WTax assists pension funds, provident funds and asset managers in the recovery of withholding tax on foreign investments, across 34 jurisdictions. WTax utilises all reclaim methodologies, in order to maximise recovery yields.
WTax assists high net worth individuals, family offices, trusts, special purpose vehicles, charities and foundations in the recovery of withholding tax on direct foreign investments, held through segregated accounts. WTax has developed an internal system to process lower value claims at scale, allowing the expansion of the business into the private wealth market.
We take care of all the bureaucratic and administrative work on behalf of our clients. Recovering withholding tax through WTax is fast and hassle-free.
Every client is assigned a dedicated relationship manager, ensuring clients are kept informed throughout the claim processes and that all clients’ needs are promptly met.
Reasons to use our service:
The WTax success fee model means that clients only pay if a withholding tax claim is successful. We do not charge clients if there is no recovery.
Dealing with global tax offices entails navigating a multiplicity of complex regulations and protocols. Wherever a client needs to claim, we have an experienced team on the ground, speaking the local languages, to ensure the process is fast and thorough.
Our goal is always maximum recovery in the shortest possible time. Custodian banks frequently leave as much as half a client’s potential returns unclaimed. Our focus and experience ensure maximum returns on withholding tax for every client.
Our systems enable us to process claims with exacting precision. With our unique online client portal, clients have seamless access to reporting at each stage of the reclaiming process.
WTax takes care of the entire claims process on behalf of our clients, while ensuring each step is fully transparent.
