Soteria Trusts

Soteria Trusts Soteria Trusts have a range of fiduciary solutions for clients of all nationalities and residence. W
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Get direct answers to all your UK Inheritance Tax & Pension questions — drop in or join online for personalised UK IHT &...
18/06/2026

Get direct answers to all your UK Inheritance Tax & Pension questions — drop in or join online for personalised UK IHT & Pension Q & A with our consultants.

A simple, 10‑minute conversation can help you understand the 2027 UK Pension Reform and its impact on your UK investments, pension or even your relocation plans.

How to Join the UK Inheritance Tax & Pension Open Day?

No registration required. Choose the format that suits you:

✔ Walk into our Sheung Wan office anytime between 10:00 and 18:00

Location: 15/F, Skyway Centre 23 Queen’s Road West, Sheung Wan, Hong Kong

✔ Join the Live Zoom between 10:00–13:00 HKT or 15:00–19:00 HKT

For more details, visit: https://www.soteriatrusts.com/uk-iht-pensions-open-day-29-june-2026/

Chinese University of Hong Kong (CUHK) research found that family businesses in Hong Kong lose an average of 60% of thei...
17/06/2026

Chinese University of Hong Kong (CUHK) research found that family businesses in Hong Kong lose an average of 60% of their value when a founder steps down or passes away — not because of bad management, but because there was no plan.

If you own or run a business here in Hong Kong, this webinar is for you!

Attend our seminar to lock in your company’s valuation today.
https://www.soteriatrusts.com/events-wills_and_estate_planning-25-jun-2026/

A business owner in Hong Kong dies without a Business Will. Here's what happens next.Day 1: Accounts frozen. Week 2: No ...
15/06/2026

A business owner in Hong Kong dies without a Business Will.

Here's what happens next.

Day 1: Accounts frozen.

Week 2: No one can sign contracts.

Month 8: Family and partners in dispute.

At our free webinar on 25 June, we walk through exactly what a Business Will covers and how to put one in place before it's needed.

Register now,

https://www.soteriatrusts.com/events-wills_and_estate_planning-25-jun-2026/

On 25 June, Neil McCormick will discuss everything business owners in HK need to know about Business Wills, succession p...
11/06/2026

On 25 June, Neil McCormick will discuss everything business owners in HK need to know about Business Wills, succession planning, and protecting their company legacy.

If you've never had a straight conversation about this, this is a good place to start. Register now: https://www.soteriatrusts.com/events-wills_and_estate_planning-25-jun-2026/

This practical, insight‑rich session covers:

• What a Business Will is and how it differs from a personal Will

• Why every business owner — from SMEs to family enterprises — needs one

• How different business structures (LLC, Ltd, sole proprietorships, family companies) affect succession

• Business legacy planning strategies

• Local and international tax considerations for business owners

• The role of insurance in business estate planning

Register to have a chance to ask our expert in the live Q&A: https://www.soteriatrusts.com/events-wills_and_estate_planning-25-jun-2026/

𝐋𝐚𝐬𝐭𝐢𝐧𝐠 𝐏𝐨𝐰𝐞𝐫 𝐨𝐟 𝐀𝐭𝐭𝐨𝐫𝐧𝐞𝐲 (𝐋𝐏𝐀) 𝐢𝐬 𝐧𝐨𝐭 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐲𝐨𝐮 𝐬𝐨𝐫𝐭 𝐨𝐮𝐭 𝐰𝐡𝐞𝐧 𝐭𝐡𝐢𝐧𝐠𝐬 𝐠𝐞𝐭 𝐬𝐞𝐫𝐢𝐨𝐮𝐬.An LPA only works if it's in place...
09/06/2026

𝐋𝐚𝐬𝐭𝐢𝐧𝐠 𝐏𝐨𝐰𝐞𝐫 𝐨𝐟 𝐀𝐭𝐭𝐨𝐫𝐧𝐞𝐲 (𝐋𝐏𝐀) 𝐢𝐬 𝐧𝐨𝐭 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐲𝐨𝐮 𝐬𝐨𝐫𝐭 𝐨𝐮𝐭 𝐰𝐡𝐞𝐧 𝐭𝐡𝐢𝐧𝐠𝐬 𝐠𝐞𝐭 𝐬𝐞𝐫𝐢𝐨𝐮𝐬.

An LPA only works if it's in place 𝒃𝒆𝒇𝒐𝒓𝒆 you lose capacity. Once you can no longer make decisions for yourself, it's too late to create one.

At that point, your family would need to apply to the Court of Protection — a process that typically takes 6–12 months.

If you haven't put an LPA in place for both property, finances, and healthcare, your family don't have the legal authority to act on your behalf when it matters most.

Secure an LPA for you and your family.

https://www.soteriatrusts.com/powers-of-attorney/

What happens to your company when you die? Who controls the business? Do your partners have a say? Does your family? Wha...
04/06/2026

What happens to your company when you die? Who controls the business? Do your partners have a say? Does your family? What about cross-border assets?

This June, we are hosting a free webinar specifically for Hong Kong business owners, directors, and shareholders: "Future-Proof Your Business: Wills, Succession & Legacy Planning"

📅 Wednesday 25 June 2026

12:30 & 6:30 PM Hong Kong time

📍 Live on Zoom — free to attend

Reserve your spot for the webinar:

https://www.soteriatrusts.com/events-wills_and_estate_planning-25-jun-2026/

02/06/2026

Blended families are common. Wills that actually account for them aren't.

If you've remarried and have children from a previous relationship, your estate plan needs to reflect that, or it risks creating exactly the conflict you'd want to avoid.

Read the full article here:
https://www.soteriatrusts.com/insights/will-blended-family/

From 6 April 2027, most unused pension funds will be pulled into your estate for IHT purposes. That's a 40% charge on mo...
28/05/2026

From 6 April 2027, most unused pension funds will be pulled into your estate for IHT purposes. That's a 40% charge on money many people assumed was protected.

There is still a way to structure around this, and it's HMRC-compliant. But it depends on your residency status and where your pension is held.

We've put together a guide to what's changing and what it means for you.

Read the full article to learn more:

https://www.soteriatrusts.com/insights/qnups-iht-non-ltr-2027/

Thursday, 21 May, is almost here.If you own UK property or you're thinking about investing, these 60 minutes could defin...
19/05/2026

Thursday, 21 May, is almost here.

If you own UK property or you're thinking about investing, these 60 minutes could define your financial planning for years ahead.

Join Soteria Trust’s UK Property & Tax Seminar to:

• Get clear, straightforward explanations of tax changes and how they apply to you.

• Learn about five actionable strategies to reduce Inheritance Tax and keep your wealth in the family.

• Understand complex regimes like FIG and LTR, so you can avoid penalties and stress.

• Our expert will be on hand to answer your specific questions, ensuring you leave with clarity and confidence.

FREE Webinar. Register today

https://www.soteriatrusts.com/events-uk-property-and-tax-seminar-21-may-2026/

Address

Level 15/16 The Hong Kong Club Building
Hong Kong
HK1

Opening Hours

Monday 08:30 - 18:30
Tuesday 08:30 - 18:00
Wednesday 08:30 - 18:00
Thursday 08:30 - 18:00
Friday 08:30 - 18:00

Telephone

+85221680626

Website

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