Taxation of Investment Income

Investment income is taxed in France regardless of the country origin of the income.

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How is investment income taxed?

Investment income, including dividends, is subject to taxation in France at a flat tax rate of 30%. This rate consists of 12.8% income tax and the remaining 17.2% as social charges.

This tax treatment applies not only to investment income but also to rental income and capital gains derived from investments.

Declaring Investment Income

Like with other types of income, taxpayers must declare investment income annually during the designated tax declaration period.

For certain investment products such as assurance vie, it is possible to request the provider to disclose your investment directly to the tax authorities. If this option is available and utilised, you will not need to include the investment income in your tax declaration.

At Harrison Brook, we understand the complexities of the French tax system and the unique needs of our clients. That’s why we collaborate with experienced French tax advisers who can provide comprehensive guidance tailored to your specific financial circumstances.

Expert Assistance for Your Financial Needs

Managing your investments and ensuring compliance with tax regulations can be challenging, especially in a foreign country. At Harrison Brook, we offer holistic financial solutions and work closely with our clients to provide expert advice and support.

Our team of professionals, including our trusted French tax adviser, can assist you in navigating the complexities of the French tax system, optimising your investment strategies, and ensuring compliance with applicable tax laws.

Whether you require assistance with tax planning, investment management, or retirement planning, our experienced professionals are here to help. We take the time to understand your unique financial situation and goals, allowing us to provide personalised recommendations and solutions.

By leveraging our expertise and collaborating with our network of specialists, we aim to provide you with peace of mind and help you make informed financial decisions.

Taxation of Investment Income – Why is it important?

When it comes to investment income in France, it is important to understand the tax implications and comply with the relevant regulations. Investment income, including dividends, rental income, and capital gains, is subject to a flat tax rate of 30%, comprising 12.8% income tax and 17.2% social charges.

Properly declaring investment income is crucial, and for certain investment products like assurance vie, it may be possible to have the provider disclose the investment directly to the tax authorities.

At Harrison Brook, we strive to provide comprehensive financial solutions and expert guidance tailored to your needs. Our team, together with our trusted French tax adviser, dedicates itself to helping you navigate the complexities of the French tax system and optimize your financial strategies.

With our support, you can confidently manage your investments, ensure compliance with tax regulations, and work towards your long-term financial goals. Contact us today to learn more about how we can assist you with your financial needs.

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