WTax

Is your fund’s capital tied up in foreign withholding tax reclaims, with a waiting period of 12 to 48 months? This delay doesn’t just affect returns it also exposes your investments to inflation risk, eroding value over time. Discover how WTax’s Claim Monetization solution unlocks immediate value from your WHT assets, optimizing your financial strategy and maximizing returns. Don't let your capital sit idle - take control today. Click here to read the full article - https://lnkd.in/eSMG9Gm5 #WithholdingTax #ClaimMonetization #Investment #Funds

Reflecting on insights from our report, "Outsourcing & Tax Trends in the Financial Sector," co-produced with WBR Insights, it’s clear that managing withholding tax processes is a major pain point for many firms.   Interviews with 100 senior investment leaders revealed that 85% found complex and time-consuming tax processes and paperwork to be a very significant challenge.   This statistic underscores the critical need for efficient tax recovery solutions.   Speak to a withholding tax expert today and discover how WTax can help streamline your withholding tax recovery and enhance your investment outcomes: https://lnkd.in/eu45wKAf   If you haven’t had the chance to review the report, you can download it here: https://lnkd.in/gJSMDNeU #WithholdingTax #Outsourcing #InvestmentOperations

If you're managing withholding tax recovery for a US pension plan, the complexities can pile up quickly, causing missed reclaim opportunities and lost returns. Join us for an upcoming webinar where experts Julia Bricker and Jason Yule will dive into withholding tax recovery for US pensions. The session will cover: ● Withholding tax recovery fundamentals ● Key challenges for US pension plans ● The financial impact of missed reclaims ● WTax's solutions Register here - https://lnkd.in/eRVdEqKa #Pension #401k #Retirement #WithholdingTax #Webinar

Happy International Relaxation Day, 15 August! In the fast-paced world of finance, it’s easy to forget the importance of taking a moment to breathe and unwind. At WTax, we understand that reclaiming excess withholding tax can be a stressful and time-consuming process for institutional investors. That’s why our technology-driven solutions are designed to take the burden off your shoulders, allowing you to focus on what truly matters—your investments and your peace of mind. Let us handle the complexities, so you can relax and enjoy the returns. #InternationalRelaxationDay #WithholdingTaxRecovery #WTax #InvestWithEase

At WTax, our commitment to excellence is driven by the expertise and dedication of our teams, who specialise in end-to-end withholding tax recovery for institutional investors. In this series, we highlight the various divisions within our company, showcasing the depth of our knowledge and the passion behind our services. We start with the Service Department, where Julia Bricker, Managing Director for North America, shares her insights on client challenges, our tailored solutions, and the unique strengths that distinguish WTax in the industry. Read the full article here - https://lnkd.in/gUCh_PCz #TaxNews #WithholdingTax #ServiceExcellence #Interview

Test Your Knowledge: Participate in Our Latest Poll! At WTax, we're dedicated to helping investors reclaim excess withholding tax on dividends efficiently. Understanding the ownership requirements is crucial for maximising your recovery. Explore how our expertise can guide you through the complexities and ensure you get the most out of your withholding tax reclaims by contacting us today- https://lnkd.in/e7spD-4G #TaxReclaim #WithholdingTax #FinanceInsights #TaxKnowledge

WTax's Head of Processing Operations, Madonna-Leigh Hendry, recently sat down with Asset Servicing Times to discuss all things withholding tax, processing, financial services operations, and outsourcing. Her invaluable insights shed light on the industry's evolution and WTax's role in shaping it. Don't miss out on this valuable discussion. Click the link to access the latest issue online for free - https://lnkd.in/eGJd_VPQ #WithholdingTax #AssetServicing #Outsourcing #InvestmentOperations

Pension funds investing in European markets face significant challenges and opportunities when reclaiming excess withholding tax. With recent legal developments and rulings from the European Court of Justice, it’s crucial to understand the landscape and how to leverage these opportunities effectively. Click the link below to read more. https://lnkd.in/eUqB2_yp #WithholdingTax #PensionFunds #ECJ #TaxReclaim

In the world of finance, outsourcing decisions often come with tough questions: Is it too costly? Will it really deliver ROI? At WTax, we address these concerns head-on. 💡 Contingency-Based Fees: With our contingency-based fee structure, you're always in a net gain position. No hidden fees, no unexpected costs—just results that boost your fund performance. 📈 Why WTax? Our success is tied to yours, ensuring that your outsourcing decision leads to tangible returns. Experience increased efficiency and enhanced performance while focusing on your core business functions. Download our full outsourcing insights report here: https://lnkd.in/gJSMDNeU Speak to a withholding tax expert today: https://lnkd.in/eu45wKAf #WithholdingTax #Outsourcing #InvestmentOperations #BackOffice

WTax is sponsoring InvestOps Europe 2024, the world’s leading investment operations conference. We look forward to seeing you there from September 23-25. #InvestOpsEurope #InvestmentOperations #WTax #Networking #Finance