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Companies Turn to Withholding Tax Recovery Opportunities as Dividend Payouts Plummet

While global dividend payouts are set to decrease by 15% this year, retrospective withholding tax recovery could be the silver lining.

2020 has certainly been a challenging year and very few corporates around the world will be unaffected by the COVID-19 pandemic. It’s no surprise that dividend payouts have decreased drastically and in this uncertain time, it’s difficult to predict how long this downturn will last. Media sources such as Forbes and CNBC commented on the […]

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Withholding Tax: The Quintessential Guide to European Court of Justice (ECJ) Claims

Most institutional investment firms are well aware of their reclaim opportunities within double taxation treaty claims and exemptions. However, ECJ claims are often overlooked and go unrecovered.

This is because the claims are highly complex and require a deep knowledge of the legislation, past court cases and legal precedent set to be able to achieve refunds. Moreover, in most cases, custodians (who are often an investor’s go-to point for DTT claims) are generally unable to help with ECJ claims. What is the […]

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Swedish Withholding Tax Case Win For US Investment Fund Spells Good News for Other Foreign Investors

International foreign investors will welcome the news of a US investment fund’s win over the Swedish tax authorities for owed withholding tax refunds of $2.6 million.

Last month, the Swedish Supreme Administrative Court issued a milestone judgement stating that Swedish tax authorities should not deny withholding tax refunds (that were requested based on EU Law) to a US investment fund, based on the Fund’s legal structure.   This is good news for the international investment community seeking withholding tax refunds from Sweden […]

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Withholding Tax: What Happens Post the Brexit Transition Period?

The 31st of January has come and gone and the UK has officially left the European Union. As the sign read outside the European parliament; “It’s not goodbye, it’s au revoir”. But let’s talk about goodbye.

The 31st of January has come and gone and the UK has officially left the European Union. As the sign read outside the European parliament; “It’s not goodbye, it’s au revoir”. But let’s talk about goodbye.  There is still a lot of uncertainty around the implications that Brexit will have on international withholding taxes. For […]

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Pension Funds, Are You Claiming the Withholding Tax that is Rightfully Yours?

Although pension funds are entitled to reclaim 100% of their foreign withholding taxes, many are not actually getting the full refunds owed to them.

Pension funds are often entitled to reclaim 100% of their withholding tax on foreign investment income. But do all Pension Funds know this is the case? Are you claiming the full amount that is owed to you? With over $200bn in taxes withheld from pension funds alone globally, your business needs to ask itself, how […]

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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 […]

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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 […]

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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 […]

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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 […]

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

Ireland seeks to boost its 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 […]

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