Soteria Trusts and Retirement Solutions



At Soteria Trusts we have a range of Solutions which are open to members of all nationalities, irrespective of employment and residential status.

Each of the Soteria Schemes is domiciled in Hong Kong and operates under the Territories robust and well regulated domestic Trust legislation (CAP 29)

An independent Trustee has been appointed to act as Custodian of the schemes assets, as well as to administrate each scheme in line with its individual Deed and Rules.

The objective of each scheme is to assist clients to manage, grow and protect their valuable assets within their lifetime and to create a tax efficient legacy for their beneficiaries.

What is a Trust?

What our Schemes Offer


Tax Freedom



Value for Money

Soteria Lite The Discretionary Trust Account?

Soteria Lite
The Discretionary Trust Account

Soteria Lite is a tax efficient Discretionary Trust Account. It has been designed with flexibility in mind and helps you plan for the future. Soteria Lite has been established under the domestic Trust legislation of Hong Kong, the world’s third largest International Finance Centre after London and New York.

Everyone is eligible to become a Member, so as long as you have the necessary resources you can efficiently plan for your own and your family’s future.

Main Benefits

Main Benefits

  • Full Portability
  • No Minimum Investment Term
  • No Surrender Penalties
  • No Income Tax in HK
  • No Regulatory Investment Restrictions
  • An Independent Trustee who holds assets on your behalf
  • Assets held on a non-vested basis
  • Tax Free growth on assets held within the trust
  • Open Architecture
  • Low Running Costs and much, much more

To find out more about Soteria Lite

Get in Touch

Why Use a Hong Kong Trust?

Hong Kong is the world’s third largest financial services centre after London and New York. It has played a key role in helping China integrate with the global free market economy and today Hong Kong is a Special Administration Region (SAR) of China. However Hong Kong law is based on a British Common Law structure and its courts rigorously apply the Rule of Law. Hong Kong’s Trust Laws are amongst the most modern in the World.

Hong Kong is not a Tax Haven, it is well regulated and is engaged in promoting sound financial practices through its membership of global bodies. It contributes to the development of global pension standards through its chair of the International Organisation of Pension Supervisors Technical Committee.

In addition Hong Kong is listed as the freest economy in the world, with no Inheritance Tax and no Capital Gains Tax on pension growth, or Income Tax on pension distribution. It also has Double Taxation agreements, with 42 countries which makes it an extremely attractive and tax efficient place to grow and hold retirement funds

Advantages of Hong Kong

No Income Tax on Pension Distributions

No Capital Gains Tax

No Inheritance Tax

No Dividends Tax

No Tax on Interest Deposits

Common Law Jurisdiction

Highly Regulated


Soteria Lite is a Discretionary Trust arrangement and not a recognised pension plan in Hong Kong or elsewhere. As such it does not benefit from any of the double taxation agreements listed above.

This website is for informational purposes only and does not constitute an offer or solicitation to sell any products or services presented here. The operators of Soteria Lite reserve the right to change, modify, add or remove sections of any content posted on this website at any time without notice and without liability. Those who access this site do so at their own initiative and are responsible for compliance with any laws or regulations applicable to them.

None of the information is intended to form the basis for any investment decision, and no specific recommendations are intended. If you would like investment, accounting, tax or legal advice, you should consult with your own advisors with respect to your individual circumstances and needs. Accordingly, this website does not constitute investment or tax advice, nor a solicitation for investment in any security or life insurance product.

Any decision to proceed and apply to become a member is yours and yours alone. The Trustee of Soteria Lite does not give advice on assets held within the Trust. Their role is that of Trustee and Administrator only. Soteria Lite is a Discretionary Trust and not a tax evasion scheme. Any attempt by a member to abuse Soteria Lite, its Trustee, Administrator and/or Promoters may result in the member losing recognition of their benefits. The Soteria Lite Discretionary Trust has been established by Platinum Financial Services Limited, a member of the Business Class Group of companies.

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