+41 44 562 0888
Speak to a Tax consultant Watch our videoGet a quote arrow


Latest Posts

Related Articles

The 19th FONDS Professionell Kongress 2020

Event: FONDS Professionell Kongress 2020
Date: 29 - 31 January 2020
Place: Congress Center Rosengarten, Mannheim

We’ll be attending the FONDS professionell Conference 2020!  Book a slot with us, let’s grab a coffee and discuss the complex world of foreign withholding tax reclaim. We’ll be helping businesses explore every reclaim opportunity from Double taxation agreement claims to European Court of Justice claims.  You owe it to your investments to increase your […]

Read more

Finland Taxation Changes Spell Big Opportunities for Foreign Investors in 2020

Finnish Tax Authorities make Finnish investment funds more attractive to foreigners by relaxing taxation legislation

Foreign investors should take advantage of the 2019-passed amendments to Finnish legislation related to the taxation of investment funds. These amendments came into force on January 1st 2020 and are aimed at making Finland a more attractive investment market as well as allowing Finnish investment management firms to explore international investment opportunities without added taxation […]

Read more

DTT Withholding Tax Reclaim. Made Easy.

The Essential 2020 Guide to Double Taxation Agreements: Withholding Tax Refunds

Introduction This guide to Double taxation Agreements and the withholding tax benefits, is intended to provide essential information of Double Taxation Agreements within the context of dividend withholding tax recovery. Why Foreign Investors Need to Understand International Double Taxation Treaties It has become a necessity for any foreign investor to understand the intricacies of international […]

Read more

The W-8BEN-E Form: Using it for Withholding Tax Benefits

How to complete a W-8BEN-E form for withholding Tax benefits

For many global investment management companies, the completion of the W-8BEN-E form is complicated. Ultimately, the lack of understanding over its completion infringes on many investment firms’ ability to receive US dividend or interest payments at the treaty rate. This is especially true for those investment firms in developing countries. This guide explains the purpose […]

Read more

Ireland: Withholding Tax Rates Hiked up by 5% in 2020

Ireland seeks to boost it's revenue by increasing withholding tax by 5%.

Investors in Ireland must prepare for increased withholding tax rates in 2020 as Ireland increases the withholding tax rate in an effort to create a revenue boost to their exchequer. The dividend withholding tax percentage increased from the previous 20% to 25% and has been effective since 1 January 2020. The Irish Times reported that […]

Read more

Foreign Investments: The Challenges of Withholding Tax

This article explores the complexities of withholding tax reclaim for foreign investors and how you can maximise on tax refund opportunities.

2020 looks set to be the year where investors secure profitable growth by venturing into new demographic segments and geographies, leaving their comfort zones to perform new activities and harnessing investment technology to unlock agility and value (source). But despite technological uptake and a more explorative approach to investing, most investors are still completely in […]

Read more

Withholding tax & the free movement of capital in the EU: what investors needs to know

As a political and economic union of sovereign states, understanding the regulatory framework of the European Union presents a unique challenge for investors. The mechanics of claiming withholding tax in the EU are a case in point. Any investor seeking to reclaim dividend withholding tax needs to take into account the relevant national legislation, as […]

Read more

Withholding tax claims for international investors in Europe: The case of Emerging Markets Series of DFA Investment Trust Company v Dyrektor Izby Skarbowej w Bydgoszczy

The free movement of capital is woven into the framework of the European Union. Article 63 of the Treaty on the Functioning of the European Union (TFEU) states that “all restrictions on the movement of capital between Member States and between Member States and third countries shall be prohibited”. What are the limits on the […]

Read more

Fokus Bank ASA v The Norwegian State: A test case for the single market

The European Single Market was founded on the principle of guaranteeing the “four freedoms” of open economies: free movement of capital, services, goods and labour between member states. The commitment to a common market with parity between states has clear implications for member-state tax fiscal policy, and for tax policy in particular. Free movement of […]

Read more

Related Articles