We offer a wide range of tax-efficient investments with a proven track record of delivering on our objectives. We are proud to be part of a wider financial services group with a 30 track record of excellence, a strong balance sheet and over 110 experienced staff across 5 offices.
Since the launch of the first Puma fund in 1996, we have been driven by two guiding investment principles:
Supporting Business Growth
We never forget that it’s the investors’ money with which we have been entrusted. It is these principles which have resulted in Puma VCT V plc achieving a return of 106.3p per share, the highest of any limited life VCT.
In response to demand from our investors, we are hard at work on broadening our range of investment opportunities.
Investor's capital may be at risk and past performance is no guarantee of future results.
Since 2005, we have raised more than £225m on our tax-efficient investments and have made over £76m in distributions to our shareholders.
We are proud of our customer-service ethos and are committed to building long-standing relationships with our advisors.
Details of our products and services can be found below.
Puma VCTs build on their market-leading track record and adopt the same, proven asset-backed investment strategy.
Puma EIS aims to provide investors with downside protection in a carefully managed portfolio.
Puma Heritage's core focus is on secured lending. Its primary objectives are to preserve capital and mitigate risk.
A discretionary portfolio service that seeks to mitigate IHT by investing in a carefully selected portfolio of shares.