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French and Spanish Mortgage Brokers
French Tax Planning Specialists

Recent Successful Appeals for the recovery of Prelevements Sociaux

Tuesday, 25 February, 2020
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Are you a French property Owner having paid past French taxes known as Social Charges/Prelevements Sociaux, if so, are you aware that in many cases these are refundable?

Below are 4 typical examples of the refunds received by some of our clients following the successful appeal to the French Tax office in relation to  Prelevements Sociaux paid

REFUNDS RECEIVED

 

Year Tax paid

Tax paid €

Refund received €

 

% of tax paid back

Our fee (£’s)

 

2016/2017

49.242

49.242

100%

4,320

2017/2018

  4.395

  4.172

 95 %

   656

2016 & 2018

61.536

58.272

 95 %

3,300

SCI 2015/2016

28.343

31.961

112%

3,018

 

 2 clients received almost the full amount of tax paid to the French Tax Office – (95% being refund)

1 client received a full refund (100%)

1 client received a full refund plus late interest in compensation equal to another 12% of the tax paid 

Further details of the individual appeals, summarized in the above table

  • Mr H & Mrs H UK tax resident – sold  a property in 2017 (as they were not married – the rules required 2 appeals to be submitted.  They were subject to UK national insurance legislation at the time of the sale
    We appealed in 2018 for the recovery of the social charges paid which totalled 49.242 euros.
    Our clients received a total refund of 49.242 Euros which included late interest as compensation 
  • We charged an admin fee of £300 and 2 success fees for a total of £4,320 
  • Mr & Mrs N UK tax resident - sold a property in 2018
    The sale was subject to UK national insurance legislation at time of the sale
    We appealed in 2018 for  the recovery of social charges paid for a total of 4.395 euros.

    Our clients received a total of 3.884 Euros *(1) and received late interest as compensation amounting to 288 Euros= 4.172 euros
    We charged an admin fee of £300 and a success fee of £356
  • Mr & Mrs D UK tax resident - sold 2 properties
    1 property in 2016 and the second one in 2018.
  • The sale was subject to UK national insurance legislation at the time of the sale
    We appealed in 2018 for  the recovery of social charges paid for a total of 61.536 euros.

    Our clients received  a total of 55.340 Euros  and also received payment of  late interest in  compensation of  2.935 Euros= 58.272

    We charged an admin fee of £300 and success fee of £3000 (maximum fee)
    (Note our maximum fee is now £4,200)
  • Mr H & Mrs C UK tax resident, were shareholders of an SCI – The SCI had an asset which was sold in 2016
    The shareholders were subject to UK national insurance legislation at the time of the sale
    We appealed in 2018 for the recovery of social charges paid , totalling  28.343 euros.

    Our clients received a  total of 28.343 Euros *(1) and received late interest in  compensation of 3.618 Euros= 31.961

    We charged an admin fee of £300 and a success fee of £2,718

We continue to receive refunds on behalf of our clients.  If you have paid past social charges called Prelevements Sociaux , please contact us to see whether an appeal for a refund would be applicable in your case and for our up-to-date details of the fee that would be applicable, in advance of making the appeal on your behalf.

 

 

 

 

 

 

 

 

 

 

 

 

 

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