Spotlight on WTax’s Service Department: An Interview with Julia Bricker
At WTax, our commitment to excellence is deeply rooted in the dedication and expertise of our various departments. Specialising in providing end-to-end withholding tax recovery services for institutional investors, we strive to maximise withholding tax reclaim benefits. In this series, we spotlight the different divisions within our company, showcasing the depth of our expertise and the passion that drives our teams.
Navigating ECJ Reclaim Opportunities for Pension Funds
Pension funds investing in European markets face significant challenges and opportunities when reclaiming excess withholding tax. With recent legal developments and rulings from the European Court of Justice, it’s crucial to understand the landscape and how to leverage these opportunities effectively.
Outsourcing Investment Operations: Directing Focus Towards Strategic Priorities
The investment operations landscape is rapidly evolving, with an increasing shift towards outsourcing as institutional investors elect to remove the administrative burdens of peripheral tasks and focus on core business activities.
Are You Getting the Best Returns from Your Canadian Stocks? Optimise Your Withholding Tax Recovery
Navigating the complexities of withholding taxes can often leave investors and fund managers feeling overwhelmed. When investing in Canadian stocks, effectively reclaiming dividend withholding tax from Canada is paramount to maximising returns.
An Investor’s Checklist: Selected Key Documents for Cross-Border Withholding Tax Recovery
Navigating the intricacies of international investing can be a formidable challenge, particularly when it comes to managing withholding taxes on worldwide income. For institutional investors, the stakes are even higher, as the potential financial implications of not being familiar with or mishandling withholding tax related documents can be substantial.
Reclaiming International Withholding Taxes: Maximising Returns for a Tax-Exempt Organisation
As an investment team within a tax-exempt entity, such as a charity, non-profit organisation (NPO), endowment, or government entity, your role is crucial in driving your organisation’s mission forward.
The Move to T+1: Will it Impact Withholding Tax Recovery?
The industry move to a T+1 settlement cycle took place in the United States on May 28, 2024, while Canada transitioned similarly on May 27. Here’s an overview of what this change entails and its implications for investors, particularly in relation to withholding tax recovery.
Withholding Tax Efficient Investing: Four Investment Jurisdictions for Optimal Returns
A WTax guide to investment jurisdictions that may minimise your cross-border dividend withholding tax burden Are you a fund manager striving to optimise fund returns? Understanding the nuances of withholding tax is paramount, as minimising tax leakage and enhancing after-tax returns for investors can significantly improve your fund’s performance. Withholding tax, as imposed on dividend income generated from stock investments, presents a multifaceted landscape to navigate.