Your Global Withholding Tax Partner

Recovery | Support | Reporting

  • Improve investment returns
  • Reduce reclaim administration
  • Integrate real-time reporting

Speak To A Tax Reclaim Specialist

Tailored withholding tax solutions for asset managers and asset owners with AUMs ranging from £50 million to £1 trillion+.

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Sophisticated and discrete withholding tax services for HNWIs, wealth managers, family offices, trusts and charities.

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Bespoke tax relief solutions for custodian banks, brokers and ICSDs with agile technology functionalities.

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What Makes us different

Fully Outsourced Recovery Services

We manage every step of the reclaim process including analysis, claim preparation, submission, handling tax office queries and refund reconciliation.

Industry Leading Technology

Our automated claim processing engine is tailored to your investment jurisdictions and legal structure, this combined with our client on-boarding portal, results in a streamlined recovery process.

Your Global Partner

With offices in 40 locations and a team of over 100 lawyers, accountants, actuaries and tax consultants serving clients in 107 countries, we have a team in place wherever you require assistance.

Only Pay For Success

We only charge a fee once a reclaim has been successfully refunded, ensuring positive recovery yields.

Years Of Experience

In-depth understanding of the process at each and every foreign tax office from decades of working together.

Research And Development

Our dedicated R&D team is at the forefront of all changes in tax legislation and actively monitoring developments to improve reclaim availability for our clients.

Wtax In Numbers – Our Global Reach

Founded

2000

Number of Legal Structures Covered

80+

Collective AUM of Clients Serviced

£7 Trillion +

Custodian Bank Relationships

150+

Our Partners

  • ACA Foreside
  • Struggling with your withholding tax filings?
  • Wondering if your fund performance is truly being maximised?
  • Unsure of your current withholding tax leakage?

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