GBx: Navigating Wealth, Pensions & Tax Across Borders Panel Discussion

19 September, 2025

This week Florin Pensions’ Emma Cockerton was delighted to be a part of an expert panel where UK founders & VCs in the Bay Area joined GBx for a discussion on ‘Navigating Wealth, Pensions & Tax Across Borders.

The event featured speakers Rachel Davison and Gabriel Estevez from Taylor Wessing (UK legal advisors), Jaskiran Buttar from Goldman Sachs Private Wealth (US based Private Wealth Advisor), Kyle Dawley from CLA (US based CPA), and Emma Cockerton of Florin Pensions (UK–US pension advisor).

Together the panel of cross-border experts unpacked:

• ​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.

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

Kindly hosted by Werqwise and supported by Taylor Wessing.