Document at source with us in Italy and manage to minimize dividend retention

At Dividend Refund, we continue to expand our solutions to optimize the tax recovery of our clients. Now, thanks to the Relief at Source (RAS) procedure in Italy, you can document at source with us and guarantee significantly reduced retention rates right out of the box.

What does Relief at Source (RAS) mean?

The RAS makes it possible to apply reduced withholding tax rates directly at the time of payment of dividends, eliminating the need for a subsequent refund. This procedure simplifies and speeds up the process, helping to minimize the tax impact on your investments in Italy.

Benefits we achieved in Italy:

By submitting the required documentation, we ensure that the withholding on dividends is only:

• Individuals (PF): 15%

• Pension Funds (FP): 11%

• Investment Funds (FI): 0%

This approach not only represents immediate savings, but it also reduces the administrative procedures necessary to recover the difference between the withholding applied and the corresponding tax agreement rate.

How do we do it?

At Dividend Refund, we manage the entire documentation process at source, ensuring that you meet the requirements established by the Italian authorities and that you can benefit from reduced rates right from the start.

If you are a private investor, pension fund or investment fund, this new solution in Italy will allow you to improve your tax efficiency and focus on your investment objectives.

For more information about the Relief at Source procedure in Italy, do not hesitate to contact us.

Source: Dividend Refund

Latest Articles