What is the Soteria HK Pension Plan
Soteria HK Pension Plan is a trust-based pension plan established under Hong Kong's domestic pension legislation. Revenue Authorities recognise it as an Occupational Retirement Scheme, allowing its members to enjoy tax savings through double taxation agreements, deferral of Capital Gains Tax, reduced or no Income Tax during the drawdown, and, subject to member nationality and residency at death, no Inheritance Tax.
“The Soteria HK Pension Plan offers its members open architecture and comes with Trustee-approved risk-graded portfolios managed by a leading UK multi-fund manager.”
Download Soteria
HK Pension Plan Guide
Benefits of a Trust Pension Plan
The Soteria HK Pension Plan has been established to provide globally mobile employees with income in retirement. It offers members open architecture and comes with Trustee-approved risk-graded portfolios managed by a leading UK multi-fund manager. The Trust ensures that the pension assets (your contributions) are kept separate from those of the employer and members, and subject to your nationality, residency and the assets held, can be free from international taxes.
Who will make most of
the Soteria HK Pension Plan?
Everyone, be they employed or even self-employed, interested in planning a tax-efficient retirement will benefit from utilising the Soteria HK Pension Plan. Open to all nationalities, the Soteria HK Pension Plan is truly a global retirement solution. Established and administered in Hong Kong, it provides the added advantage of 50 Double Taxation Agreements, offering tax freedom on Hong Kong-sourced pension income.
Double Taxation Agreements
with Hong Kong means savings
DTA's are significant treaties for people planning to retire, especially for expats in Hong Kong. Hong Kong has agreed to DTAs with 50 countries. They set out the rules by which individual residents' income in one country will be taxed in another and extend to salaries and the income derived from self-employment, pension, and other income. Each DTA states there is to be no double taxation on your salary and pension income when your pension plan is based in Hong Kong, and you reside in any of the 50 countries where Hong Kong has a treaty.
