Category: Retirement

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Retiring abroad? Here’s how British expats can ensure tax-efficiency during their retirement!

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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Unlock the Benefits of a QNUPS in These Three Retirement Scenarios 

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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When start saving for retirement

When should I start saving for retirement?

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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Imagine Retirement Starts Tomorrow

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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UK Pension Mistakes to Avoid

British Expats: Avoid These Pension Mistakes

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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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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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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