Your over-withheld tax, recovered end to end
Between the rate withheld abroad and the rate the tax treaty allows, the gap reaches up to 25% of the dividend depending on the country. That money is yours. We build the claim, file it and follow it through to the bank transfer — you only pay on what actually comes back.
No win, no fee · Pricing 100% public · FR / EN
€0
charged if the claim fails
11
countries covered, forms included
€5,000
fee cap per claim
Who it's for
Who this service is for
The same recovery engine, four typical situations.
Individual investor
A brokerage account with one or several brokers, Swiss, US or European dividends cashed at the full rate: the most common case. We go back through the years still open, within each country's statute of limitations.
From a few hundred euros of over-withholding
Family office
Multiple entities, custodians and jurisdictions: we consolidate holdings by entity and by country, with a single point of contact and aggregated reporting. Above €75,000 recovered, institutional pricing is quoted individually.
Consolidated by entity and by country
Wealth advisers — for your clients
You spot the over-withholding in your clients' portfolios, we do everything else — under our brand or yours. 20% of the success fee is paid back to you on every referred claim.
Consolidated tracking across all your clients
Holding company / SME
A company cashing foreign dividends suffers the same excess withholding as an individual — with larger amounts and heavier formalities (W-8BEN-E, chain-of-custody evidence). We handle both.
W-8BEN-E and chain of custody included
Scope
What FiscalPlace takes care of
From the first read of your statements to the transfer landing on your account, every step below is covered by the success fee — nothing is added along the way.
Line-by-line diagnostic
We read your statements, detect over-withholding and quantify it country by country. Free — even when the conclusion is 'nothing to recover'.
Document collection
A personalised checklist, broker chased on your behalf if needed, and a compliance check on every document before the file is built.
Representation mandate
Electronic signature of the mandate authorising us to act on your behalf before each administration involved.
Country-specific forms
Swiss Form 83, Canadian NR7-R, Austrian ZS-RD1, Swedish SKV 3740… generated, pre-filled and checked for each jurisdiction.
Filing with the administrations
Online where the administration allows it, paper otherwise — at the right counter, before the deadline expires.
Follow-ups during review
We answer requests for further information and chase the administrations, for as long as it takes.
Refund reconciliation
Every transfer received is matched against the corresponding claim, line by line, discrepancy by discrepancy.
Payout and supporting documents
You receive the net amount, the detailed fee statement and the documents useful for your tax return.
Worked example
Example: €20,000 of Swiss dividends
French tax resident, gross dividends received on Swiss stocks. Switzerland withholds 35% at source; the treaty allows only 15%.
Data reviewed on 15 June 2026
And after our fee?
If nothing is recovered, nothing is charged. Indicative amounts — every claim is verified before filing.
The price
Paid on results, on a public grid
No advance, no file fee, no mandatory subscription. Our fee is a degressive percentage of the recovered amount, computed bracket by bracket — like an income-tax scale: each slice is charged at its own rate.
€39 minimum per successful claim — never charged upfront, never on failure.
Fee capped at €5,000 per claim, whatever the amount recovered.
Above €75,000 recovered: institutional pricing, quoted individually.
Timelines
Realistic timelines, no sugar-coating
The final speed depends on the foreign administration, not on us. Here is what to actually expect.
Preparation and filing: a few weeks
Once your documents are in, the file is built, checked and filed quickly — that is the part we control. The slowest step on the client side is usually the certificate of residence to be stamped by your local tax office.
Review: from a few months to over a year
Each administration moves at its own pace: the Swedish tax agency is known for being relatively responsive, while the German administration frequently exceeds 12 months of review. We chase systematically — but we do not decide in their place.
Statute of limitations: 2 to 5 years by country
Once the deadline passes, the overpayment is lost for good. In Canada the window is only 2 years: some claims come down to a matter of months.
Transparency
What we do not promise you
A provider who promises everything should worry you. Here are our limits, in black and white.
No guarantee of success
The foreign administration decides, not us. We only file claims we judge solid — and if the claim fails anyway, you pay nothing.
No recovery after the deadline
A time-barred overpayment is lost — for us as for anyone else. Example: in Canada, only 2 years after the end of the withholding year. That is exactly why we alert you before the deadline, not after.
No miracle on Australian franking credits
Australian franking credits are not refundable to non-residents — anyone promising to 'recover' them is wrong. Only the withholding on the unfranked portion, above the treaty rate, can be claimed.
Nothing to recover on ordinary UK dividends
The UK levies no withholding tax on ordinary dividends: there is nothing to claim, and our diagnostic will tell you so. REIT distributions (PIDs) are the exception and can be worked.
Process
One claim, eight stages, no grey areas
Every claim moves along the same eight-stage chain, visible at all times in your client area. Below, a claim currently under review:
5/8 · Under review
FAQ
The questions we get before people sign
What does it cost if the claim fails?
Nothing. No file fee, no advance, no invoice on failure or final rejection. The €39 minimum per claim only applies to claims that are actually refunded.
Do I ever have to pay anything upfront?
No. Our fee is taken from the recovered amount, at the moment it is recovered. Only the fixed-price services ordered separately (W-8BEN, certificate of residence…) are paid at order time — end-to-end recovery costs nothing until money has come back.
Which countries do you cover?
11 countries to date, including the main European and North American recovery pools. Each country has its own detailed page on this site: rates, deadlines, required documents and quirks.
What happens if the administration rejects my claim?
We analyse the reason. If the rejection is fixable — missing document, missing stamp, incomplete form — we correct and refile at no extra cost. If it is final, the claim is closed and nothing is charged.
Can I hand over several years and several countries at once?
Yes — that is actually the most common setup. We bundle claims by country and by year; in Switzerland, for instance, bundling dividends into one annual claim is the recommended practice. Each claim keeps its own tracking line.
Is this tax advice?
No. FiscalPlace is a specialised administrative and tax-filing service: we prepare, file and follow up withholding-tax refund claims. For an overall tax strategy, consult a tax lawyer or a chartered accountant.
Put a number on your overpayment before you commit to anything
The simulator is free, requires no account, and shows our fee line by line. If the claim is not worth filing, it will tell you that too.
No win, no fee · Pricing 100% public · FR / EN