€3,000 small gift exemption documentation

Forms

Deed of assignment of a savings policy to a minor
Discharge and indemnity - small gifts exemption plans
Pinnacle application form
Pinnacle booklet
Pinnacle key features at a glance

What is a small gifts exemption savings plan?
What is the small gifts exemption?

Irish Life Financial Services ltd. is regulated by the Central Bank of Ireland. Irish Life Assurance plc. is regulated by the Central Bank of Ireland.
Irish Life Financial Services ltd and Irish Life Assurance plc Registered Office - Lower Abbey Street, PO Box 129, Freepost, Dublin 1. Phone: 01 704 2000.
Irish Life Financial Services Registered Number 489221. Irish Life Assurance plc Registered Number 152576.
In the interest of customer service, we will record and monitor calls.