Soteria Trust - Trust Management & Fiduciary Services

Soteria Trusts helps you manage, grow, and protect your assets via a versatile range of Trusts, International Retirement Solutions, and Tax Advisory Services.

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Soteria Trusts and Fiduciary Services

Soteria Trusts is a trust and fiduciary division of the Business Class Group. Our solutions include a range of discretionary and bare trusts, each set up with the specific purpose of helping to create wealth, protect personal and business assets, provide tax-efficient income at retirement and a robust legacy plan for future generations.

Why set up a Trust?

Trusts can serve as a powerful tool to ensure wealth and asset management. They can protect assets, mitigate certain taxes and ensure that your wealth is passed on to your designated loved ones. Investment strategies and wealth management tactics can also help to grow assets within Trusts.

What is a Trust

How can I protect my assets?

A simple and yet sensible way to protect your assets is to plan ahead. Soteria Trusts can help you protect your wealth by structuring tax-efficient solutions designed specifically for your needs. Whether your goal is to save for a comfortable retirement, decrease your property taxes or ensure your wealth is passed on to your loved ones without any unnecessary tax-liability (IHT), then the services offered by Soteria Trusts are for you.

Tax jurisdictions

Soteria Trusts offer solutions based in highly regulated jurisdictions internationally recognised and known for their lower tax rates. Moving your pension and other assets to these jurisdictions can be especially useful for those whose country of residence has a double taxation treaty in place. This list shows the main countries that we utilise when structuring your double taxation solutions:

Gibraltar

Hong Kong

The Isle of Man

Guernsey

Malta

 

Meet the team

Vianney Bernard

I am an experienced wealth manager and financial planner specializing in assisting clients worldwide in defining their financial goals and achieving them.

With a French Master's in Wealth Management and a Bachelor’s in Business Administration, I have both the technical ability and experience to help expatriate families, and individuals formulate and execute a robust financial plan that ensures their financial security.


   

Matthew Dorrell

I have joined Soteria Trusts after 20 years in the recruitment industry in Hong Kong. Having partnered with Soteria during my time in recruitment, I have first-hand experience of the benefits that these unique services can offer and the feedback from clients and candidates has always been excellent.

At Soteria, I specialise in tax and estate planning, with a focus on the UK property market.


   

Paul Dickinson

I am a Wealth Manager with over 19 years of investment and relationship management experience. I specialize in advising clients within the scope of Business Planning, Asset Protection, Estate & Succession Planning, Investment Strategies, and Retirement Planning.

I hold a Certificate in Investment Management through the Chartered Institute for Securities & Investment, of which I am also a Chartered Member. Through the CISI I regularly stay up to date on changing markets, products and regulations by completing the annual CPD hours required to remain a member.


   

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