Hellegouet Posted November 9, 2005 Share Posted November 9, 2005 HelloI am trying to get ahead with next year's tax form and wondered if someone can help me with this question. We have some equity investments in Luxembourg and I am told we need to declare these as French residents. The investment company tell us that if they were to withhold tax (vs. us declaring ourselves), it would only be on redemptions, switches and transfers. Does this mean that if we don't redeem any investment units in a given year, we have nothing to declare ? i.e. we don't declare any increase in value of the investment unless we cash it in ? If any one knows of a good site or book that covers these types of questions, it would be a great help to know !Many thanksRebecca Link to comment Share on other sites More sharing options...
LesLauriers Posted November 10, 2005 Share Posted November 10, 2005 Is your investment an "Assurance Vie" ? Link to comment Share on other sites More sharing options...
adrianpmills Posted November 10, 2005 Share Posted November 10, 2005 Normally, you would declare any income annually, such as dividends, but not changes in value of the underlying investment. Gains realised on sale of equity investments would be dealt with under capital gains tax. Link to comment Share on other sites More sharing options...
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