by Costas Souris | Mar 20, 2026 | Financial Planning
Trusts today Still Relevant or Time to Rethink? For decades, trusts have been positioned as the cornerstone of estate planning in South Africa. They have been sold as protection, tax efficiency, and generational continuity — and in many cases, rightly so. but the...
by Costas Souris | Mar 5, 2026 | Financial Planning, Fixed Income
The Income-on-Income Strategy Earning in Euros, Living in Rands South African investors increasingly recognise that the currency you earn in can be as important as the return you earn. From 2026, exchange control rules allow R2 million per taxpayer per year to be...
by Costas Souris | Mar 5, 2026 | Financial Planning
Financial Freedom by 50 If you are between 30 and 40 years old, or you wish to save towards education, or that yacht, your greatest financial asset is not your salary or your business It is time You have something previous generations rarely had in abundance: a 15–25...
by Costas Souris | Dec 9, 2025 | Financial Planning
What Would Your 70-Year-Old Self Say? (Probably Something Wiser Than You Think) Picture this. It’s the year 2055. You’re 70 years old. You’ve got more wisdom, more wrinkles, and—let’s be honest—more opinions than anyone asked for. You look back at your younger self...
by Costas Souris | Oct 29, 2022 | Financial Planning, Residency and Citizenship
in exchange for an investment into a country’s economybenefit from multiple residency and citizenship options Residency by Investment Programs … provide the option to physically relocate to a country, immediately or later in exchange for an investment in the economy...
