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Global Withholding Tax Reclaims Services

Our solutions to efficiently monitor your withholding taxes and get your money back

Your challenges

You must care about your underlying tax position, but you are facing to:

  1. Identification and monitoring of your portfolio’s tax risk exposure/ tax opportunities
  2. High level of expertise needed to monitor market changes and deal with clients/ tax authorities requests
  3. Lack of transparency on the ongoing WHT tax reclaim/reliefs
  4. Administrative burden due to non-harmonized filing processes
  5. Management of many stakeholders along the WHT reclaim/ relief processes
  6. IT budget approval to automate and enhance process efficiencies

"Our clients can now focus on their core businesses, have full control and oversight on their investments without the burden of the operational workload."

Pierre Kirsch, Partner at PwC Tax Information reporting Sàrl

Context

In today’s global economic context, the actors of the Financial Sector (Banks, Insurers, Asset Managers, Family Office) are currently experiencing low return on debt and equity investment.

The withholding tax applied on the incomes derived from the investments significantly decreases the net return on income (generally from 15% to 30% for dividends) and therefore recovering the excess of tax based on the reduced double tax treaty, national provisions or CJEU (European Court of Justice) base rate will help you enhancing financial clients’ portfolio performance.

Tax reclaim is a fastidious, complex and time-consuming procedure with heavy documentation requirements, highly dependent on local tax authority’s reactivity and requirements. Each jurisdiction has its own withholding tax rates depending on the investor type and investment country, its eligibility criteria to benefit from reduced rates, filing procedures which require broad and deep technical expertise.

Our Global Withholding Tax Reclaim Services

We can help you manage your operational challenges and capture your cash back opportunities of reclaims based on Double tax treaties, EU or National laws:

Our Global Withholding Tax Reclaim Services

Our services are supported by innovative digital solutions with extensive market coverage and constantly updated with market changes.

Our Global Withholding Tax Reclaim Services
Global Withholding Tax Reclaims Services

Contact our experts for more information

Sidonie Braud

Tax Partner, PwC Luxembourg

+352 49 48 48 5469

Email

Pierre Kirsch

Tax Partner, PwC Tax Information reporting Sàrl, PwC Luxembourg

+352 49 48 48 4031

Email

Murielle Filipucci

Tax Partner, FS Tax Leader, PwC Luxembourg

+352 49 48 48 3118

Email

Julie Chaidron

Tax Director, PwC Tax Information reporting Sàrl, PwC Luxembourg

+352 62133 42 85

Email

Alexandre Hick

Tax Director, PwC Luxembourg

+352 62133 33 62

Email

Armelle Dath

Tax Senior Manager, PwC Tax Information reporting Sàrl, PwC Luxembourg

+352 62133 45 75

Email

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