Calling all Expats! Updates on Currency Transfer, Tax Planning, UK Pensions, Immigration and Banking

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Calling all Expats! Updates on Currency Transfer, Tax Planning, UK Pensions, Immigration and Banking

October 4, 2023 @ 5:30 pm - 8:30 pm

Whether you are new to Orange County or have been here a while, there are things you need to know to ensure success with your tax planning, immigration status, and current and future finances. Navigating the immigration laws, establishing your credit history, understanding the taxation system, and oh, what to do with that UK pension you left behind? While these issues may seem separate, your decisions about one issue, may negatively, or positively, impact one of the other areas.

This is your chance to get your questions answered from a panel of experts in currency transfer, tax, immigration law, banking and UK pensions. You will also get a chance to connect with people who are in similar situations as yourself.

Join us at the Newport Beach Yacht Club for some in-person networking at 5:30pm. The panel session will begin at 6:30pm. Complimentary hor d’oeuvres and one drink ticket included.


Simon Plumb, Currencies Direct, Foreign exchange specialists.
Currencies Direct offers an integrated foreign exchange and international payment solution.
Since its formation in 1996, Currencies Direct has seen dynamic growth based on a determination to overcome boundaries and provide value and innovation in the foreign exchange arena. Our mission is to provide ease and expertise for our customers, both private and corporate, who want to trade and travel overseas.

That’s what Money without frontiers is all about.

Emma Cockerton is co-founder and CEO of Florin Pensions LLC, a US based investment advisory firm specializing in helping people in the US with their UK pensions. With only British expatriate advisers working at Florin, Florin is well placed to help its clients make sense of their UK pensions and provide local pensions and investment advice before and during retirement. Florin is headquartered in San Francisco, but advises clients across the US.

Prior to Florin, Emma worked in London as an Executive Director in the risk management function of GE Capital EMEA. She started her career as an UK attorney/solicitor working as a Senior Associate with Ashurst LLP, a multinational law firm based in London.

Mitch Wexler, Fragomen. As the Managing Partner of Fragomen’s Irvine, Los Angeles and San Diego offices, Mitch represents high net worth foreign nationals (E-2, L-1, EB5), foreign students, start ups, mid cap and large multi nationals in their immigration matters. He specializes in self sponsoring green card applications in various elite categories including extraordinary ability, national interest waivers and outstanding researchers. Securing critical foreign national talent in a timely manner can be a vexing challenge for employers. At Fragomen, we specialize in solving these challenges. Mitch is a California State Bar certified specialist in immigration and nationality law . Practicing immigration law exclusively for 32 years, Mitch serves on Fragomen’s Executive Committee.


Devan Friday is a partner at Spott, Lucey & Wall, Inc. CPAs. Devan graduated from Pacific Union College with an accounting degree and joined the firm in 2007. He received his Master of Science in Taxation with honors in 2013 and Certificate in International Tax in 2018 from Golden Gate University. Devan wrote his thesis on the U.S. taxation of foreign pension and retirement plans. Devan specializes in tax compliance and consulting services for foreign-owned U.S. corporations, U.S. corporations with subsidiaries and branches abroad, foreign nationals working or investing in the U.S. and U.S. individuals working or investing abroad. In addition to being the firm’s lead specialist in foreign pensions and retirement plans, Devan also specializes in U.S. expatriation, inbound U.S. pre-immigration tax planning, and restructuring multi-national corporations for global tax efficiency.


Matthew Douglas, HSBC. Matthew is an International Business Banking Executive for HSBC Bank USA, N.A., a subsidiary of HSBC Holdings plc (NYSE:HSBC), one of the world’s largest banking and financial services organizations. In this role, he helps to deliver the full capabilities of HSBC services to Commercial Banking clients and prospects with revenues of $5 to $100 MM across the United States. Matthew has over 25 years of experience in Corporate Banking, Wealth Management and Personal Banking in Europe and the United States. Matthew has a reputation for forming strong partnerships across internal business lines and external advisors.  Prior to HSBC, Matthew was with Aviva in the UK in senior leadership roles.

Some of the questions you will have answered:


  • Can I transfer a UK pension plan to the United States?
  • What options should I have in the UK to draw income from my pension at retirement?
  • What has happened to the UK’s Lifetime Allowance Tax Charge?


  • Do I have to declare my worldwide assets and/or worldwide income when I file my tax return?
  • I will only stay in the US for a short period of time; can I claim some tax back when I leave?
  • I want to transfer some money from Europe to my US bank account; do I have to declare something


  • Now that I’m here, how quickly can I get a Green Card?
  • How difficult is it to change employers?

Tickets FREE

Include lite bites plus one drink ticket


Newport Beach Yacht Club



October 4, 2023
5:30 pm - 8:30 pm


Newport Beach Yacht Club