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PEA and Assurance Vie as a Non Resident

PEA and Assurance Vie as a Non Resident

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Old Apr 1st 2023, 7:18 pm
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Default Keeping a PEA as a Non Resident

Does one have to close a PEA when leaving France to take up UK residence or can they keep it as a non resident?

Last edited by cator; Apr 1st 2023 at 8:57 pm.
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Old Apr 2nd 2023, 7:06 am
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Default Re: Keeping a PEA as a Non Resident

Originally Posted by cator
Does one have to close a PEA when leaving France to take up UK residence or can they keep it as a non resident?
I stand to be corrected since last year, but you probably still have the choice between redeeming the PEA before you leave (with payment of the "fine") or leaving your Beneficiary/ies to cope with the procedure when the time comes.....
As suggested in your earlier thread, ask your A-V provider....
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Old Apr 2nd 2023, 7:37 pm
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Default Re: Keeping a PEA as a Non Resident

Originally Posted by dmu
I stand to be corrected since last year, but you probably still have the choice between redeeming the PEA before you leave (with payment of the "fine") or leaving your Beneficiary/ies to cope with the procedure when the time comes.....
As suggested in your earlier thread, ask your A-V provider....

Thanks dmu
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Old Apr 11th 2023, 9:33 am
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Default Re: PEA and Assurance Vie as a Non Resident

Originally Posted by Daisynoah
You can open a share savings plan (PEA) if you are a resident of France for tax purposes. You can maintain this PEA after you leave France unless your new residence is in a Non-Cooperative State or Territory (NCST).
Thank you very much Daisynoah, very useful to know especially this year.
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