Puma Investments

Offering a range of investment solutions to wealth managers, financial advisers and investors. Our award-winning service includes inheritance tax solutions, Venture Capital Trusts and Enterprise Investment Scheme.

Puma Investments in numbers

Our numbers continue to grow. And we are proud to have helped so many individuals achieve their ambitions.

in assets under management

investors

different tax-efficient solutions

employees

Figures taken as at March 2026

Investment solutions

Inheritance Tax Solutions

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

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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.

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Enterprise Investment Scheme (EIS)

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

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Latest company news

30/04/2026

1 min read

In conversation with Lucky Saint: Building the world's defining alcohol-free beer brand

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28/04/2026

1 min read

Prosper magazine: portfolio updates for Puma VCT shareholders

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05/01/2026

1 min read

Autumn Budget 2025: VCT tax changes explained

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11/12/2025

1 min read

New fundraise of £20m for Puma Alpha VCT to continue backing ambitious UK scale-ups

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04/12/2025

1 min read

What it’s really like being a Business Development Manager, a Manager, and mum, all before lunchtime

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04/11/2025

1 min read

Puma Investments appoints Jessica Franks as Commercial Director

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29/10/2025

1 min read

Puma Investments announces the promotion of Jenny Hunt to Head of Strategic Partnerships

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25/09/2025

1 min read

Puma VCT 13 launches new £50m fundraise following strong deployment year

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09/09/2025

1 min read

Puma Investments launches new fundraise for Puma AIM VCT

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10/06/2025

1 min read

Puma Investments appoints Jeremy Roberts as Managing Director

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14/05/2025

1 min read

Puma AIM VCT launches on the London Stock Exchange – the first new AIM VCT in 18 years

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02/04/2025

1 min read

Puma Investments becomes a Certified B Corporation

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28/03/2025

6 mins read

The advantages of a new AIM VCT

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19/03/2025

5 mins read

The VCT-qualifying universe on AIM and the importance of experience and a disciplined process

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13/03/2025

6 mins read

The power and potential of AIM as a driver of CGT-free VCT growth

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03/02/2025

1 min read

UK economy showed resilience in 2024 amid inflation and budget adjustments

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15/01/2025

1 min read

Puma Alpha VCT launches £15m fundraise

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22/11/2024

1 min read

Protecting the world's riders

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15/10/2024

1 min read

Puma Investments continues growth with two senior appointments

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25/09/2024

11 mins read

Puma VCT 13 launches new £50m fundraise following year of strong deployment

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17/09/2024

4 mins read

Puma Investments launches Puma AIM VCT

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08/05/2024

7 mins read

Favourable tailwinds anticipated ahead for the AIM market as headline inflation settles

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19/02/2024

5 mins read

Market outlook from Dr Stuart Rollason, Investment Director, Puma AIM IHT portfolio

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17/01/2024

3 mins read

Puma Alpha VCT launches £15m fundraise

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24/10/2023

8 mins read

How a sector agnostic approach can benefit your VCT portfolio

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19/09/2023

3 mins read

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

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03/08/2023

3 mins read

10 years on: the impact of AIM shares within ISAs

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27/07/2023

3 mins read

Puma welcomes venture capital recommendations from latest Treasury Committee report

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27/06/2023

4 mins read

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

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30/05/2023

4 mins read

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

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01/05/2023

5 mins read

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

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06/04/2023

2 mins read

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

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01/04/2023

4 mins read

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

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13/12/2022

1 min read

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

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26/07/2022

4 mins read

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

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18/02/2022

2 mins read

Puma Investments fuels ambitious growth plans with five key hires

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05/11/2021

1 min read

Puma Investments named ‘Team of the Year’

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23/06/2021

4 mins read

Puma VCT 13 achieves attractive exit from Pure Cremation

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08/06/2021

5 mins read

How secured lending can deliver returns through a pandemic

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04/05/2021

3 mins read

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

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03/05/2021

5 mins read

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

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06/01/2021

5 mins read

What VCTs can offer in today’s environment

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23/09/2019

1 min read

Puma Investments Highly Commended for Best Venture Capital Trust Provider

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27/08/2019

3 mins read

Celebrating five years of the Puma AIM Inheritance Tax Service

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13/08/2019

4 mins read

Using EIS and VCTs to meet your clients’ needs

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30/04/2019

5 mins read

Why EIS investing is less alternative than you think

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16/11/2018

1 min read

Puma Investments welcomes Andy Burt as Head of Business Development

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14/09/2018

5 mins read

Why VCTs are rich in opportunity

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