EU equivalence rulings are changing how dividend withholding tax applies to institutional funds

Too many institutional investors still pay more dividend withholding tax (WHT) than they should on their investments. AMX research found that UK DB Pension schemes alone risk losing more than £200m a year because they are not investing in tax efficient fund structures. Aaron Overy and Kevin Duggan describe why it’s important to consider fund level tax relief as well as the tax status of the underlying investor.

Aaron Overy and Kevin Duggan, 16 June 2021

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