About Puma Investments
Puma Investments is an award-winning investment manager and we offer a range of investments across private equity, property finance and quoted equities. We provide carefully selected investment opportunities for your clients whilst also supporting growing SMEs and professional property developers across the UK. The asset management division of Shore Capital, which includes Puma Investments, manages approximately £1 billion in assets.
When Puma Investments was first established, our mission was to provide the best tax-efficient investment opportunities for our customers. Over a decade later, we have helped thousands of clients access investments that deliver attractive tax reliefs whilst also supporting the UK economy.
As a business, our origins lie in the management of Venture Capital Trusts (VCTs). Our parent company, Shore Capital, launched its first VCT in 2005 and created Puma Investments specifically to focus on VCT investing. Today, VCTs remain core to what we do: we now have 14 under our belt and we launched our latest — Puma Alpha VCT — in 2019.
Over the years, we’ve created other offers to meet investors’ different needs. Your clients can now access: Puma Alpha EIS — our Enterprise Investment Scheme fund; the Puma AIM Inheritance Tax Service — which invests in companies quoted on the Alternative Investment Market; and the Puma Heritage Estate Planning Service (EPS) — which provides first charge loans to professional property developers.
We are always mindful of our responsibility as an investor, which is why our two Alpha investments only provide funding to established scale-up companies that have proven themselves in their market. Similarly, through Puma Heritage EPS we only provide finance to professional property developers and are stringent in our selection process. Likewise, our AIM Service is focused on long-term, defensive growth and we only invest in AIM-quoted companies with a market cap above £50 million.
Our focus is on finding the best opportunities for your clients to invest in. You can read more about our range of offers below or get in touch with our Business Development team who will be happy to help.
Our Business Development Managers are based across the UK and you can find the right representative for your region here. You can also call us on 020 7408 4070 or email firstname.lastname@example.org and we’ll put you in touch with the best person for your needs. If you’d like to learn more about Puma Investments, you can visit our website here. We look forward to hearing from you.
Call: 020 7408 4070
Support in the current climate
As a result of Covid-19, our teams are working from home – a contingency measure we had already set up prior to the pandemic which allowed us to continue without any interruption in our service to you.
Our Investor Services team is operating as normal to process your clients’ new applications and respond to any enquiries, while our Business Development team is also working regular office hours (9am-6pm) and available to speak with you whenever you need them. We have also rolled out electronic application forms across all our offers to make it easier for you and your clients to invest during this time.
We continue to undertake daily review of the government guidance to implement effective measures as the situation evolves.
Our investments are designed as long-term strategies and our Business Development team and Investment Directors are at your disposal to answer any questions that you or your clients may have. You can also visit our dedicated Covid-19 Update webpage, where we offer the latest information from across our business. We hope you find it useful.
Puma Alpha VCT
Puma Alpha VCT invests in growing businesses with strong management teams that operate in sectors providing structural support for growth. Our fourteenth Puma VCT enables investors to support these companies and the UK economy whilst capitalising on their success.
Puma Alpha VCT expects to co-invest alongside the Puma Alpha EIS fund in future deals that meet with the VCT’s investment policy. This should enable rapid deployment and deliver a diversified portfolio.
Puma Alpha EIS
Puma Alpha EIS seeks to support the growth of UK SMEs by backing exceptional management teams whilst delivering appropriate risk-adjusted returns for investors, together with the full range of EIS tax reliefs. Initial and dealing fees are deducted up front.
Puma Alpha EIS invests in established businesses, delivering diversification through its sector agnostic mandate underpinned by a first return structure to provide additional protection.
Puma AIM Inheritance Tax 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 by the use of Business Relief, which takes effect after just two years from the acquisition of qualifying AIM stocks. The service can be accessed via leading wrap platforms such as Ascentric, Standard Life 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.
If you are interested in the Puma AIM IHT Service you can find out more information here or visit our Puma AIM IHT webpage here or to find out about the Puma AIM ISA IHT Service visit our webpage here.
Puma Heritage Estate Planning Service
The Puma Heritage Estate Planning Service (EPS) is a discretionary portfolio service that invests in private trading companies that are expected to qualify for Business Relief. Its primary objective is to generate stable returns for shareholders through a versatile service that aims to mitigate risk and deliver consistent returns, whilst also supporting private companies and the UK economy.
Puma Investments has been managing Business Relief-qualifying investments since 2013. Puma Property Finance, which deploys the Puma Heritage EPS funds, has arranged more than £600 million of real estate loans and construction projects to date, whilst incurring 0% capital losses.
An investment with Puma Investments carries risks, for more information please see below and visit www.pumainvestments.co.uk.
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.
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 Investment Management Limited (FCA no. 590919) which is authorised and regulated by the Financial Conduct Authority. This communication is intended for the recipient only and should not be forwarded on.
Cassini House, 57 St James's Street, London, SW1A 1LD
20 October 2020