Tax exemption 2017
You are fiscally resident in France and hold one or several taxable savings products. Therefore the interest and dividends that will be paid from these investments in 2018 will be subject to income tax and social charges at the rate applicable as of the 1st January 2018.
Furthermore, they are subject to a debit that is made directly at source, which constitutes an advance payment on the tax due.
To be exempt from the advance payment on your 2018 investments held with Crédit Agricole Normandie a request for exemption must be registered. This depends on your annual income tax reference that is written on your 2017 tax statement and must be carried out in each banking establishment where you hold taxable savings products. Please note exemption from the advance payment does not constitute exoneration from income tax.
Up until the 30th of November 2017, you may download and complete the French tax exemption form (1), and return it to us along with a copy of your 2017 tax declaration (not obligatory) by
- post to Credit Agricole Britline, 15, esplanade Brillaud-de-Laujardière - CS 25014 - 14050 CAEN CEDEX 4
- or by e-mail to firstname.lastname@example.org.
Translation of the tax exemption form (for information only)
Contact CA Britline on 02 31 55 67 89(2), should you have any questions.
To be exempt from the 2018 advance tax payment your annual income tax reference from 2016 must not exceed:
25 000 € for a single person and 50 000 € for a couple subject to joint taxation for interest.
50 000€ for a single person and 75 000 € for a couple subject to joint taxation for dividends.
If you are eligible, the exemption from the advance tax payment must be registered each year.
(1) Your signed statement of honour must be signed by all adult members that make up your fiscal household.
(2) Local costs apply when phoning within France from a fixed line.
CA Britline is available to tax residents in the United Kingdom, Ireland and France. Caisse Régionale de Crédit Agricole Mutuel de Normandie - Head Office: 15, esplanade Brillaud-de-Laujardière - CS 25014 - 14050 CAEN CEDEX 4 – Cooperative company with variable capital, registered as a credit company - 478 834 930 RCS Caen - Insurance brokerage company registered under matricule Nr 07