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Foreign Withholding Tax Reclaim Specialists

Introduction to Global Tax Recovery

Global Tax Recovery are global specialists that provide investors with a simple and seamless turnkey solution to recovering excess withholding tax on foreign dividends, interest and royalties.

Global Tax Recovery is exclusively focused on withholding tax recovery and counts many of the world’s top-tier financial institutions, banks, asset managers and pension funds as our clients.

We manage the entire administrative burden and ensure a hassle-free claim process by handling the recovery from the beginning to end.

Our thorough knowledge of both international tax law and foreign tax office procedures ensure that we resolve your specific claim successfully and in the shortest possible time.

Our extensive geographical footprint and global network of specialists covers all the relevant investment jurisdictions and are on the ground waiting to assist. These teams can accommodate any client’s specific needs and are experts in their local jurisdictions.

Key Business Statistics

100 000+ Beneficial owners serviced globally

450 000+ Refund claims processed annually

50+ Investment structures recovered for

20+ Global offices

60% Increase in dividend yield for first time claimants

30+ Jurisdictions from which we have recovered WHT

100+ Custodians we work with

10 Dedicated staff members assigned to your account

What sets us apart?

An obsession with customer service and satisfaction as well as an authentic commitment to making this process hassle free, seamless and cost efficient for our clients


Speed Of Recovery

Based on data that we have received from our clients who previously used an alternative service provider, we can confirm that is most cases Global Tax Recovery takes a quarter of the time to recover



Global Tax Recovery is so confident in our cost effectiveness that we guarantee that we will bring down the Total Cost of Recovery by at least 20%    


Customer Experience

We pride ourselves in providing a best in class service. Global Tax Recovery Management are pedantic in keeping the client’s involvement to an absolute minimum 



Certified Acceptance Agents for the IRS

Global Tax Recovery is an authorised Certifying Acceptance Agent and acts under a written agreement with the IRS to assist individuals and other foreign persons.

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Unparalleled Transparency

Global Tax Recovery‘s reporting, both in terms of the cost and timing of recoveries, is exceptionally detailed. This allows clients to simply and easily reconcile the recoveries received with costs incurred.


Cutting-Edge Technology

Global Tax Recovery has developed the industry leading Fintech and proprietary withholding tax recovery software used to facilitate the solicitation, collection, processing and storage of hundreds of thousands withholding tax claims.


Complementary Data Analytics & Review

Global Tax Recovery provides complimentary data analytics to ensure optimal recovery efficiency. Where an alternative service provider was in place, Global Tax Recovery will perform a comprehensive review and reconciliation, ensuring that all historic dividends were both identified and recovered.


Customised Management Reporting

Management reports can be customised according to the particular requirements of our clients.


No Minimum Values/Thresholds

Global Tax Recovery does not impose a minimum value when recovering claims on behalf of our clients. Our only consideration is that the recovery exceeds the cost of the recovery.

How the Reclaim Process Works

Client engages with Global Tax Recovery

Client or Broker provides beneficial owner data

Global Tax Recovery provides clients with a refund estimation report quantifying the recoverable opportunity

A dedicated customer relationship manager is allocated and a client account is created and added to Global Tax Recovery's proprietary online client portal

Global Tax Recovery collects all the relevant supporting documentation required for submission

Reclaim form is procured, completed and submitted to the tax office

Client can track progress of claim at their convienience, in real time, via online client portal

Refund is received, reconciled and paid to each specific beneficial owner

DiviBack™ was created by Global Tax Recovery to facilitate the solicitation, collection, processing and storage associated with the reclamation of foreign withholding tax.

DiviBack™ securely solicits, collects, processes, shares and stores confidential tax documentation connecting the various participants in the reclamation process.

Where appropriate, DiviBack™ eliminates the need to send paper from point A to point B and allows the easy sharing and reuse of tax documentation in its secure electronic environment.

Our FinTech has been specifically designed for secure online and offline use. Our virtual and physical security options are designed to securely back up and store information, whether to the cloud or with Global Tax Recovery’s physically secured hardware.

A Few of Our Valued Clients