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Puma Investments named as finalist for four Investment Week Tax Efficiency Awards

Puma Investments is delighted to announce that we have been listed as finalists across four categories of Investment Week’s Tax Efficiency Awards 2018/19.

We are proud to be shortlisted for: ‘Best AIM IHT Portfolio Service’, ‘Best IHT Portfolio Service’ and ‘Tax-efficient Group of the Year’, as well as ‘Best New Entrant’ for our unique Multi-Strategy Estate Planning Service.

These prestigious awards are designed to recognise the most successful and forward-thinking providers in the areas of Venture Capital Trusts, Enterprise Investment Schemes and Business Property Relief.

Speaking on their decision-making process, the team at Investment Week said: “Alongside performance criteria, the awards will acknowledge the degree to which each provider helped promote a greater understanding of the sector and its benefits with investors and, crucially, advisers.”

Commenting on the award nominations, David Kaye, Puma Investments’ CEO said:

“We are very pleased to be finalists for Investment Week’s Tax Efficiency Awards. Having been awarded ‘Tax-efficient Group of the Year’ last year, we are proud that Puma Investments continues to be recognised for our strong performance and our commitment to providing the best possible investment solutions for our clients.”

The awards will be judged by a respected panel of advisers and sector watchers, with the awards ceremony taking place on 30 November.