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  • ARTICLE - Monaco, France

    Tax In Monaco, Monte Carlo: A Brief Guide

    24 Jan

    A tailored tax system

    Monaco’s fiscal system is based on the principle of a total absence of direct taxation. There are two exceptions to this principal;

    • For companies that earn more than 25% of their turnover outside the Principality or for companies whose activities consist of making revenue from patents and literary or artistic property rights, there is a 33.33% tax on profits.
    • French nationals who were unable to prove that they had lived in Monaco for at least five years before October 31, 1962.

    Monaco has signed no other bilateral fiscal agreements with other countries.

    Individuals

    Monaco residents (except French nationals) are not required to pay taxes on income, betterment or capital gains. For French nationals, two categories exist:

    • French nationals who can prove they resided in Monaco at least five years before October 31, 1962, are subject to the same system as other nationalities.
    • Other French residents are subject to French income tax collected by the French government.

    The following rates of inheritance tax apply to assets located in Monaco:

    • Descendants: 0%
    • Between siblings: 8%
    • Between uncles and nephews: 10%
    • Between relatives: 13%
    • Between non-relatives: 16%

    Corporations

    There is no direct tax on companies. Besides the tax on profits mentioned in the previous cases above, companies are not required to pay directly for taxes.

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    Registration duties and fiscal stamps

    Registration duties are collected from those registering real estate transfers or changes of ownership.

    For official civil and judicial acts, fiscal stamps are required. Furthermore, all documents which could be used as evidence in court must be stamped to be valid. Stamp costs vary depending on the document’s format or value involved.

    Next steps

    If you have any general queries about this article, please do not hesitate to get in touch.

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