+41 43 430 0620
WTax Private Wealth video WTax Service Explanation video Speak to a Tax Reclaim Specialist arrow

Our Services

Institutional Service Offering

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.

Private Wealth Service Offering

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.

Do you think you are suffering withholding tax losses
due to your foreign investments?

Speak to a Tax Reclaim Specialist

WTax makes claiming
withholding tax easy, efficient
and cost effective

Leave the heavy lifting to us

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:

  • Fiduciary duty to one’s members
  • Easily boost member returns

We value success.

If there is no recovery, there is no fee

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.

Why specialist local knowledge matters

Our local teams understand the unique complexity of each jurisdiction.

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 technology
gives you an edge.

WTax’s proprietary technology is
ISO 27001 compliant.

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.

The Recovery Process

WTax takes care of the entire claims process on behalf of our clients, while ensuring each step is fully transparent.

  • Once a client engages with WTax, we undertake a thorough analysis of the client’s claim and assign a dedicated Client Relationship Manager.
  • We ensure all the necessary documentation and information is obtained from the client, so we can effectively process the claim.
  • All necessary documents are then handled by a multiskilled processing team, which includes lawyers, chartered accountants and tax consultants.
  • An experienced local team engages with the relevant tax authority, securing a refund. The refund is then paid to the clients.
  • Throughout the claim process, the Client Relationship Manager keeps the client informed about the claim. With the WTax online portal, clients can track the process in real time.