WTax

In today's investment landscape, ESG considerations are critical for institutional investors and asset managers. While social and environmental impacts receive much attention, diligent recovery of withholding tax is an essential aspect of good governance. Reclaiming all available withholding tax maximises returns and strengthens stakeholder trust. Explore our infographic for insights on ESG-aligned asset management and the role of withholding tax recovery. For more insights, read our recent article - https://lnkd.in/eyXj8XHH #ESG #WithholdingTax #AssetManagement #InstitutionalInvestors #TaxRecovery #Governance

In today’s financial landscape, the time value of money is paramount. Delays in recovering excess withholding tax not only create opportunity costs, but they also hinder reinvestment potential and growth. Understanding the financial impact of these delays and the advantages of a proactive, outsourced approach can significantly improve returns. Are you ready to uncover the true cost of waiting? https://lnkd.in/dZtUxVaS #WithholdingTax #TaxRecovery #Investment #AssetManagement #FinancialStrategy

The WTax Team, Paul Sprenger, Jason Yule, Reuben John and Harry Drysdale, have arrived at the Informa Connect Operational Taxes for Investment Firms Conference. If you're attending, feel free to connect with our expert team to discuss your withholding tax recovery process. #opstaxinvestment #taxnews #withholdingtax #events

Join us on 30 October for a webinar with Keagan Ireland and Julia Bricker, where we’ll explore strategies for non-profit organizations to recover foreign withholding taxes on dividend and interest income. Learn how to optimize reclaim processes and enhance your financial performance. Register here - https://lnkd.in/gy7qPrkb #Webinar #WithholdingTax #NPOs #Endowments

WTax is proud to sponsor the upcoming Informa Connect Operational Taxes for Investment Firms Conference. Our team - Jason Yule, Reuben John, Paul Sprenger, and Harry Drysdale - will be on-site to discuss your withholding tax recovery needs and answer any questions. We look forward to connecting with you next week. https://lnkd.in/eBMiStCY #opstaxinvestment #taxnews #withholdingtax #events

Thank you to everyone who participated in our recent poll!    We asked whether you prefer the efficiency of a digital portal or the personal touch of a service executive when using an outsourced provider. The results were almost evenly split—44% for digital efficiency and 56% for personalised service.   At WTax, there’s no need to choose. Our service offers both options, combining technology and expert support to meet your needs.   #withholdingtax #wtax #taxrecovery #clientservice #digitalandpersonal

US Regulated Investment Companies can encounter unique withholding tax challenges when investing internationally. As a result, fund managers may not be aware of all available recovery opportunities and miss out on significant reclaims due to the technical complexities and administrative burdens involved. Our latest blog post explores these issues in depth and highlights how WTax can support RICs in navigating these challenges to optimize reclaim success. Learn more here: https://lnkd.in/esUtyEHN #RICs #Funds #WithholdingTax #Dividends #Investment

At WTax, our expertise in withholding tax recovery is driven by a deep understanding of global tax regulations and a commitment to navigating complex challenges.   In a recent interview, Lelanie Marais, our Head of Tax Technical, sheds light on how her team’s specialised knowledge and proactive approach ensure clients maximise their withholding tax recovery in an increasingly complex regulatory environment. Click here to read the full interview - https://lnkd.in/dzKeP8TW   #TaxTechnical #WithholdingTax #TaxRecovery #WTax #Expertise #ClientSuccess

Poll: What's Your Preference When Using an Outsourced Provider? When partnering with an outsourced provider, what’s more important to you? Do you prefer the self-service capabilities of a digital interface/portal, or do you appreciate the personalised attention from a dedicated service executive? Let us know your preference below!

At WTax, our success stems not only from our innovative services but also from our outstanding people. In a recent interview, Nicole Lieman, our Head of People and Development, highlights WTax's commitment to fostering a positive workplace culture that attracts and retains top talent while driving growth and innovation through a people-first approach. Click here to read the full interview - https://lnkd.in/eTzJeJ5C #Leadership #WorkplaceCulture #TalentDevelopment #WTax #Growth