Swiss Life Holding AG Dividend Withholding Tax

Swiss Life 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 Swiss Life 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

Swiss Life Holding AG is a Swiss financial services company providing life insurance, pensions, and financial solutions to both private and corporate clients. They operate in Switzerland, Germany, France, Luxembourg, and the UK, and are known for their long-term, sustainable investing approach. Swiss Life offers a range of products including life, pension, health, annuity, and investment-type policies, as well as disability coverage.

Issuer: Swiss Life Holding Ltd

Domicile: Switzerland

Sector: Insurance companies

ISIN: CH0014852781

Instrument Type: Equity

Current Dividend Policy: Annual

Number of Securities: 28532982

Date	Div-Type	Frequency	Ex-Date	CCY	Gross
2025	Ordinary dividend	Annual	16.05.2025	CHF	35
2024	Ordinary dividend	Annual	17.05.2024	CHF	33
2023	Ordinary dividend	Annual	03.05.2023	CHF	30
2022	Ordinary dividend	Annual	26.04.2022	CHF	25

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.