Simon Wallen

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withholding tax recovery tax reclaim services investment performance automated tax solutions financial technology double tax treaties custodian tax services client reporting portal contingency fees bespoke tax solutions asset managers high-net-worth individuals wealth managers fund performance maximization end-to-end claim processing tax compliance global tax recovery automated claim processing real-time reporting legal tax structures foreign tax authorities investment income risk mitigation client onboarding data aggregation tax document collection tax risk reporting fund administrators pension funds sovereign wealth funds hedge funds insurance companies tax advisory filing claims reclaim infrastructure operational efficiencies digital tax solutions foreign tax reclaims tax relief mechanisms research & development custom tax solutions dedicated client service complex tax legislation tax authority collaboration digital onboarding regulatory compliance tax efficiency client satisfaction professional tax services finance technology information technology & services financial services