Custody tax oversight
We analyze your custodian's withholding tax recovery service to ensure it's working effectively and help you make the most of what your custodian offers.
Withholding Tax Solutions for Institutional Investors and Asset Managers
Increase net portfolio returns by streamlining custody oversight and optimizing global withholding tax reclaims
Services
Custody tax oversight and global withholding tax reclaim
Optimize withholding tax recovery | Improve operational efficiency | Reduce compliance risk
Global withholding tax reclaim
We reclaim withholding tax opportunities that fall outside the scope of your custodian's offering, like "ECJ reclaims" or reclaim markets not serviced.
Solution
Our leading solution Protocol
Our technology platform Protocol is for institutional investors and asset managers who need a structured, highly efficient and proactive approach to custody tax oversight and global withholding tax recovery.
Optimize your
withholding tax recovery
Protocol captures custody tax services gaps and non-custody tax reclaims as they arise, preventing delays or forfeiture. Automated task prioritization and notification helps meet dealines and boosts withholding tax recovery.
Operational
excellence and efficiency
Leverage Protocol's process automation and ongoing income and custody tax data validation and analysis to recover more with fewer resources.
Comprehensive
oversight and control
Maintain full oversight over your custodian’s recovery service and your non-custody withholding tax reclaims in an intuitive dashboard that organizes and tracks all required actions.
Insights
Show all insights Practical global withholding tax insights
Stay updated on global withholding tax changes, rates, treaties, reclaim opportunities, and case law.
DECEMBER 22, 2025 • 5 minute read
Proving Treaty Entitlement for U.S. Group Trusts: Lessons from a Recent Spanish TEAC Ruling
A Spanish TEAC ruling shows how U.S. group trusts must prove beneficiary-level residence to obtain Spain–U.S. treaty withholding tax relief.
Tax news
DECEMBER 11, 2025 • 8 minute read
Withholding Tax Reclaims in Luxembourg
Explore Luxembourg's dividend withholding tax, its rates, exemptions, and reclaim opportunities under double tax treaties.
Knowledge hub
DECEMBER 8, 2025 • 4 minute read
Belgium to increase withholding tax on dividends – what this means for foreign investors
Belgium’s latest adjustments to the withholding tax (WHT) regime has sparked substantial debate among tax practitioners when it comes to the increase of the reduced rate on dividends under the VVPRbis mechanism.
Tax news
Ready to optimize your withholding tax recovery?
Find out how we can help you optimize your withholding tax recovery.