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 (Wills & Trusts and Banking & Finance specialist).

• ​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 Co-Chair, Kathryn Parsons MBE.

​Kindly hosted by Ridge Ventures and supported by Taylor Wessing.