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+ year track record of excellence, a strong balance sheet and over 160 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.
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 £310m on our tax-efficient investments and have made c.£100m 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.
A discretionary portfolio service that seeks to mitigate IHT by investing in a carefully selected portfolio of shares.
PUMA ALPHA EIS
Seeks to support the growth of UK SMEs, and deliver returns with the full range of EIS tax reliefs
Puma Heritage's core focus is on secured lending. Its primary objectives are to preserve capital and mitigate risk.
A discretionary portfolio service providing access to a range of strategies that intend to qualify for Business Relief, with the option of two year life protection
Puma VCTs build on their market-leading track record and adopt the same, proven investment strategy.