Close Inheritance Tax Service (CITS)

Welcome to the Close Inheritance Tax Service (CITS)

Designed for use by professional financial intermediaries

You will find all the current CITS information, latest fund manager views and all the literature available to download on this site.

What is CITS?

Hear more about our Inheritance Tax service from Sam Barton, Investment Director.

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About the service

If you have clients concerned about the impact of Inheritance Tax, we may have a solution.

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Market views

Read the latest market views from the fund managers investing the CITS portfolios.

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Literature and application forms

Download all the documents to help explain CITS to your clients as well as application forms.

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Growth Investor Best AIM 2018

Our Close Inheritance Tax Service (CITS) won Best AIM Portfolio Service at the 2018 Growth Investor Awards

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