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

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.

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