Cloudy with a Chance of Windfalls
As the New Year approaches there are many institutional and private investors who are in for a nasty shock. They are just about to give away chunks of their investment performance alpha to a whole bunch of foreign governments…
“I Want My Money Back!” Questions To Ask About Tax Reclaims
If you’re an institutional investor, here are five questions that you should be asking. I use these as benchmarking tools and you can find them in chapter 12 of my book ‘Investment Withholding Tax – Best Practice and Strategies for Intermediaries and Investors’...
Tax Is A Product, Not A Task
Most custodians I meet view tax processing as an administrative task, not as a product opportunity. It’s like a grain of sand in their shoes. As a result, it’s badly understood at management levels, and therefore under-resourced and under-delivered. When the Good...
Benchmarking: Custodians
Ross McGill addresses the issues custodians face in regards to successfully benchmarking tax reclamations since so many factors affect the process.
NEW RELEASE
Ross McGill, Chris Haye and Stuart Lipo explore the global anti-tax evasion frameworks BEPS, CRS, AEoI, FATCA and examine the practical operational issues these frameworks present in: GATCA: A Practical Guide to Global Anti-Tax Evasion Frameworks.