Panel Discussion: UK Expats | All you need to know about Tax, Immigration, Banking, and UK Pensions

October 9th | 5pm – 8pm

Location: Newport Beach Yacht Club

Presented by Currencies Direct. 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 5:00pm. The panel session will begin at 6:30pm. Complimentary hor d’oeuvres and one drink ticket included.

MEET THE PANELISTS:

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.

John Apuzzo, CPA. International Tax Leader / Partner at MGO. When collaborating with my clients, I leverage deep technical tax knowledge built during 25 years of public accounting experience. My key strengths are helping clients gain a perspective of the global picture — and focus on the vital details — to deliver lasting results. Through corporate tax planning, international tax restructuring, and business valuations, I help my clients navigate complex foreign tax jurisdictions.I also help individuals and family offices close the gap between themselves and their cross-border activities. Through income tax and estate transfer tax minimization solutions, I strive to deliver financial strength and stability.

Syed Rizvi is a seasoned Wealth Relationship Manager with a strong background in international banking, wealth management, and financial strategy development. With extensive experience at HSBC, Syed has managed high-net-worth client portfolios, delivering comprehensive solutions in banking, investment, and insurance. His expertise spans financial analysis, credit solutions, asset management, and business development, focusing on expat financial needs and international banking strategies. Known for his ethical leadership, Syed has successfully grown client portfolios and led teams to excellence, earning recognition for his contributions to the financial services industry.

Some of the questions you will have answered:

UK PENSIONS:

• 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?

INTERNATIONAL TAX & ESTATE PLANNING:

• 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

IMMIGRATION:

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

Tickets FREE to BABC-OC Members

Non-Members – $20

Include lite bites plus one drink ticket

Newport Beach Yacht Club

Thank you to our event sponsors Currencies Direct

BUY TICKETS HERE