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Close Inheritance Tax Service

This page is designed for use by St. James's Place partners. Here you will find the latest Close Inheritance Tax Service (CITS) information, fund manager views and important literature available to download.

Speak to us

For more information about the Close Inheritance Tax Service call us.

Calls may be recorded. Lines are open 9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays).

01606 810 325

Alternatively arrange a callback

Due to the high risk nature of this service, it is only available through a qualified financial adviser.

The Close Inheritance Tax Service (CITS) is a specialist, discretionary investment management service designed to provide accelerated relief from IHT by investing in Business Property Relief (BPR) qualifying shares quoted on the Alternative Investment Market (AIM) and the NEX Exchange Growth Market.

CITS is one of the longest running AIM-based IHT services on the market, and the Service has a successful track record. Since its launch in March 2001, it has proved effective in protecting clients’ estates from IHT.


CITS factsheet

91.8KB | pdf | size


CITS non-ISA Brochure

1.2MB | pdf | size


Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.