For investors

Puma Investments

Closed for investment

Puma EIS

Supporting UK SME growth through a proven asset-focused approach that aims to deliver tax relief and access to companies with strong growth potential.

Tax-efficient investment supporting the growth of UK SMEs

Puma EIS aims to support the expansion of UK SMEs while aiming to provide the full range of EIS tax reliefs on 100% of the capital invested.

Our approach focuses on finding quality operating businesses with clear plans, experienced management teams and tangible asset backing. By combining disciplined investment selection with hands-on support, Puma EIS aims to deliver appropriate risk-adjusted returns, while contributing to the wider UK economy.

Read the Investment OverviewMore resources

What are the tax benefits of Puma EIS?

Tax reliefs are not guaranteed, depend on individuals’ personal circumstances, a three-year minimum holding period, and may be subject to change.

Income tax

relief

 

Claim up to 30% income tax relief on the amount invested, up to £1 million a year or £2 million for Knowledge Intensive Companies

Capital Gains Tax

exemption

 

No Capital Gains Tax due on profits from any EIS shares that have been held for at least three years

Capital Gains Tax

deferral

 

Defer Capital Gains Tax by reinvesting gains into EIS‑qualifying shares

Loss

relief

 

Offset any losses against income tax or Capital Gains Tax, helping reduce the overall downside risk of investing in early‑stage companies

Inheritance tax

exemption

 

EIS shares can qualify for 100% inheritance tax relief through business relief once held for two years and still held at death
Find out more about EIS

Company and bi-annual updates

Stay informed about the latest developments across the Puma EIS portfolio. We create regular updates that highlight the progress of each company and share key insights.

Read now

FAQs

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.

Contact our team today

Risk factors

You can only invest in Puma EIS through a Financial Adviser who has assessed that an investment is suitable for you. An investment in Puma EIS carries risk, and you should read in full the Puma EIS Investment Overview. Below are the key risks:

 

General:  Past performance is no indication of future results, and share prices and their values can go down as well as up. The forecasts in this document are not a reliable guide to future performance.

 

Liquidity: It is unlikely there will be a liquid market in the shares of the EIS-qualifying companies, and it may prove difficult for investors to realise their investment immediately or in full.

 

Capital at risk: An investment in Puma EIS can be viewed as high risk. Investors' capital may be at risk, and investors may get back less than their original investment.

 

Tax reliefs: Tax reliefs depend on individuals' personal circumstances, minimum holding period and may be subject to change.

 

Private Companies: Puma EIS may invest in unlisted shares. Such investments can be more risky than investments in listed shares. Unlisted shares may be subject to transfer restrictions and may be difficult to sell. It may be difficult to obtain information as to how much an investment is worth or how risky it is at any given time.

 

Figures on this page are taken from Puma Investments and are correct as of 15 April 2026 unless stated otherwise.