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  1. « Life Advisory Services supports
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Life Advisory Services supports

Our Life Advisory Services team has a wealth of supports available to help you do business.

Application forms
  • Deed of assignment of a savings policy to a minor
  • Discharge and indemnity - small gifts exemption plans
  • Pinnacle application form
Booklets
  • Pinnacle booklet
Technical guides
  • Budget 2023 Advisory Services update
  • Financial factsheet 2022 - Advisory Services
Sales supports
  • Pinnacle key features at a glance
  • Small Gifts exemption - Advisory Services note
  • Small gifts exemption savings plan - Advisory Services guide
Advisory Services supporting documents
  • Current Irish Life trust forms - Life Advisory Services guide
  • Exit tax Advisory Services guide
  • Flexible trust dual or joint life
  • Flexible trust single life
  • Partners trust form - how to complete
  • Saving for Gift Tax - Advisory Services guide
  • Shareholders trust form - how to complete
  • Using a life assurance protection plan to fund for Inheritance Tax
€3,000 small gift exemption documentation
  • Deed of assignment of a savings policy to a minor
  • Indemnity small gifts exemption plans
  • Pinnacle application form
  • Pinnacle booklet
  • Pinnacle key features
  • Small Gifts exemption - Advisory Services note
  • Small gifts exemption savings plan - Advisory Services guide

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  • irishlife.ie

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