Tax inefficient fund structures lost UK DB schemes £256m in 2019 – what is the solution for the institutional investor?

Tax-efficiency has become an important factor for fund performance in recent years – particularly for pension funds that suffer too much withholding tax (WHT) on the dividends of their pooled equity investments. This is because UK pension schemes, as tax-exempt investors, are entitled to reduced WHT on dividends from global equities under double taxation agreements.

Nick Horsfall, 14 September 2020

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