Helvetia Holding AG Dividend Withholding Tax

Helvetia Holding AG shareholders are losing out on valuable dividend income due to unclaimed withholding tax.
Global Tax Recovery is here to help you maximize your returns.
Our expert team specialises in navigating complex Swiss regulations to ensure you recover every cent of the withholding tax on your dividend you’re entitled to.

Don’t leave money on the table.
Take action today and let Global Tax Recovery simplify the process for you. Secure your financial future by reclaiming what’s rightfully yours.

When Helvetia Holding AG (Swiss Domiciled Company) pays a dividend of CHF 1000 – it immediately gets taxed at the Swiss Statutory Tax Rate of 35% (CHF 350) irrespective of who the shareholder is.

However due to a Double Tax Agreement between Switzerland and various other countries, foreign residents are entitled to the preferential Double Tax Agreement Rate of 15% (CHF 150).

Therefore, the differential of CHF 200 (CHF 350 – CHF 150) is recoverable in its entirety, but is retained by the Foreign Tax Office until all the complex administrative procedures and filing requirements are met.

CONTACT OUR RECLAIM EXPERTS

Helvetia Holding AG is an internationally operating, multi-line insurance group headquartered in Switzerland. It provides a wide range of insurance products and services, including life and non-life insurance, reinsurance, and specialty lines. Helvetia serves both private individuals and SMEs across various sectors and operates through a network of distribution channels. 

Issuer: Helvetia Holding Ltd

Domicile: Switzerland

Sector: Insurance companies

ISIN: CH0466642201

Instrument Type: Equity

Current Dividend Policy: Annual

Number of Securities: 53025685

DateDiv-TypeFrequencyEx-DateCCYGross
2025Ordinary dividendAnnual29.04.2025CHF6.7
2024Ordinary dividendAnnual28.05.2024CHF6.3
2023Ordinary dividendAnnual03.05.2023CHF5.9
2022Ordinary dividendAnnual03.05.2022CHF5.5

Our thorough knowledge of complex international tax law, combined with our company’s extensive geographical footprint ensures that we resolve your dividend withholding tax reclaims successfully and timeously.