Author: Mark Kirkham

Your asset protection specialist

3 Pillars of Expat Retirement Planning

15th of September is Pension Awareness Day, so to increase that awareness, we turn the spotlight on a subject that we all require at some point in our lives. Soteria Trusts discusses expat retirement planning and, more specifically, looks at the 3 pillars that are considered fundamental to the implementation of an effective retirement strategy. Pensions…
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Rules around UK Domicile vs Non-Domicile

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
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Domicile in IHT Planning

Domicile and IHT Planning

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
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Why are residence and domicile important?

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
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What is a Retirement Annuity Contract (RAC)?

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
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What is the difference between Pension Trusts and Contract Pensions?

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
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Pensions for non-residents in Guernsey explained

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
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A simple way to calculate your retirement fund

There comes a point in life when we all start to wonder about retirement. Not only do we ponder how wonderful life will be, how many places we can visit, and things we will finally have time to do, but more importantly, we contemplate whether we can afford the lifestyle we dream of for our…
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How to reclaim Stamp Duty Land Tax

How to reclaim Stamp Duty Land Tax

Stamp Duty Land Tax is a big part of the property-buying process in the United Kingdom. It is a tax that every homebuyer or commercial property buyer has to pay, and the amount is usually a significant expenditure. Besides having to follow the SDLT rates, the amount you pay when you purchase a property will…
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History of Stamp Duty Land Tax

A Brief History of the Stamp Duty Land Tax

This article presents the history of Stamp Duty Land Tax and how this property tax changed over the years in the United Kingdom. Stamp Duty was first introduced in England in 1694 to help fund the war with France. It originally imposed tax duties on various legal documents, such as cheques, property and land transactions,…
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