Why Custodians Are Under Pressure to Prove Tax Compliance

In today’s financial environment, custodians are under growing pressure to prove tax compliance—particularly regarding dividend tax and withholding tax (WHT). Regulators around the world are enforcing stricter rules and demanding transparency. As a result, custodians now carry greater responsibility for tax-related matters. Their role extends beyond safeguarding assets to ensuring compliance with complex global tax […]

Digitising Your Tax Documents: What You’ll Need for 2025 Claims

As global tax regulations grow more complex, investors and financial professionals are turning to digitisation to simplify tax compliance and maximise recovery. For 2025 claims, especially those involving dividend tax and withholding tax (WHT), having your tax documents in a digital and organised format is essential. This article explains why digitising your tax records matters, […]

How the Global Forum Boosts Transparency and Tax Cooperation

In today’s economy, tax compliance and cooperation are more important than ever. One of the most influential initiatives shaping international tax policy is the Global Forum on Transparency and Exchange of Information for Tax Purposes. Established by the OECD, the Global Forum plays a key role in promoting transparency, tackling tax evasion, and improving cross-border […]

A-Z of Withholding Tax Reclaims on Dividends

by Joao Cavel A • Administrative Support: Global Tax Recovery expertly handles the intricate paperwork and complex administrative tasks required to reclaim withholding taxes, simplifying the process for investors. B • Beneficial Owner: The legal individual or entity entitled to dividend income, qualifying them to reclaim withheld taxes. C • Certificate of Tax Residency: An […]

Why You Need to get Tax Experts to Reclaim Your Dividend WHT for You

Reclaiming withholding tax on dividends can be a complex and daunting task, especially for investors unfamiliar with the intricacies of international tax laws. However, reclaiming dividend WHT is crucial to maximising investment returns. By enlisting the help of tax experts, investors can navigate this process more efficiently and effectively. This article delves into the reasons […]