Live Opportunities > Puma Heritage Estate Planning Service VCT
Puma Heritage Estate Planning Service
About
A long-established Business Relief solution focused exclusively on secured property lending, targeting consistent returns of 3% per annum net of fees with no capital losses to date. The Service combines inheritance tax mitigation with capital preservation, supported by an institutional-grade lending platform and an experienced in-house team.
Product Fees & Charges
- 1% Initial fee
- 1% Dealing in fee
- 0.5% + VAT Annual Management Fee
- Up to 0.9% + VAT business support fee
- 0.8% + VAT monitoring fee
- 0.4% + VAT administration fee
- 1% Exit fee.
Adviser Charging
Adviser charging can be facilitated from the subscription amount by the fund if agreed and requested. Where an adviser charge is taken this would reduce the investment amount. Any tax reliefs are based on the investment amount.
Key Information
- Current Status: Open
- Deadline: Evergreen
- Minimum Investment: £25,000
- Target Return: 3% net of fees
