Taxology

established in 2016

Discover our History

We assist institutional investors with their global withholding tax relief and recovery in the widest sense.
TAXOLOGY

Since its establishment in 2016, Taxology has helped institutional investors recover tens of millions in withholding tax. And attain total control of their global withholding tax position.

2017

Launch of our withholding tax recovery solution Protocol

Our withholding tax experts have decades of combined experience as tax advisors to the financial services industry, and as in-house tax counsel with institutional asset managers. Among our clients are pension funds, investment managers, investment funds, charities an endowment funds in Europe and North America. In 2017, we released the first version of Protocol, our proprietary cloud platform for managing global withholding tax recovery. In 2021, our withholding tax reclaims exceeded USD 60 million.

Our vision and mission

Our vision is to develop and operate the world’s leading integrated service and software platform for global withholding tax relief for all portfolio investors. Within this overarching vision, our mission is to enable any investor to effectively and efficiently obtain the withholding tax relief they are entitled to in any market, and attain control of their withholding tax position. We aim to achieve this through our global reach of withholding tax relief services and automation of withholding tax relief processes through our proprietary software platform “Protocol”.
2017

Launch of our withholding tax recovery solution Protocol

Our withholding tax experts have decades of combined experience as tax advisors to the financial services industry, and as in-house tax counsel with institutional asset managers. Among our clients are pension funds, investment managers, investment funds, charities an endowment funds in Europe and North America. In 2017, we released the first version of Protocol, our proprietary cloud platform for managing global withholding tax recovery. In 2020, our withholding tax reclaims exceeded USD 60 million.

Our vision and mission

Our vision is to develop and operate the world’s leading integrated service and software platform for global withholding tax relief for all portfolio investors. Within this overarching vision, our mission is to enable any investor to effectively and efficiently obtain the withholding tax relief they are entitled to in any market, and attain control of their withholding tax position. We aim to achieve this through our global reach of withholding tax relief services and automation of withholding tax relief processes through our proprietary software platform “Protocol”.