The Close Inheritance Tax Service. Due to the high risk nature of this service, it is only available through a qualified financial adviser.
Close Inheritance Tax Service
Hear more about our Inheritance Tax service from Sam Barton, Investment Director.
Watch the video
If you have clients concerned about the impact of Inheritance Tax, we may have a solution.
Read the latest market views from the fund managers investing the CITS portfolios.
Download all the documents to help explain CITS to your clients as well as application forms.
Our Close Inheritance Tax Service (CITS) won Best AIM Portfolio Service at the 2018 Growth Investor Awards