Aequitax SA · Lugano
Recover Foreign Withholding Tax
Tax Clawback is a private portal operated by Aequitax SA for recovering foreign withholding tax on dividends and interest held by investors — including look-through claims on funds and insurance distribution chains.
What we do
- Portfolio screening
- Claim preparation
- Submission to ESTV / cantonal authorities
- Follow-up with foreign tax administrations
- Refund collection
Recovery Potential
Estimated Claim per CHF 100'000 Invested
Swiss Route (DA-1 Credit)
33.18
CHF per year
US Route (IRS Reclaim)
1.49
CHF per year
Estimated from 9 completed portfolio analyses — conservative minimum scenario, 93% of positions valued via the ESTV Kursliste. Updates automatically as new analyses complete.
Already a client
Use your secure link
Open the personalised submission link emailed to you by Aequitax. The link looks like /submit/… and gives you a secure form for uploading transactions and dividend events for the current engagement. If you no longer have it, contact your engagement lead and they will rotate one for you.
New engagement
Get in touch
Aequitax SA, Lugano — Swiss-based tax-recovery specialist with 20+ years of cross-border WHT experience. We combine tax, legal, financial and operational expertise to recover what is structurally lost in current fund and insurance distribution chains. Fully managed, zero operational burden for you or your client. To start an engagement, contact us via aequitax.com.