Event Details

**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](https://www.taylorwessing.com/en/people/united-kingdom/london/rachel-davison), Taylor Wessing (UK and International Wealth, Tax and Succession Planning specialist).
* [Gabriel Estevez](https://www.taylorwessing.com/en/people/united-kingdom/london/gabriel-estevez), Taylor Wessing (Head of the International Private Wealth sector; Banking & Finance).
* Jaskiran Buttar CFA, Private Wealth Advisor at Goldman Sachs.
* [Emma Cockerton](https://www.linkedin.com/in/emma-cockerton-a7a0b678/), Florin Pensions.
* [Kyle Dawley](https://www.claconnect.com/en/directory/d/dawley-kyle), CLA (International Corporate and Individual Tax specialist).

Moderated by and growth-stage investor, [Serena Dayal](https://www.linkedin.com/in/serena-dayal-a43b1b102/), GBx Board Member, Investment Partner at Athena Capital, and ex-Softbank Vision Fund.

Kindly hosted by Werqwise and supported by Taylor Wessing.