Our Expert Blogs
Withheld Tax: US Pension funds The dividends earned on investments in foreign stocks are frequently taxed at a higher rate. These rates vary by country. An investor may qualify for a partial return of this withheld tax depending on their country of residency. However, there are some investors that are completely tax-exempt. An example of […]
If you are searching for more information regarding dividend tax withholding, you have come to the right place. We hope we have addressed any questions or concerns you might have. Global Tax Recovery is here to help regardless of the complexity of the withholding tax recovery process. Does every nation apply a withholding tax to […]
The French tax authorities (FTA) released an update on August 12, 2020. The update states that non-EU collective investment funds (CIFs) must adhere to specific requirements to qualify for withholding tax exemptions on dividends from a French source. Foreign investors looking to enhance their French-sourced dividend income must understand these requirements to reclaim French dividend […]
At the beginning of your investment journey, you might start investing with a combination of exchange-traded funds (ETFs), mutual funds, and other investments when you develop your investment portfolio. But if your funds expand, you might want a strategy more tailored to your personal investment needs. With a separately managed account (SMA), you have more […]
What is Foreign Dividend Withholding Tax? Foreign dividend withholding tax (WHT) is a tax withheld from dividends paid to shareholders of companies. The law of the country where the company is domiciled determines the amount of the foreign withholding tax. It can vary significantly from one jurisdiction to another. Foreign tax authorities charge withholding tax […]
Collective Investment Trusts: Tax Exempt or Not? There are investment funds specifically created for qualified retirement plans. These are called collective investment trusts (CITs) and they are investment funds that are operated by banks and trust organisations. CITs are gaining popularity as they are simpler to use and are an important instrument in creating a […]
For investment funds, reclaiming international withholding tax is a necessity as many of these funds are subject to double taxation. However, many insurance funds do not recover withholding tax sufficiently. Let’s discuss why. Investment funds have been successfully recovering tax on dividends and interest since the “Fokus bank” case almost two decades ago. Besides the […]
Withholding Tax (WHT) will significantly impact the returns of your foreign investment portfolio. How can you ensure you get the most back from your cross-border investments? That’s easy – make certain you reclaim withholding tax back from your foreign investment dividends. Withholding tax can be reclaimed in three ways: Following the stipulations of Double Tax […]
Several investors are tax-exempt, one such investor being a pension fund. In most cases, pension funds lose approximately 30% of their investment income due to withholding tax (WHT). Regular beneficial owners are generally entitled to recover half of the withholding tax that has been deducted. However, pension funds and other zero-rated beneficial owners/investors are often […]
Transparent funds are becoming increasingly popular amongst investors. Are they the best vehicle for international investment reclaims? Let’s look at the structures of transparent funds – also called look-through funds – and see how they could impact your withholding tax (WHT) returns. What we will discuss in this article: ● Complex and transparent fund structures● […]