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 on:

01606 810 325

Alternatively arrange a callback

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

Speak to us

For more information about the Close Inheritance Tax Service call us on:

01606 810 325

Alternatively arrange a callback

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

Speak to us about the Close Inheritance Tax Service

Looking to invest your clients in the Close Inheritance Tax Service? Click here for application forms and instructions

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.

 

   

         

Literature

CITS factsheet

  • 23 Jul 21
  • 2.77MB
  • PDF

Download

CITS brochure

  • 20 Aug 19
  • 3.90MB
  • PDF

Download

Fee illustration - 50K

  • 11 May 21
  • 0.02MB
  • PDF

Download

Fee illustration - 100K

  • 11 May 21
  • 0.02MB
  • PDF

Download

Fee illustration - 250K

  • 11 May 21
  • 0.02MB
  • PDF

Download

Due diligence

More resources

Value vs growth in volatile markets

The myths of investing in AIM

Important information

The service is not a capital protection service and your capital is at risk. The service is dependent on relevant tax legislation remaining in force. For a fuller disclosure of the risks you should read the Close Brothers Asset Management Terms and Conditions and CITS application form.

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.