EXPERTISE
Turning tax complexityintoportfolio efficiency.
Advanced reclaim expertise for global investment portfolios.
Tax Operations as a Service
We assume operational responsibility for the entire withholding tax reclaim process.
From identification and documentation to coordination with custodians, tax authorities and client internal teams. Fully outsourced, hybrid or automated, configured to each client's structure.
Global tax operating partner
Local expertise across 25+ European and international jurisdictions.
Flexible operating models
Fully outsourced, hybrid customised or fully automated.
End-to-end coordination
With custodians, tax authorities and client internal teams.
Success-fee model
You only pay when we recover. No integration costs.
Specialistcapabilityacrossallmajorwithholdingtaxreclaimmechanisms.CJEUandUFLIrepresentourclearestpointofdifferentiation.WearetheonlyoperatorintheSpanishmarketwithactive,provencapabilityacrossbothroutes.
CJEU
Reclaims based on European Court of Justice jurisprudence, recovering discriminatory withholding tax that traditional processes routinely overlook.
UFLI
A pioneering indirect reclaim mechanism for Spanish funds investing through Luxembourg fiscally transparent vehicles into U.S. equities.
Standard DTT Claims
Traditional post-payment reclaim under double taxation treaties, recovering excess withholding tax on dividends and coupons to enhance net returns.
Relief at Source
The upfront application of reduced treaty tax rates to prevent excess withholding at payment, improving cash flow immediately and reducing reclaim waiting times.
AI-native proprietary platform
Every automated process is overseen by a dedicated support manager who ensures accuracy and continuity at every stage.
Reduced admin burden
Automation of repetitive tasks that previously required manual intervention.
Lower human error risk
Systematic cross-validation at every step of the process.
Advanced client portal
Real-time portfolio, reclaim and reporting visibility.
Digitised onboarding
Fast and secure onboarding with integrated digital signatures.
Bulk processing
High-volume reclaim management with scalable efficiency.
Secure data handling
Encrypted document management and storage compliant with institutional data security standards.
Automated checks
Automatic validation of eligibility, documentation and deadlines.
Regulatory monitoring
Continuous tracking of changes in withholding tax rules across all covered jurisdictions.
FASTER ready.
The EU directive imposes materially higher procedural and technology requirements on all market participants. We already meet those standards, and our clients benefit from that operational readiness today.
International scale.
Our tax professionals operate across all jurisdictions covered by double tax treaties with direct contact with local tax authorities.
Local authority expertise.
Unique differentiation in the Spanish market. Specialist positioning for claims involving the Spanish tax authority.
Let's talk.
Our team analyses your positions and presents a no-obligation recovery estimate.
Speak with an expert