News

Ascentric wraps Puma’s award winning AIM IHT Service

Puma Investments, the specialist provider of tax efficient investment solutions is delighted to announce that Advisers can now access its award winning AIM IHT Portfolio Service through Ascentric, one of the UK’s leading wrap platforms. The service can be held in ISAs as well as a range of other investment wrappers. The 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) shares. The Service is available in a variety of wrappers, including as an ISA, which enables investors to mitigate against inheritance tax… continue reading

January 18, 2017