Soteria Lite is a tax-efficient Discretionary Trust Account. It has been designed with flexibility in mind and helps you plan for the future. It offers open architecture for the management of your assets and comes with a wide range of Trustee-approved risk-graded portfolios, each managed by leading the UK and international fund managers.
Soteria Lite Discretionary Trust Account is a vehicle for those who want to grow and manage their assets, in a tax-efficient manner.
Whether your goal is saving for retirement, protecting your assets from creditors, or tax mitigation, Soteria Lite could be the solution just for you.
Soteria Lite Trust is a non-vested Discretionary Trust account designed to provide a tax-efficient and cost-effective platform for short and medium-term objectives. The minimum monthly regular contribution is US$750 or currency equivalent, to open and operate the Soteria Lite Account.
Soteria Lite is designed to meet your medium-term objectives and should not be considered for speculation or short term trading. The Trustee has approved numerous discretionary fund managers for use within Soteria Lite. Portfolios cover all risk appetites ranging from Low Risk to Cautious, Balanced, Growth and Adventurous all of which are available in GBP, US$ & EURO.
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