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, 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.