LifePlan Investments
Clients in Europe
An Irish point of contact for European enquiries
If you live elsewhere in Europe and would like to discuss your investment or retirement plans with our team in Ireland, we welcome your enquiry. We begin by establishing your country of residence and the service you are seeking.
We can proceed only where our permissions and the product provider’s requirements allow us to serve you. This is established before a product application is taken forward.
Your circumstances determine the options
Availability can depend on where you live, your tax residence, the type of applicant and the product involved. Some providers accept clients from several countries; others serve a narrower market.
Tell us if you have more than one tax residence, are planning a move or hold pensions and investments in different countries. These details can affect the questions that need to be addressed.
Clear explanations across borders
We explain the legal provider, relevant currency, documentation and access conditions for any product discussed. Deposit protection, compensation arrangements and routes for complaints depend on the institution and the service involved.
If a product is denominated in a different currency from your spending needs, exchange-rate changes can affect its value to you. Tax treatment may also differ from the treatment in Ireland.
Start with a short eligibility enquiry
Provide your name, country of residence, contact details and the type of assistance you want. There is no need to send identification documents or bank details with your first message.
We will explain whether we can assist and what information is needed next. Where local tax or legal advice is needed, you should obtain it before making a commitment.
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