US Withholding Tax Course Places Still Available
There are still some places available for our next course…
This is a 2-day intensive course covering US S.1441 NRA regulations and The Tax Extender’s Bill (FATCA), examining the basics, the history, operational compliance and future changes, led by industry expert, Ross McGill.
Location: London
Date: 23rd -24th March 2010
Cost: £975 per delegate.
NEW! |
If you are unable to be in London, you can still benefit from this course by attending online at a reduced price of £400 per delegate. |
If you attend online you will get the same high-quality training via a live video stream and the facilities to ask questions in real time, participate in group discussions and benefit from interactive workshop tasks.
NEW! |
We are also happy to provide substantial discounts to firms that book multiple delegates. Please email us at info@tconsult-ltd.com for details. |
“Our US Withholding Tax Course covers what is undeniably the most complex set of withholding tax regulations in the world. Not only have financial institutions got to contend with US S.1441 regulations – the so-called “QI” regulations, but also the FATCA regulations, which now run in parallel to them. The effects on both qualified and non-qualified intermediaries cannot be understated.”
Ross McGill, Course Presenter
The course will be beneficial for anyone responsible for compliance, risk management, client relationship management, client service strategy, fund or asset management, institutional investment and back office operations. We use practical workshops to go through the detail of how to comply and discusses best practices to make sure that beneficial owners are able to obtain the best possible tax rate based on the documentation available.

Ross McGill’s Latest Book Is Published
Of the $1.6 trillion of tax withheld by foreign governments on cross-border investment income, less than seven percent will, under current conditions, ever get back to the investors to whom it belongs. For decades the financial services industry has struggled with long-winded, complex, error-prone, paper-based back office and market processes to attempt such recovery. Investors have equally been poorly informed and educated on the availability of tax reclaims. In context, if the industry could improve performance to 93%, the funds recovered would cover all the write-offs and losses declared in the sub prime crisis to date by all financial services firms worldwide combined. Custody fees would rise by $4.2 billion, portfolio values would rise by 250 basis points all without a single additional trade.
Ross McGill’s new book, Investment Withholding Tax, provides information and practical guidance to financial services firms and investors to help them understand the issues involved, the regulatory and market trends and the practicalities of maximising returns on investment.
You can purchase a copy now from publishers Palgrave Macmillan.




