---
title: Tax News | Withholding Tax Recovery Guides | WTax (2)
description: WTax's series of withholding tax blogs.  (2)
---

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### [![The Question US RIC Managers Should Be Asking in 2026: Is 40% of Your Withholding Tax Still Unfiled?](https://blog.wtax.co/hubfs/various-financial-documents-2026-01-08-00-08-34-jpg-1.jpg) The Question US RIC Managers Should Be Asking in 2026: Is 40% of Your Withholding Tax Still Unfiled? For many US investment managers managing US RICs and other investment funds, withholding tax recovery is structured around statutory deadlines. Read more](https://blog.wtax.co/wtax-blog/us-ric-unfiled-withholding-tax)

### [![The Dutch Pension Transition: Why Net Return Discipline Is Becoming Critical for Asset Managers](https://blog.wtax.co/hubfs/Copy%20of%20Add%20a%20heading%203.jpg) The Dutch Pension Transition: Why Net Return Discipline Is Becoming Critical for Asset Managers The Dutch pension sector is entering the most significant structural reform in its history. Read more](https://blog.wtax.co/wtax-blog/dutch-pension-transition)

### [![Starting 2026 with Clarity: Strengthening Withholding Tax Recovery Fundamentals](https://blog.wtax.co/hubfs/checklist.jpg) Starting 2026 with Clarity: Strengthening Withholding Tax Recovery Fundamentals The start of a new year is a natural moment for investment managers and asset owners to review the processes that sit beneath portfolio performance. While asset allocation and market developments will continue to evolve throughout 2026, the effectiveness of core operational processes remains a constant driver of net outcomes. Read more](https://blog.wtax.co/wtax-blog/starting-2026-with-clarity)

### [![WTax and Ultimus Partner to Deliver Global Withholding Tax Relief to US Investors](https://blog.wtax.co/hubfs/Header%20image%20(5).jpg) WTax and Ultimus Partner to Deliver Global Withholding Tax Relief to US Investors Ultimus integrates WTax as its default solution for foreign withholding tax relief documentation, management, and reclaim services. Read more](https://blog.wtax.co/wtax-blog/wtax-ultimus-partnership)

### [![A 2025 Year End Review: Key Developments, Insights and Advancements in Withholding Tax Recovery](https://blog.wtax.co/hubfs/calendar-2025-01-09-12-24-23-utc.jpg) A 2025 Year End Review: Key Developments, Insights and Advancements in Withholding Tax Recovery As 2025 comes to a close, the withholding tax landscape has continued to shift in meaningful ways. Markets experienced regulatory updates, influential court activity and growing administrative complexity, while technology played a larger role in improving speed, accuracy and transparency in withholding tax recovery. Read more](https://blog.wtax.co/wtax-blog/2025-year-end-review)

### [![Year End Assessment: Top Questions to Evaluate Your Withholding Tax Recovery Provider](https://blog.wtax.co/hubfs/evaluate.jpg) Year End Assessment: Top Questions to Evaluate Your Withholding Tax Recovery Provider As the year comes to a close, many institutions take stock of what worked well and where improvements can be made. Withholding tax recovery is often one of the overlooked operational functions, yet it can have a meaningful impact on fund performance. Looking back over the past twelve months provides a clear opportunity to evaluate whether your current withholding tax recovery provider delivered the outcomes, visibility and operational support your portfolio required. Read more](https://blog.wtax.co/wtax-blog/year-end-assessment)

### [![FundApps and WTax announce strategic partnership to help investors navigate cross-border complexity](https://blog.wtax.co/hubfs/Header%20image%20(3).jpg) FundApps and WTax announce strategic partnership to help investors navigate cross-border complexity Read more](https://blog.wtax.co/wtax-blog/fundapps-wtax)

### [![Additional Alpha From Accuracy: The Cost of Small Errors in Withholding Tax Recovery](https://blog.wtax.co/hubfs/business-finance-background-2024-10-17-02-26-42-utc.jpg) Additional Alpha From Accuracy: The Cost of Small Errors in Withholding Tax Recovery Institutional investors are acutely aware that every basis point counts. In a competitive market, where fee compression and heightened governance expectations are constant, finding new sources of value is critical. One such source sits outside the portfolio itself: withholding tax recovery. Read more](https://blog.wtax.co/wtax-blog/alpha-from-accuracy)

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