What Soteria Retirement Plans offer
Soteria pension plans are designed to help you save money for your retirement, so you can live happily and without financial worries after you retire. Our retirement plans are administered under a traditional Trust arrangement or under the more modern Contract Basis. Both pension types offer favourable tax treatment compared to other forms of retirement savings.
“Soteria Retirement Plans offer favourable tax treatment compared to other forms of retirement savings”
Are Soteria Retirement Plans for you?
Our retirement plans are designed around the ever-changing retirement needs of international clients and provide the following features and benefits:
- Available to all nationalities
- Employed and Self Employed
- The plans are administered either by an independent Trustee who holds assets on your behalf, or
- A UK LLP with you as a decision maker overseeing the administration of pension assets
- Tax-free growth on assets held within the plan
- Regular premium & lump-sum contribution options
- Open architecture with a wide range of assets classes, including property allowed
- Capital gains tax deferral
- No inheritance tax on death
- 100% creditor protection
- Recognition in civil law countries
Retirement Planning for Expats
Soteria retirement plans are available to all nationalities and are located in a number of different jurisdictions, such as Hong Kong & Guernsey.
Contact Soteria Trusts for an initial consultation to see if our Retirement Plans are the right fit for you.
There are certain factors that will help you (and our advisors) to determine the most appropriate jurisdiction to grow your retirement fund, these are:
- Your nationality
- Your current residency status
- Your intended residency status
- If you are going to contribute existing assets or cash to buy new ones
- Your ideal retirement age
QNUPS - Qualifying Non-UK Pension Scheme Solution
All of the Soteria Pension Schemes meet the criteria of being a QNUPS (Qualifying Non-UK Pension Scheme) as stated by Her Majesty's Revenue & Customs (HMRC). They operate from multiple jurisdictions and are of benefit to anyone with UK-sited assets, such as property, investments, art, jewellery, stocks, cash, wines. Besides providing you with retirement income, the QNUPS also makes provision for your loved ones by being tax-efficient. The tax efficiency is achieved because of the IHT initiatives granted by HMRC.
Learn more about the role of QNUPS in IHT Planning from our
Free IHT Planning GuideSelecting the most appropriate retirement option is a complex matter and may vary over time as circumstances change. It is therefore important to take specialist advice when planning your retirement.
