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Valuation for taxe d'habitation and fonciere


Angie

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There was an article in the Mail on Sunday this week about owning property abroad. Under the section for France it advised that you borrow money in France rather than using UK funds or cash and explained that if you had a French mortgage on your French property then the valuation for annual taxes is reduced - can anyone confirm this? I've never heard of this.
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If you have a French mortgage AND you declare income tax to the French authorities, you may be due for a tax reduction (or even a rebate) on your income tax for the first 5 years of the mortgage.

I am not sure if this applies if you have a foreign mortgage on your French property.
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Income tax reduction yes, but property tax reduction - the only way I can think of where in theory this could happen is, in a situation where the income tax allowance on your mortgage, as andyh4 says, tips your RFR just low enough for you to qualify for a reduction in taxe d'habitation that you wouldn't otherwise have got because you'd have been above the threshold. But again, that would only apply to people who live in France full time and pay their taxes here.

Also, bearing in mind that to qualify for reduced taxe d'hab your total net income has to be pretty low (around the 10k mark I think?), and bearing in mind also that French lenders require your monthly net income to be at least x3 the sum of your monthly loan repayments, that person wouldn't have been able to get much of a mortgage in the first place.

Sounds a bit like the DM has got the wrong end of the stick again, and certainly if they're giving the impression that somebody who lives and works in the UK can walk into a French bank and walk out again with a mortgage offer just for the asking, they haven't done very much research.
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[quote user="EuroTrash"]property tax reduction - the only way I can think of where in theory this could happen is, in a situation where the income tax allowance on your mortgage, as andyh4 says, tips your RFR just low enough for you to qualify for a reduction in taxe d'habitation that you wouldn't otherwise have got because you'd have been above the threshold.[/quote]

 

No mortgage but I have a minimal RFR, doesnt the above reduction only apply to pensioners?

 

If not then maybe I have some money owed to me.

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"maybe I have some money owed to me"

If you're entitled to a reduction for low income it's applied automatically before the bill is issued - the figures off of your tax return are used in calculating the taxe d'hab bill for your résidence principale. So unless you know what the bill would have been with no reduction, you don't necessarily realise that you have been given a reduction unless you read the small print on the back. If you see what I mean.

But I doubt they would agree to go back and re-assess taxe d'hab for any years when no tax declaration was submitted at the time... As I think you once stated yourself, not declaring when one should, tends ultimately to be to one's own disadvantage ;)
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I agreed to submit 3 déclarations last year, one on time (well actually a few months late) and 2 backdated ones, I have my avis d'imposition for last year with a RFR of about €1800 but nothing for previous years, I think that they have just ignored them.

So I may get a reduction next year but my question was isn't that only applicable to those over 70?

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Even if you're not old enough for the age exemption, on that income you should be eligible for the plafonnement which is income related

"Les contribuables qui ne remplissent pas les conditions d'exonération mais dont le revenu de référence de l'année précédente est inférieur à un certain plafond peuvent bénéficier d'un dégrèvement partiel de leur taxe d'habitation."

http://services.completefrance.com/forums/completefrance-forums/cs/forums/EditPost.aspx?PostID=3297016&ReturnUrl=%2fforums%2fcompletefrance-forums%2fcs%2fforums%2fShowPost.aspx%3fPageIndex%3d2%26PostID%3d3297016

http://droit-finances.commentcamarche.net/contents/965-taxe-d-habitation-degrevement-partiel-et-plafonnement
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What do they class as the previous year?

 

I have my avis d'impôt for 2015 with the low RFR I guess that it wont be until 2016 that I will get any reduction of taxe d'hab.

 

Time will tell if they are going to process the previous déclarations if they do then I can ask for a dégrèvement.

 

I have paid it all these years so another few wont matter especially as money is no longer tight. 

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