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

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

Pension funds are often entitled to reclaim 100% of their withholding tax (WHT) 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, you should ask, how much of it belongs to you.

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Finland Taxation Changes Spell Big Opportunities for Foreign Investors in 2020

Finland Taxation Changes Spell Big Opportunities for Foreign Investors in 2020

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 costs.

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

The W-8BEN-E Form: Using it 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 of the IRS’s W-8BEN-E form within the context of foreign withholding tax and what role it plays within the US’s FATCA process.

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

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.

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Foreign Investments: The Challenges of Withholding Tax

Foreign Investments: The Challenges of Withholding Tax

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 the dark when it comes to the complex maze that is foreign dividend withholding tax benefits – An often overlooked aspect of profit contribution despite it adding considerably to ROI.

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DTT Withholding Tax Reclaim. Made Easy.

DTT Withholding Tax Reclaim. Made Easy.

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.

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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.

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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

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.

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