IA Webinar: Navigating the Evolving Withholding Tax Landscape
Description
The withholding tax landscape continues to evolve, driven by heightened scrutiny from tax authorities, ongoing European litigation, and sweeping regulatory reforms such as the EU’s FASTER Directive. This joint webinar with WTax will provide attendees with an overview of current cross-border WHT challenges and opportunities, with a particular focus on how they are affecting UK and EU investment and pension funds. We will aim to deliver both a technical and commercial perspective and provide practical, market-relevant insights that resonate across the investment chain.
This webinar is a taster of one of the many topics being covered at this years IA Tax Conference, find out more!
WHY ATTEND
What you will learn:
- Growing Tax Authority Scrutiny and Volatility: Tax authorities globally are increasing their scrutiny, with a growing focus on beneficial ownership, economic substance, and treaty misuse, though interpretations remain inconsistent and continue to shift across jurisdictions. This session will offer practical guidance on how to navigate this evolving landscape.
- EU Law Reclaims – Legal Precedents and Practical Obstacles: Update on key ECJ rulings and national litigation trends, highlighting reclaim opportunities and emerging claim angles for investment funds and pensions.
- FASTER Directive – The Opportunity and the Operational Risk for Cross-Border Investors: An overview of the FASTER Directive’s potential to streamline withholding tax relief across the EU, alongside the operational challenges posed by divergent national implementation, discretionary exclusions, and the practical impact on funds.
- Industry Perspective: Market insights into how firms are responding commercially, including interest in outsourcing complex reclaims and investing in technology for tax documentation and compliance.
SPEAKERS
- Chris Hewitt, Head of Tax, The Investment Association
- Teneal Venter, Head of Tax Technical Research, WTax
- Liam Ilić, Director – Head of Partnerships and Channel Management, WTax
PRICING
Free for IA members
PARTNER
Partner:
WTax manages and maximises foreign withholding tax relief and reclaim entitlements for investors and financial institutions. We consistently increase investment performance by up to 52 basis points per annum for over 1000 clients globally, through optimising market coverage, shortening refund timelines, and improving cash flow.
Our scalable and transparent tax solutions, coupled with our in-depth technical expertise, reduce the administrative burden for our clients, saving time and allowing them to focus on their core investment activities.