Bespoke Withholding Tax Solutions for:

  • Retail Banks
  • Wealth Managers
  • Family Offices
  • High-Net-Worth Individuals

Speak To A Tax Reclaim Specialist

Wtax Private Wealth Explained

Navigating The Complexities of the Foreign Withholding Tax Landscape Together

Tax Advisors
Wealth Managers
Foreign Tax Offices
High-Net-Worth Individuals
Foreign Issuers
Private Banks

At the heart of your reclaim network

A Service Model Tailored to Your Needs

Analysis

  • An analysis is discretely performed using anonymised data to assess the reclaim opportunity for the investor.

Digitised Onboarding

  • We facilitate the collection of all required information, enabling the pre-population of reclaim documents.
  • Our secure platform reduces paperwork and time required to file claims, accelerating refund timelines.

Data Aggregation

  • We collate supporting documentation from all parties within the withholding tax processing chain.

Support

  • Access to a dedicated Client Service Executive to help you every step of the way.
  • All claims can be tracked from submission to refund using our state-of-the-art Client Reporting Portal.

Fees

  • Receive confirmation of your refund payments in real time.
  • Contingency-based – If we do not get you a refund, we will not charge you any fees.

Our Technology

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