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Withholding tax recovery is recurring, jurisdiction-specific and directly linked to net returns for Luxembourg investment funds. Yet recovery outcomes can vary significantly depending on the breadth of jurisdictional coverage, the speed at which claims are filed and the extent to which fund structure and more technical recovery routes are taken into account. Our latest blog article examines the structural factors that can limit recovery for Luxembourg funds and the value that may remain unrealized within existing frameworks. For a more detailed analysis, download our new whitepaper on optimizing withholding tax recovery for Luxembourg asset managers. Read the article and access the whitepaper here: https://lnkd.in/eMgBPRM6 #InvestmentManagement #InstitutionalInvestors #AssetManagement #FundManagement

Two forces define the securities class action landscape at the midpoint of 2026. Filing volumes in the US have fallen to their lowest level in a decade, yet the value attached to each case has risen sharply. 2026 is shaping up as one of the highest-value settlement years in the industry's history. Fewer cases, but materially higher stakes. For institutional investors, the question has shifted from how many actions are being brought to whether recovery processes can capture every entitled claim. Our Securities Class Actions Mid-Year Outlook 2026 sets out where the value sits and what it takes to capture it. 🔗 Download it here: https://lnkd.in/eq-W4TAT

What does it take to secure a refund from Italy? As Sian Mudaly explains, Italy's Supreme Court has issued a series of rulings confirming that its withholding tax on foreign funds is discriminatory under EU law. Refunds out of Italy are notoriously difficult to obtain, even for standard treaty reclaims. ECJ reclaims are harder still, and litigation is required before a claim can be assessed and a refund procured. WTax has been actively litigating a handful of these claims. In 2023, a US mutual fund received a positive ruling, and the refund was received earlier this year. To assess your fund's exposure in Italy, contact WTax today: https://lnkd.in/e7spD-4G