</ul>
<p>Please note that this webinar is for investment professionals only.</p>

Closing the gaps - IHT and Estate Planning

<h2>Webinar summary</h2>
<h3>On demand - 1 hour</h3>
<p>Watch our webinar in which we explore the imminent Great Wealth Transfer and the five critical gaps that could hinder the seamless transfer of £5.5 trillion in assets to the next generation.&nbsp;</p>
<p>Our recent research with Financial Advisers and Investors has highlighted a number of IHT and Estate Planning gaps that potentially stand in the way of individuals being able to pass their wealth down to the next generation without leaving their beneficiaries with a very significant inheritance tax bill. &nbsp;</p>
<p>Irrespective of any legislative changes the new Labour Government may seek to introduce, IHT remains a pressing financial planning issue that won’t disappear anytime soon. &nbsp;</p>
<p><strong>So, what can providers and advisers do now to close these gaps and ensure the best client (and business) outcomes more of the time?</strong>&nbsp;</p>
<p>Hosted by Eliot Kaye, Director of Puma Investments featuring special guest speakers&nbsp;</p>
<ul>
<li>Tony Wickenden, Managing Director, Technical Connection&nbsp;</li>
<li>Phil Wickenden, Founder and Research Lead, Ad Lucem&nbsp;</li>
<li>Sophie Haslehurst, Chartered Financial Planner, Integrity365&nbsp;</li>
<li>Andy Burt, Head of Business Development, Puma Investments.&nbsp;</li>
</ul>

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