Refunds of WHT overpaid by foreign investment and pension funds

For non-residents - including foreign funds - investing in securities in Poland and receiving dividends or interest, often involves incurring withholding tax collected by Polish withholding agents. In most cases, the investor can recover at least a part of this tax.

Our offer


Our services include, in particular, support in:

  • determining whether withholding tax was correctly applied;
  • analysing the conditions for the exemption available to foreign investment funds, including the scope of their activities and applicable regulatory environment;
  • preparing applications and representing foreign funds in proceedings to recover overpaid tax;
  • preparing applications and representing foreign funds under the pay-and-refund procedure, particularly for payments to related parties where the fund holds a significant equity interest in the Polish entity.
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Andrzej Paczuski

Founder of the Paczuski Taudul law firm. Tax advisor and recognized expert in providing tax advisory services to entities in the financial and real estate sectors.