Soteria Trusts is a trust and fiduciary division of the Business Class Group. We help you manage, grow, and protect your assets via a versatile range of Trusts, International Retirement Solutions, and Tax Advisory Services. Our solutions include a range of discretionary and bare trusts, each set up to help create wealth, protect personal and business assets, provide tax-efficient income at retirement, and create a robust legacy plan for future generations.
Don’t leave your financial future to chance. At Soteria Trusts, we help you take control of your wealth, protect your estate, and achieve lasting peace of mind. Whether you’re an expat managing UK assets or a Hong Kong resident concerned about inheritance taxes, our team is here to provide the guidance you need.
We offer a versatile range of services designed to fit your unique financial landscape, including:
We take pride in offering more than just expert advice. At Soteria Trusts, we take the time to fully understand your goals and deliver personalised solutions with clarity and care. Our commitment to professionalism, innovation, and exceptional service makes us a trusted partner in helping you succeed financially.
Soteria Trusts offer solutions established in or from highly regulated jurisdictions that are 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:
Mark brings 35 years of experience in financial planning and fiduciary services. He began his career in the UK in 1990, advancing from sales to leadership roles while expanding his knowledge and expertise internationally across continental Europe before settling in Hong Kong in 2003. As the creator of Soteria Trusts, he is committed to delivering quality advice and innovative solutions with the highest possible standards and always prioritises the financial well-being of the firm's clients. Mark is known as a straight talker with a depth of industry knowledge and experience rarely seen these days those traits coupled with his ethics and appetite for doing the right thing, have seen him elected to various industry committees and think tanks, as well as appointed to the General Committee of an HK SRO before the formation of the current regulatory regime.
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.
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.
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 a Chartered Member. Through the CISI, I am regularly updated on changing market dynamics, products and regulations and complete the annual CPD requirements to remain a member.
With over 30 years of experience in finance and property, I began my career at HSBC Bank in the UK, advising on tax-efficient assets and structuring. My international career started in 2001 with a move to Hong Kong, where I continued to use my knowledge with HNW expatriate clients.
In 2015, I moved to Thailand and now serve HNW Thais and expatriate clients. My areas of expertise include international property investments, tax and estate planning, including Will writing. I like to use HMRC-approved pension schemes and trust structures to increase wealth and minimise tax for clients.
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Gibraltar 
Hong Kong
The Isle of Man 
Guernsey
Malta
