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Trusts today Still Relevant or Time to Rethink?

Trusts today Still Relevant or Time to Rethink?

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...
The Income-on-Income Strategy

The Income-on-Income Strategy

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...

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