Navigating Wealth, Pensions & Tax Across Borders
Navigating Wealth, Pensions & Tax Across Borders: Expert Insights for UK Founders & VCs in the Bay Area
Join us for an exclusive discussion tailored to British founders and VCs in the Bay Area. Our panel of cross-border experts will unpack:
Cross-border wealth structuring, pensions, wills & trusts
Succession planning for founders who’ve been too busy to think about it
Forgotten UK pension pots and how to manage them from the US
The new UK tax regime, what it means for returning British founders, and strategic relocation options.
Featuring speakers from Taylor Wessing (UK wealth, tax & legal specialists), Goldman Sachs Private Wealth, CLA (US-based CPAs and wealth advisors), and Florin Pensions (UK–US pension transfer experts).
Whether you’re building your next venture in the US or considering a return to the UK, bring your questions—our panel is here to help.
Speakers:
Rachel Davison, Taylor Wessing (UK and International Wealth, Tax and Succession Planning specialist).
Gabriel Estevez, Taylor Wessing (Head of the International Private Wealth sector; Banking & Finance).
Jaskiran Buttar CFA, Private Wealth Advisor at Goldman Sachs.
Emma Cockerton, Florin Pensions.
Kyle Dawley, CLA (International Corporate and Individual Tax specialist).
Moderated by and growth-stage investor, Serena Dayal, GBx Board Member, Investment Partner at Athena Capital, and ex-Softbank Vision Fund.
Kindly hosted by Werqwise and supported by Taylor Wessing.