About Puma Investments

Offering a range of investment solutions to wealth managers, financial advisers and investors. Our award-winning offers include Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS) and Inheritance Tax Solutions (IHT).

What we do

We offer a broad range of alternative investment solutions to wealth managers, financial advisers and individual investors. Our award-winning solutions include VCTs, EISs and Inheritance Tax solutions.

Puma Investments in numbers

Puma Investments continues to grow; these numbers are correct as of November 2023.

ASSETS UNDER MANAGEMENT

DIFFERENT TAX-EFFICIENT SOLUTIONS

VCT 13 TOP OUT OF 41 GENERALIST VCT PRODUCTS1

AWARDS FOR OUR VCT PRODUCTS

1 MICAP, VCT performance public, period: 4 years as at 8 November 23

Investment solutions

IHT Solutions

We offer investors several options intended to generate a positive investment return while mitigating the impact of inheritance tax.

VIEW OUR IHT SOLUTIONS

Venture Capital Trust (VCT)

We offer several VCTs that invest in scaling British businesses across a broad range of sectors that provide investors with growth opportunities in a tax-efficient wrapper.

VIEW OUR OPEN VCT OFFER

Enterprise Investment Schemes (EISs)

We offer an EIS solution that is designed to allow investors to benefit from Income Tax relief on investments up to £1 million.

VIEW OUR OPEN EIS OFFER

Latest company news

Puma Investments

19/09/2023

Puma VCT 13 launches new £50m fundraise to support scale-up, high potential businesses

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Puma Investments

03/08/2023

10 years on: the impact of AIM shares within ISAs

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Puma Investments

27/07/2023

Puma welcomes venture capital recommendations from latest Treasury Committee report

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Puma Investments

27/06/2023

Does scrapping the LTA make pensions a solution to estate planning challenges?

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Puma Investments

30/05/2023

David Kaye reflects on a record fundraise and deployment of funds for Puma VCT

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Puma Investments

03/05/2023

Puma CEO, David Kaye and Investment Manager, Joseph Cornwall talk on the Advice Show podcast about being bullish on AIM-listed wealth firms

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Puma Investments

01/05/2023

Why we work with scale-ups and not start-ups

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Puma Investments

06/04/2023

Puma VCT 13 hits £50 million fundraising maximum capacity, marking Puma’s largest single VCT fundraise to date

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Puma Investments

01/04/2023

VCT’s evolving client profile: take another look at your client bank

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Puma Investments

13/12/2022

Vote for us in the 2021 Investment Life & Pensions Moneyfacts Awards

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Puma Investments

26/07/2022

New research reveals estate planning needs are changing amidst the rising cost-of-living

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Puma Investments

18/02/2022

Puma Investments fuels ambitious growth plans with five key hires

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Puma Investments

05/11/2021

Puma Investments named ‘Team of the Year’

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Puma Investments

23/06/2021

Puma VCT 13 achieves attractive exit from Pure Cremation

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Puma Investments

08/06/2021

How secured lending can deliver returns through a pandemic

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Puma Investments

04/05/2021

Puma Investments welcomes Dr Stuart Rollason as head of the Puma AIM Inheritance Tax Services

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Puma Investments

03/05/2021

Using an AIM IHT ISA to make ISA wealth IHT-free

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Puma Investments

06/01/2021

What VCTs can offer in today’s environment

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Puma Investments

23/09/2019

Puma Investments Highly Commended for Best Venture Capital Trust Provider

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Puma Investments

27/08/2019

Celebrating five years of the Puma AIM Inheritance Tax Service

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Puma Investments

13/08/2019

Using EIS and VCTs to meet your clients’ needs

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Puma Investments

30/04/2019

Why EIS investing is less alternative than you think

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Puma Investments

16/11/2018

Puma Investments welcomes Andy Burt as Head of Business Development

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Puma Investments

14/09/2018

Why VCTs are rich in opportunity

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