Enquiries and answers

It all depends on your matrimonial regime:

• If your income is considered common – either because you are married without a marriage contract (automatic application of the reduced community legal regime to the acquests, or because the marriage contract you have concluded so provides (community plan of furnished or acquired property regime of universal community) – you can get a refund of half of the social charges you have paid.
• If your income is considered separated, because of the marriage contract concluded (separation of property regime or participation in the acquests): only the social security contributions that have been levied on the capital income of the spouse may be reimbursed.

Only if you are affiliated for your social security in another Member State of the European Union or Switzerland.

Yes. Only your affiliation to a social security scheme of another EU member state or Switzerland (LaMal) counts.

Only if you are not affiliated for social security in Monaco but belong to a social security scheme of another EU member state than France.

No, for the Court of Justice of the European Union (“JAHIN case” of 18 January 2018), the application of the CSG-CRDS on the capital income of the people affiliated to a foreign social security plan in a state that is not a EEA member state or Switzerland is not against the right of European Union law.

At first sight, no, unless you are married to a EU or Swiss citizen and benefit from a regular residence permit (contact us).

No, it is because if you benefited from a capital gain in case of sale of real estate or collected rents that you are concerned and can obtain the refund(repayment) of social charges (CSG / CRDS)

There is no minimum amount. However we can admit that the action in repayment is justified only if the total amount of concerned income (eg capital gain(increase in value) or rental revenues accumulated over 2015-2017) exceeds (overtakes) 20.000 €, is a minimal amount of social charges to get back about (20.000€ x 15,5 %) 3.200€. After deduction of the expenses of procedure, the clear(net) earnings(gains) are about 1.500€

We are totally transparent: you cannot expect a refund before approximately 1 to 2 years.

It is necessary to take into consideration, that when the French state is ordered to repay the taxpayer, it must also pay late interest at an annual rate of 2.2%.

There is nothing against the legal process that you yourself initiate the procedure before the tax authorities and then before the judge to claim the refund of social levies.

However, given the technical nature of this type of tax litigation – requiring special attention when preparing the file and sufficient legal knowledge to develop a solid and convincing legal argument – we recommend that a law firm perfectly master this problem specific to the restitution of the CSG / CRDS and the rules of procedure before the Administrative Court.

Our firm has, in the past, shown that it has successfully obtained the reimbursement of social security contributions on behalf of a very large number of non-resident and cross-border clients.

The presses talk about our actions.

We know exactly what each client needs to collect as documents and documents and how to get a favorable decision. We are seasoned with this type of litigation.

For these reasons we feel that you can trust us.