Tax exemption

If you are fiscally resident in France and hold one or several taxable savings products, the interest and dividends received from these investments will be subject to income tax.

Furthermore, they are subject to a debit that is made at source, which constitutes an advance payment of tax due.

To be exempt from the advance payment of tax on your investments, a request for exemption must be registered. This depends on your annual income tax reference that is written on your last “Avis d'imposition”, and must be carried out in every banking establishment where you hold taxable savings products. Please note exemption from the advance payment does not constitute exoneration from income tax.

To register your exemption, please download and complete the tax exemption form. Please return it to us before 29th November 2025:

  1. by email to contact@britline.com 
  2. or by post to Crédit Agricole Britline, 15, esplanade Brillaud de Laujardiere, CS 25014 - 14050 CAEN Cedex 4
Tax exemption form

 

Eligibility criteria

To be exempt from the advance tax payment your annual income tax reference (shown on your last “Avis d'imposition”) must not exceed:

  1. 25 000 € for a single person or 50 000 € for a couple subject to joint taxation for interest.
  2. 50 000 € for a single person or 75 000 € for a couple subject to joint taxation for dividends.

If you are eligible, you must send your tax exemption form each year.