Puma Investments
- Home /
- Strategic Partners /
- Puma Investments
About Puma Investments
For more than a decade, Puma Investments has helped advisers and their clients access tax-efficient investment solutions, including estate planning and Business Relief strategies.
Today, Puma manages over £1 billion on behalf of more than 13,000 investors and institutions and employs over 140 people across our four offices.
As part of the Puma Capital Group, which has its roots in the Shore Capital Group, Puma combines specialist investment expertise with practical adviser support.
Alongside managing retail investments, Puma also manages institutional mandates and works with a wide range of professional investors across the UK.
Speak to our Team
Whether you're researching Business Relief solutions for the first time, reviewing existing provider relationships, or looking for support with a live case, our team can help. You can contact us via:
- Your local BDM - here.
- Contact the Strategic Partnerships team via email - [email protected]
- Or call us - our telephone lines are open Monday - Friday, 8am - 6pm - 020 7096 8451
Our Products
The Puma Heritage Estate Planning Service (EPS) is a discretionary portfolio service that aims to provide 100% IHT relief after two years by investing in companies that qualify for Business Relief (BR).
The Service invests in private UK trading companies, such as Puma Heritage Ltd, with over £2 billion capital lent by Puma Heritage Ltd alone. With a focus on providing senior secured loans backed by real estate, loan sizes typically range from £10 million to £100 million, supporting a disciplined approach to risk and consistent returns.
Tax reliefs are not guaranteed, depend on individual circumstances and are subject to change.
Click here to find out more about Puma Heritage EPS.
We also offer a Corporate Business Relief solution for companies with substantial cash holdings. Please contact the Strategic Partnerships team for more information.
Puma AIM IHT Service
Launched in 2014, our award-winning Puma AIM IHT Service is a discretionary portfolio service that seeks to mitigate Inheritance Tax by investing in a carefully selected portfolio of Alternative Investment Market (AIM) quoted shares. Its mandate is to achieve long-term, defensive growth whilst mitigating Inheritance Tax through the use of Business Relief, which should take effect after just two years from the acquisition of qualifying AIM stocks. The service can be accessed via leading wrap platforms such as Fundsnetwork, M&G Wealth, Abrdn, Nucleus and Transact.
It is also available via an ISA so that investors can retain the benefits of an ISA wrapper whilst also qualifying for Business Relief.
Tax reliefs are not guaranteed, depend on individual circumstances and may be subject to change.
Puma VCT 13
Focused on backing promising UK scale-up businesses, Puma VCT 13 seeks to deliver long-term growth through investments in companies with the potential to scale significantly while progressing towards profitability.
The portfolio comprises more than 25 qualifying companies and over £195 million in assets, giving investors access to a broad range of growth-stage businesses across the UK.
Click here for further information.
Puma Alpha VCT
Puma Alpha VCT invests in established, high-growth UK businesses that have moved beyond the start-up phase and demonstrated meaningful commercial traction. By focusing on later-stage growth companies, the strategy seeks to capture scale-up potential while reducing some of the risks associated with earlier-stage investing.
Click here to find out more.
Puma AIM VCT
Puma AIM VCT focuses on investing in established, growth-focused businesses listed on the Alternative Investment Market (AIM) and Aquis Stock Exchange (AQSE). Managed by the experienced Puma AIM IHT Service investment team and listed on the London Stock Exchange, the fund provides exposure to a diversified portfolio of publicly quoted.
Click here to find out more about Puma AIM VCT.
Resources
Whether you're supporting a client discussion, carrying out due diligence, or looking to deepen your understanding of our solutions, you can access a range of practical tools and support materials via our Visit the resource library. There will be:
- Client Case Studies – real-life examples and planning scenarios
- Technical Guides & Reports – in-depth analysis and industry updates
- CPD-Qualifying Webinars – on-demand learning and technical insight
- Adviser Portal – access applications, valuations and account information
- Product Literature – brochures, factsheets and key documents
- Illustration Tools – create personalised client illustrations
Earn CPD
We have a range of resources available to help you earn CPD, visit our resources on the Paradigm CPD academy.
THIS SITE IS FOR PROFESSIONAL INTERMEDIARY USE ONLY AND NOT FOR USE BY THE GENERAL PUBLIC.
Paradigm Consulting is a Member of the Association of Professional Compliance Consultants and also the Consumer Duty Alliance.
Useful Links
Paradigm Consulting is a trading name of Paradigm Partners Ltd
Office address: Paradigm Partners Ltd, Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND
Paradigm Partners Ltd is registered in England and Wales. No.09902499. Registered Office: As above