Puma Investments named as Finalists at Investment Week Tax Efficiency Awards 2017/18


Puma Investments is delighted to be named as a finalist in three separate categories at this year’s 'Investment Week Tax Efficiency Awards 2017/18'.

The awards are designed to recognise the most successful and forward-thinking providers in the tax efficient investment space. Alongside performance criteria, the awards will acknowledge the degree to which providers help promote a greater understanding of the sector and its benefits with financial advisers and investors.


The three categories in which Puma Investments has been named a finalist are:

Tax Efficient Group of the Year;

Best AIM IHT Portfolio Service for the Puma AIM IHT Service; and

Best IHT Portfolio Service for Puma Heritage plc


Speaking after the finalists were announced, David Kaye, Puma Investments’ CEO said:

“We are thrilled to be finalists again at this year’s Tax Efficiency Awards, and very proud that Puma’s expertise and talented teams have been recognised by the industry. 

It is also an honour to be named as a finalist for the ‘Tax Efficient Group of the Year’ award, which is a reflection of the team’s continued hard work and dedication to delivering our clients the best possible investment solutions.”  


The awards will be judged by a respected panel of advisers and sector watches, and the winners will be announced on Friday 1 December 2017.