Goal TaxBack
Delivered within a service provision environment, and using our own GTRS technology, Goal Taxback provides an outsourcing capability for those clients who, in the quest to reduce costs, minimize risk and leverage the latest technologies view outsourcing as a viable solution to remaining competitive in their marketplace.
This service is used by Custodians, Hedge Funds, Private Banks, Prime Brokers, Family Offices and Fund Managers.
Taxback Process
Goal Taxback will undertake all the work necessary to recover excess withholding tax suffered on foreign income by utilising our proprietary software together with all the knowledge and expertise gained through years of experience in the business. All we require to implement this service is some simple documentation to be completed. Our fees are attractively priced on a flexible scale to ensure that you, the client, get the benefit you are entitled to. In addition to performing the withholding tax reclaim services we offer an extensive suite of reports in a variety of formats, the content of which can be tailored to meet your specific requirements, thus enabling you to track and monitor the status of your reclaims throughout their lifecycle.
We are a member of SWIFT and can readily accept income data and communication via structured and free-format messaging.
Alternatively data can be transmitted to us via secure FTP or in excel or csv format. All of these formats are automatically imported into GTRS to instigate straight-through processing.
Our fees are either a fixed charge per reclaim or a percentage of the amount reclaimed.
For further information, please contact Stephen Everard by email at severard@goalgroup.com. Alternatively, contact Goal Group on +44 (0) 20 8760 7130
