Latest Tax Efficient Review: Puma Heritage EPS receives 88

We're delighted to announce that in the latest Tax Efficient Review, published this week, Martin Churchill awarded our Puma Heritage Estate Planning Service 88 out of 100.


The review cited consistent returns of at least 3% per annum to investors even throughout the Covid 19 pandemic and the diversification of first charge loans as some of the main factors behind the new score.


If you would like to receive a full copy of the review, register below and a member of our team will send you a copy soon after. 


This communication is a financial promotion issued by Puma Investments in accordance with section 21 of the Financial Services and Markets Act 2000 (“FSMA”). Puma Investments is a trading name of Puma Investments Management Limited which is authorised and regulated by the FCA (FRN 590919). This review is for professional advisers only, and it is not to be relied upon by retail investors. Personal opinions expressed by the author may change and should not be seen as advice or a recommendation. An investor can only apply to subscribe for shares in the Puma Heritage Estate Planning Service through a financial adviser who has assessed that a subscription is suitable for them.  An investment may not be suitable for all investors given the key risks which are summarised as follows: past performance is not a guarantee of future performance; investor capital may be at risk; tax reliefs are not guaranteed; the investment should be viewed as long-term and potentially illiquid; the Financial Ombudsman Service/the Financial Services Compensation Scheme are not available, and investors have no direct right of action against Puma Investments.