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 GBx Board Member and growth-stage investor, Serena Dayal.

Kindly hosted by Werqwise and supported by Taylor Wessing.