Maximizing Withholding Tax Recovery for Sovereign Wealth Funds: Three Key Questions to Optimize Returns

Maximizing Withholding Tax Recovery for Sovereign Wealth Funds: Three Key Questions to Optimize Returns

Sovereign wealth funds (SWFs) are entrusted with managing national assets to ensure long-term financial stability. However, many SWFs miss out on significant withholding tax recovery opportunities, reducing their net investment returns.

Read more
Strengthening Governance and Seizing New Opportunities: Maximizing Withholding Tax Recovery for Canadian Pension Plans

Strengthening Governance and Seizing New Opportunities: Maximizing Withholding Tax Recovery for Canadian Pension Plans

In today’s evolving regulatory landscape, the focus on stronger governance, transparency, and accountability in pension plan management has never been more pronounced. Canadian pension plans have an important opportunity to align their governance frameworks with best practices by adopting a proactive and comprehensive approach to withholding tax recovery.

Read more
The Rise of Queries & Tax Office Scrutiny: What It Means for Withholding Tax Reclaims

The Rise of Queries & Tax Office Scrutiny: What It Means for Withholding Tax Reclaims

Withholding tax (WHT) reclaims have become an essential process for investors and businesses operating across borders. However, tax authorities worldwide are increasing their scrutiny of reclaim applications, leading to a surge in queries, additional documentation requests, and potential delays. This heightened oversight is reshaping the reclaim landscape, making compliance more complex and time-consuming than ever before.

Read more
The Hidden Cost of Backlogged Withholding Tax Claims: Why Immediate Action is Essential

The Hidden Cost of Backlogged Withholding Tax Claims: Why Immediate Action is Essential

Many investors leave substantial withholding tax refunds unclaimed—not because they are ineligible, but simply due to administrative backlogs. While it may seem like a low-priority issue, delaying tax reclaims can have serious financial and operational consequences.

Read more
The Power of Data Consolidation in Asset Management & Withholding Tax Recovery

The Power of Data Consolidation in Asset Management & Withholding Tax Recovery

For asset managers working with multiple custodians, data fragmentation presents a significant challenge—one that affects not just operational efficiency but also the ability to maximise withholding tax recovery. Each custodian provides data in different formats, through separate portals, and at varying levels of detail. As a result, firms often struggle to gain full visibility into their portfolio positions and, critically, their tax exposures and reclaims.

Read more