Tax-efficient solutions
from Puma Investments
Backed by fourteen years of experience and a nationwide team across three UK offices, we deliver solutions designed to help you achieve your long-term financial goals.
Investing for your financial future
We offer a range of award-winning investment solutions designed to support your long-term financial goals, including inheritance tax planning and Venture Capital Trusts.
Whether you're thinking about estate planning or wanting to invest in growing UK businesses, we always take a disciplined approach that balances opportunity with careful risk management.
Since 2012, our experienced team has supported investors through changing market conditions with a consistent, long-term approach. This experience shapes how we invest and helps you make clear, informed decisions so you can invest with confidence.
Discover what we do
Our inheritance tax solutions are designed to qualify for Business Relief, aiming to provide 100% IHT relief after two years. Qualifying AIM-listed companies and investments will benefit from 50% relief
Investing in established, growth-focused businesses with proven revenues and experienced management, we aim to help you to access tax-efficient opportunities through publicly listed VCTs
Tax reliefs are not guaranteed, depend on individual circumstances and are subject to change.
Proud to be part of Puma Capital Group
Puma Investments is part of the Puma Capital Group - an investment group specialising in alternative asset management. Together, we focus on delivering long-term, sustainable growth through innovative investment strategies.
Our commitment to culture, performance and people are at the heart of everything we do and we're delighted to be a UK Great Place to Work for a fourth consecutive year.
Puma in numbers
Figures correct as at March 2026.
£1 billion+
of assets under management
£2 billion+
of capital lent by Puma Heritage Limited since inception1
140+ employees
supporting you and Financial Advisers
13,000+
investors
15 VCTs
launched, raising over £460 million
3 office locations
London, Manchester and Edinburgh
Inheritance tax solutions
Open for investment
Puma Heritage
Estate Planning Service
Seek 100% inheritance tax relief after two years2 with investments in Business Relief-qualifying private trading companies
Open for investment
Puma AIM ISA
Inheritance Tax Service
Open for investment
Puma AIM
Inheritance Tax Service
Venture Capital Trusts
Open for investment
Puma VCT 13
Focusing on UK scale-up companies while aiming to provide the full range of VCT tax reliefs2, with over £195 million in assets
Open for investment
Puma AIM VCT
Access to commercially strong companies listed on the Alternative Investment Market
Open for investment
Puma Alpha VCT
Backing UK businesses with strong commercial traction, giving you a route to growth and tax-efficient returns
Take a look at our recent portfolio additions
Catch up on the latest news
Find out more
Please contact your Financial Adviser to discuss our investment solutions in more detail.
Alternatively, our team of over 20 Client Relations and Operations specialists can provide practical guidance and seamless service at every stage of your investment journey.
An investment with Puma Investments carries risks.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors’ capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals’ personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.
1 Puma Heritage Ltd. Figures correct at 30 September 2025.
2 Tax reliefs are not guaranteed, depend on individual circumstances and are subject to change.