Panel Discussion on Currency Transfer, Tax Planning, UK Pensions, Immigration, and Banking

This is your chance to get your questions answered by 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.

Please note, that the date coincides with our Monthly Mixer at California English!

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

Florin Pensions is 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.

Karine Wenger is a partner at Fragomen, Del Rey, Bernsen & Loewy, LLP 

She is an Immigration Expert.

John Appuzzo is an  International Tax Expert for MGO (Macias Gini & O’Connell)

He is an International Banking Expert

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 Members

$20.00 for Non-Members

The ticket includes appetizers and one drink ticket