Soteria Trusts

15/09/2026

Our "Future-Proof Your Estate" webinar is just two days away!

If you haven’t registered yet, now’s the time to secure your spot and gain expert insights into safeguarding your assets, planning for the future, and exclusive offers on estate planning services.

Don’t miss out—click below to register today!

https://www.facebook.com/share/p/1EvJRpehxM/

Neil McCormick will host our Future-Proof Your Estate seminar on 17 September.

He'll walk through three areas that most estate plans overlook until it's too late:

1. How assets are distributed without a Will in place.

2. How Wills, Trusts, Life Insurance and Lasting Power of Attorney work together as a safety net.

3. How business owners can plan for succession and key-person risk.

Two sessions on the day — 12:30 PM and 6:30 PM HKT.

Registration link here: https://www.soteriatrusts.com/events-wills_and_estate_planning-17-sep-2026/

14/09/2026

Probate is not a global system. Every country controls the transfer of assets located within its own jurisdiction.

Then, what happens when someone dies owning assets in more than one country?

Multiple legal systems, different procedures and potentially more than one probate process.

Read the article to understand what you need to consider if your assets span multiple jurisdictions.

Owning a home in one country, investments in another and a pension somewhere else is increasingly normal for internationally mobile families. What is far les...

09/09/2026

Discover how to safeguard your wealth and protect what matters most – your family’s future – with our comprehensive Future-Proof Your Estate webinar.

Why Attend?

• Learn how to create a roadmap for wealth transfer by having a simple Will in place.

• Understand the intricacies of Wills, Trusts, Life Insurance and Lasting Power of Attorney (LPA), and how they form a comprehensive safety net for you and your family and/ or business.

• Learn how to ensure a smooth transition for your business and cater for estate equalization.

📅 Thursday, 17 September 2026

🕰️ Time: 12:30 PM & 6:30 PM Hong Kong Time

Register now & Future-proof your estate:

https://www.soteriatrusts.com/events-wills_and_estate_planning-17-sep-2026/

07/09/2026

If you’re a UK expat with a pension, April 2027 could change how your pension is treated when you die.

Find out what UK expats need to know and why now may be the time to review your estate planning.

Read the article below 👇

Learn what happens to UK pensions when an expat dies, who receives pension death benefits, how the 2027 inheritance tax changes work, and when QNUPS

03/09/2026

Neil McCormick will host our Future-Proof Your Estate seminar on 17 September.

He'll walk through three areas that most estate plans overlook until it's too late:

1. How assets are distributed without a Will in place.

2. How Wills, Trusts, Life Insurance and Lasting Power of Attorney work together as a safety net.

3. How business owners can plan for succession and key-person risk.

Two sessions on the day — 12:30 PM and 6:30 PM HKT.

Registration link here: https://www.soteriatrusts.com/events-wills_and_estate_planning-17-sep-2026/

02/09/2026

A Qualifying Non-UK Pension Scheme (QNUPS) is an offshore pension arrangement used in cross-border planning. Its primary estate planning advantages include bypassing probate, shielding wealth from UK inheritance tax (for eligible non-residents), and allowing high-value or alternative asset contributions without standard pension caps.

Learn more here ->
https://www.soteriatrusts.com/qnups/

31/08/2026

UK property is a "situs asset" — it stays inside the UK tax net regardless of who owns it or where they live. The offshore company structure many HK landlords rely on doesn't change that.

So what actually works? Our latest article discusses the two-part structure that does hold up.

https://www.soteriatrusts.com/insights/reduce-uk-property-tax-hk-owner/

24/08/2026

Do you know which side of the 10-year rule you're on?

Under 10 years of UK residence, only your UK property is exposed to UK inheritance tax. Cross that line, and it's your entire worldwide estate — plus a 10-year tail that follows you even after you move back to Hong Kong.

Understanding where you stand could make a significant difference to your long-term estate planning.

👉 Read our latest insight to understand the 10-year rule and the strategies available to you: https://www.soteriatrusts.com/insights/uk-property-10-year-residence-strategies-hong-kong-investors/

18/08/2026

We're going live in two days!

Our expert, Mark Kirkham, will walk you through the recent updates to UK property, pension, residency, and Inheritance Tax rules. You'll learn insights into UK estate and inheritance tax planning, and typical and high-level solutions to deal with UK estate taxes.

Register here: https://www.soteriatrusts.com/events-uk-property-and-tax-seminar-20-aug-2026/

Two sessions available:
12:30 PM & 6:30 PM HKT
Thursday, 20 August 2026

UK Property & Tax Seminar: Navigate the Tax Changes Worried About New Tax Laws Impacting Your UK Property & Inheritance?You’re not alone. Rising taxe...

17/08/2026

The UK’s inheritance tax system underwent its most significant reform in decades when the domicile and deemed‑domicile rules were abolished from 6 April 2025 and replaced with a new, strictly residence‑based framework.

This shift has introduced a new and important concept for internationally mobile individuals: the IHT tail period — the window of time after leaving the UK during which a person may still be subject to UK IHT on their UK and worldwide estate.

Understanding the tail is critical to managing global estate exposure under the 2026 rules.

Read more about it here:

https://www.soteriatrusts.com/insights/uk-iht-tail-2026-new-residence-based-rules-explained/