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€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?
  • How to complete the Deed of Assignment for Minors June 2023
  • Dealing with plans owned by minors
  • How to complete the Pinnacle application form
  • How to complete the discharge and Indemnity

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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.

© 2023 Irish Life Insurance